Latest Articles

March 9, 2021 

Many CPA firms conduct annual retreats to keep them on track. With the pandemic, more firms need to consider holding a retreat to help them prepare for their future. Taking into account what we’ve learned over the past year, here are five reasons to ...

Jean Caragher

March 9, 2021 

We know you don’t work 24/7, even though sometimes it seems like it. When you take off your work hat, do you put your phone aside, or do you wind down by playing a few games? This “Apps We Love” article focuses on games, and the members of the ...

Gail Perry

March 9, 2021 

Scaling at a rapid pace, the adoption of digital modernization has become critical for financial firms. Partially due to COVID shifting financial firms' needs, customization software aided with tools for collaboration and efficiency have become crucial...

March 9, 2021 

Investors seek net-zero commitments from banks as a critical and necessary step in avoiding the climate impacts predicted to severely disrupt economic and social systems. The recent, unprecedented freezing temperatures in Texas, and the massive ...

March 9, 2021 

Cube is currently focused on mid-market growth companies, and counts a handful of unicorns and public companies in its customer base, which has quadrupled since the company’s seed round last year. Responsible for billions of dollars of financial data...

March 9, 2021 

The national accounting firm BKD CPAs & Advisors has acquired Hamernik LLC, an Indianapolis-based consulting firm specializing in restructuring and business advisory services, effective March 1, 2021.

March 9, 2021 

Bookkeeping fintech Zeni has launched the first AI-powered finance concierge for startups, making its intelligent bookkeeping, accounting, and CFO services available to businesses across the United States. The company also announced it has raised $13.5 million in funding to-date, its Series A led by Saama Capital with participation from Amit Singhal, Sierra Ventures, SVB Financial...…

March 8, 2021 

This important change provides another source of financial relief for businesses that continue to struggle with the financial impacts of the COVID-19 pandemic. To help maximize the benefits of available stimulus options, Paychex, Inc., the HR software ...

March 8, 2021 

So how do you know when it’s time to break up? We’ve compiled a list of some common high-risk client categories, along with some tips to help mitigate your potential exposure, short of ending the ...

March 8, 2021 

In her role at the American Hotel & Lodging Association, Weir designed and executed programs that delivered career advancement opportunities and competency attainment for professionals in the hotel sector in order to strengthen the lodging industry ...

March 8, 2021 

Technology is ingrained in virtually everything accountants do to run their firms and serve their clients. To take advantage of opportunities and position your firm for long-term growth, you need a good technology plan. When most of the firm is focused...

Amanda Wilkie

March 7, 2021 

President Joe Biden’s signature $1.9 trillion Covid-19 relief bill passed the Senate 50-49 on Saturday following a more than 25-hour marathon of amendment votes completed after Democrats settled an intra-party dispute over unemployment aid.