Latest Articles

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December 17, 2020 

Beanworks Launches AP Automation for Microsoft Dynamics GP

The new integration simplifies AP processes for teams using Microsoft Dynamics GP. The software eliminates the vast majority of burdensome data entry, and automatically routes AP documents for approval, like invoices, purchase orders, payments and ...

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December 16, 2020 

Tax Planning for Year-End 2020

Traditional year-end tax planning in a normal year would include postponing income into the following year combined with accelerating deductions into the current year. With the current TCJA itemized standard deduction amounts, a bunching strategy for ...

Small Business Coronavirus 2

December 16, 2020 

Small Business Optimism Persists, Despite the Pandemic

Businesses and consumers alike are finding ways to adapt and stay resilient during these unprecedented times. Though recovery may take time, a new report confirms the strength of entrepreneurialism and grit of small business owners, who remain ...

PPP Paycheck Protection Program

December 15, 2020 

Beware: Synthetic Identity Fraud in PPP Loans

Most banks and lenders are well aware of how synthetic identities can be used to fraudulently open a bank account and secure a credit card or other type of loan. According to McKinsey, synthetic identity theft is the fastest growing type of financial ...

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December 15, 2020 

Don’t Let Covid Fatigue Put Your Clients’ Businesses at Risk

The bottom line is that we can’t let our guard down because the current working conditions are likely to continue for some time and may actually be permanent. And, these financial services firms provide valuable counsel that extends well beyond filing ...

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December 15, 2020 

21 New Year’s Financial Resolutions for 2021

The annual ‘fresh start’ that comes with a new year is fast approaching. This is a great opportunity for Americans to review their overall financial situation, check-in on their goals and set some new ones.