Article

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December 15, 2021 

2022 Fintech and Payments Predictions

Managed properly, AP data will provide a “single version of the truth” about these aspects of the business, enabling more confident strategic decision-making, improved operational control, and a better understanding of customer and supplier needs.

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December 13, 2021 

Why You Should Start Offering Financial Services To Your Clients

Offering financial planning services can help your accounting firm grow and thrive. But getting started may feel overwhelming. Thankfully, your firm can partner with an experienced team that offers financial planning services to streamline your success.

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December 13, 2021 

Pandemic Pivots for the Tax and Accounting Profession

As tax professionals the last 18 months have taught us so much about the industry and our profession. Most importantly, it’s shown us that change is inevitable – and often unexpected – and our clients’ needs are ever-evolving.

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December 10, 2021 

Apps We Love – Dec. 2021: Giving Back

the pandemic and recent changes to tax deductions for donations have also adversely affected many charitable organizations, with as many as a third now at risk of shuttering due to dwindling funds, according to a recent study.

Gail Perry

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December 10, 2021 

How to Create a Frictionless Busy Season

I know I sound like a broken record when other tax pros ask me about the “busy” in busy season. My response? “The Berg Advisors' busy season runs smoothly with few surprises.”

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December 9, 2021 

Your Personal Enrichment Schedule for 2022

We start the new year, busy season takes hold, then we make some time to relax in the summer, we get busy in the fall again and prepare for family gatherings, and the year-end approaches and we’re back to the start of another cycle.

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December 9, 2021 

Covid Taught Us the Importance of Slowing Down

If Covid has taught us anything, it’s maybe we don’t need to be so busy like before. Before the pandemic, there were always too many things to do, too many clients to see, and never enough time in the day. Finding work-life harmony seemed to be a ...

Amy Vetter

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December 9, 2021 

Avoiding the Inevitable

Before March comes and we feel overwhelmed, an hour of effort now can save 100 hours when it really counts. While you may not be able to find more people, you have options to intentionally navigate this path forward and have a successful busy season.

Garrett Wagner

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December 8, 2021 

How a Learning Culture Can Transform Your Practice

One of the challenges associated with team learning is that everyone is at a different level. Some people are great with technology; others know everything about compliance. And sometimes, people don’t want to let others know they’re struggling with a ...

Paul McDonald

income taxes small business_11427517

December 7, 2021 

Tax Season 2022: Are You Ready

Like 2020, the year 2021 is ending in the midst of a pandemic. Though recovery is in sight, and many businesses have long since adjusted to the chaos brought forth in 2020, there are still some challenges faced by taxpayers, and by accountants and CPAs. The question is, how should you best prepare for this...…

Mary Girsch-Bock

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December 7, 2021 

Gearing Up for Tax Season

According to a survey, finding qualified staff was the top issue for every firm-size segment except sole practitioners, and most expect staffing to continue being a top issue in the next five years.

Mike D'Avolio