Latest Articles

April 28, 2022 

Small businesses are preparing for a new type of market. One that’s not driven by the direct impact of COVID-19 – but rather, one determined by the economic aftermath of the pandemic. Economic indicators like inflation will require adjustments, but the...

April 28, 2022 

The new automated process reduces error by eliminating the need for manual entry. It exposes errors in the user interface and creates a traceable audit history for controls, all in a secure cloud environment.

April 27, 2022 

The need for product sellers to expand sales channels has escalated quickly in the wake of COVID-19. Yet the more channels a company adds, the more complex and difficult it becomes to navigate getting products to consumers especially when they are ...

April 27, 2022 

One of the more interesting results was that 63% of firms that responded indicated that they were using an external cloud provider to host their applications, up from 51% in 2020. These survey results indicate that firms have continued to move away ...

Mary Girsch-Bock

April 27, 2022 

In today’s world, where everything and anything can be found on the internet, even if your current clients are talking up your firm to their friends and colleagues, chances are that before those prospects shoot you an email or pick up the ...

Mary Girsch-Bock

April 27, 2022 

In March, NEFE and AmeriSpeak surveyed U.S. adults on high school financial education graduation requirements and which key topics should be taught in schools.

April 27, 2022 

Provenzano ’s primary role with the firm will be to drive excellence in client service across all practice groups. He will work with our teams to develop scalable systems, processes, and capabilities to support the growing needs of the firm’s clients.

April 27, 2022 

FloQast, a provider of accounting workflow automation software, today announced the launch of FloQademy - a new online portal that delivers digital learning to meet accountants wherever they work. The new learning solution empowers controllers and ...

April 27, 2022 

The beauty of being an advisor is that you can, and should, offer services that interest you and benefit your clients. If your services are profitable but uninteresting, they will not be fulfilling. There are plenty of options to offer services that ...

April 27, 2022 

This not only creates closer client relationships, but also fosters a sense of teamwork and collaboration both with peers. An added benefit? Research has shown that cultures where humor plays an important role have increased shareholder returns of 19%.

April 27, 2022 

Spreadsheet Sync, minimizes manual data entry and the complications of CSV imports and exports without having to use or learn a completely new tool. Customers can connect their QuickBooks Online Advanced data directly to Excel, enabling them to build ...

April 27, 2022 

Here’s a scenario in which you might be familiar. A partner in your firm specializes in a niche area. But he/she is not showing up in search results as prominently as they should or could. What can you do to help them elevate their search ranking and ...

Becky Livingston