Accounting October 6, 2026
The 2026 AI Finance Stack
73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.
January 27, 2022
Easy Video Topics and Tips for Accounting Firms
Host a coffee meeting weekly or once a month. That’s right. All it takes is you, a camera (cell phone is fine), and a cup of coffee. Keep the topic relevant and short. Spend 5-10 minutes with your virtual audience answering a question they might have.
January 26, 2022
States Look at Taxing the Metaverse, But What is It?
Sales transactions are presumed taxable in states with a sales tax (unless there’s a specific exemption or exclusion), most states haven’t yet clarified which sales tax laws apply to sales made in the metaverse. When will they start?
January 26, 2022
How Tax Planning Adds Value to Client Relationships
If you create the right service for your client, it’s a win-win situation for all parties involved. You can bundle your services and even create recurring revenue for your service. A few first-hand recommendations that we ...
January 26, 2022
Retailers Saw Increased 2021 Sales, But Also $761 Billion in Sales Returns
Retailers expect more than $761 billion in merchandise sold last year to be returned by consumers, according to a report released today by the National Retail Federation and Appriss Retail. This accounts for an average of 16.6 percent of total U.S. retail
January 26, 2022
Chris Sheridan Selected as 40 Under Forty Honoree by NACVA
Sheridan is a senior manager and co-leader of the firm’s Business Valuation and Litigation Support Group. His areas of expertise include business valuation and litigation support, business consulting, and fraud investigation and prevention.
January 26, 2022
Kim Spinardi Named Partner at California Firm Hamilton Tharp
Kim Spinardi has been named a partner at Hamilton Tharp LLP, a California accountancy. The firm's managing partner and CFO, Christina Tharp, noted the significant contributions Kim has made as senior staff accountant, manager, and senior manager at the...
January 26, 2022
Quadient Releases Advanced Credit Module to Help Businesses Drive Revenue Growth
As part of Quadient’s accounts receivable solution, Yaypay, the Advanced Credit module provides real-time credit data to enable users to grow their businesses more intelligently by accelerating sales while mitigating risk. It also gives instant access...
January 26, 2022
Is Now the Best Time to Sell Your Practice?
It’s challenging to know the best time to exit or sell your firm. Thankfully, there are five key considerations that can help you know if your timing to sell is right.
January 25, 2022
Massachusetts Collects More Taxes on Marijuana than Alcohol
The commonwealth collected $74.2 million in marijuana excise tax through December 2021, WCVB reported. In comparison, alcohol collected $51.3 million.
January 25, 2022
Will 2022 Income Tax Refunds be Smaller and Later?
While returns are usually due April 15, this year that day falls on a Friday District of Columbia holiday, postponing the deadline to April 18 for most. Taxpayers in Maine and Massachusetts have until April 19 thanks to the Patriots’ Day holiday in ...
January 25, 2022
How Accounting Firms Can Add Value to Clients through Pricing Services
One way to add value to your accounting firm’s services is to help clients with their pricing. Let’s take a closer look at how your firm can help with price changes and why it’s important.
January 25, 2022
12 Tax Deductions for the Self-Employed
Thanks to the many tax deductions available to small businesses, self-employed taxpayers have a lot of business income-boosting opportunities to consider.