Latest Articles

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July 6, 2021 

Dress Code 1,2,3

Now when it comes to dress code in the workplace, you cannot fall back to one single answer, you need alignment. This means before you take a generic workplace and virtual meeting policy you find online and deploy it where you work, stop and think ...

Garrett Wagner

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July 6, 2021 

How to Help Your Clients Sleep Better at Night

It’s time to stop measuring success by how many tax returns you have completed, and start measuring against the growth your clients have had since working with you. Advisory services is more about helping solve financial problems that keep clients up ...

Practice management

July 5, 2021 

How to Decide and Pitch Your Firm’s CAS Pricing

Pricing your Client Accounting Services (CAS) offering correctly to ensure reasonable profitability (and to ensure your clients feel value to price balance) is a major decision you will make in your CAS practice.

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July 5, 2021 

How to Create a Comfortable Return to the Office

Many firms are returning to in-person work, but it’s not so simple as flipping a switch and going back to normal. You have to be mindful of your customers and clients’ needs and desires to create the safest and most agreeable experience for all.

Amy Vetter

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July 5, 2021 

3 Tips to Successful Client Advisory Services

Prior to starting or expanding client advisory services, you may want to perform a quick check-up of your existing technology. While automation is always important for CPA firms in general, it becomes a vital component when you begin to offer ...

Mary Girsch-Bock

 Fintech Aliaswire Secures $6M in New Venture Funding

July 2, 2021 

Fintech Aliaswire Secures $6M in New Venture Funding

Aliaswire, a provider of digital payment and credit solutions for businesses and financial institutions, today announced $6 million in new funding. The round, led by Stage 1 Ventures, is the company’s first institutional investment in its 13-year history.

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July 2, 2021 

BPM Acquires Accounting Firm Gumbiner Savett

BPM LLP, one of the 50 largest public accounting and advisory firms in the country, has acquired Gumbiner Savett Inc., a full-service accounting and consulting firm headquartered in Santa Monica, effective July 1, 2021. Existing Gumbiner Savett clients...

LLC

July 2, 2021 

Guidelines for Success When It’s Time to Launch Your Startup

Your business plan is a blueprint for success, not a magical forecast of exactly how everything will happen. So it’s okay if you don’t have an eagle’s-eye view of every aspect of your business perfectly laid out with every detail accounted for.

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July 1, 2021 

NATP Supports Quarterly Tax Installment Payment Plans

The National Association of Tax Professionals (NATP) sent a letter to Representative Debbie Lesko (R-AZ-08) in support of the proposed Tax Deadline Simplification Act, which will amend the Internal Revenue Code (IRC) to have estimated income tax ...

AbacusNext2

July 1, 2021 

AbacusNext and Zola Suite Announce Combination of Companies

The combination brings together Zola’s award-winning suite of native SaaS practice management products with AbacusNext’s 35+ year history as an industry-leading software provider in the Legal and Accounting markets. AbacusNext’s customers and users ...