Latest Articles

June 14, 2022 

In 2020, Brown was named a Maryland “Leading Woman” by The Daily Record. She was included in CPA Practice Advisor’s annual list of 40 Under 40 Professionals in 2019 and 2020, and was awarded the 2019 President’s Award for Community Service by the ...

June 14, 2022 

Your staff’s personal and professional development is vital. They must learn how to improve themselves and develop leadership skills. Because these abilities don't always come naturally to everyone, your employees need tools to enable them to ...

Technology June 13, 2022 

Shared experiences are a great way to help your team members feel connected. Even if your entire team is working remotely, you can still create digital experiences that engage people wherever they are. When you do that, you’ll have a cohesive team that...

Jon Hubbard

June 13, 2022 

I hope you too will be able to capture the joy of summer and take it with you into the fall and winter and the future of your work and your work relationships.

Gail Perry

June 21, 2022 

Don’t just check the box with the tools you own. Choose the RIGHT tools that don’t cause frustration. Making it easy is the key to retaining both valuable clients and staff!

June 13, 2022 

For nearly 100 years, American workers have received Social Security benefits to give them a financial boost during their retirement. Millions of people receive Social Security benefits—62 million in April 2022 alone.

Justin Hatch

June 13, 2022 

When approving invoices, it's critical for buyers and approvers to easily and quickly connect and work together. Today, most of these dialogues are held outside the context of the bill, leading to challenges when tracking Q&As, repeated back and forth ...

June 13, 2022 

When it comes to assisting your clients, there are important measures to take to ensure they are set up for success. Oftentimes when you discuss tax returns, you are talking about their finances from the previous year.

June 11, 2022 

Automating compliance tasks can help brick-and-mortar retailers thrive in new situations.

Gail Cole

June 11, 2022 

For the past few decades, the path to success and leadership positions for most has been characterized by being a lead “producer” and out-performing others in your chosen field of endeavor. In competitive environments, leadership touted the ...

Roman Kepczyk

June 11, 2022 

Dennis Duban, CPA, chairman and owner of DLD Accountancy, has seen it all over his forty years of experience leading a top accounting firm in Los Angeles, California. Now, he’s sharing his best strategies and tips for others looking to break into the ...

June 11, 2022 

Startup companies progress through various stages of raising outside capital as they grow. This often starts with seed funding from founders and/or angel investors, progresses into various rounds of equity financing rounds from ...