Article

Automation_technology _.5558c5b706074

June 30, 2021 

5 Ways Automation Elevates Your Accounting Department

Technology has become a significant part of our lives in today’s world. It changes how we shop, communicate with friends and family, and how we work. By implementing the right technology into your accounting department, your team can work smarter and ...

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June 30, 2021 

2021 Financial Planning: The Increasing Popularity of SLATs

SLATs are a powerful estate planning tool for couples who would be resistant to transfer a significant amount of assets to their children, thus losing all access to those funds. Given the proposed tax law changes on the horizon, some of which would ...

Automation_technology _.5558c5b706074

June 28, 2021 

AP Automation is Taking Off in Small and Mid-Sized Businesses

Last year was a wake-up call for businesses trying to run back-office operations. While in the past many were able to do this manually, when the pandemic hit, it quickly became apparent that approach was untenable. Nowhere was the pain felt as ...

Automation_technology _.5558c5b706074

June 28, 2021 

AI’s Growing Influence Over CPA Services

With change to any industry comes new opportunities and threats. How you and your firm navigate the pros and cons of innovation will ultimately determine your success.

 Do Your Clients Need a Mid-Year Tax Checkup?

June 24, 2021 

Do Your Clients Need a Mid-Year Tax Checkup?

CPA tax advisors are in a unique position as financial physicians. Now is an ideal time to be proactive and contact clients who might be in need of a mid-year financial check-up. With potentially significant changes to the tax landscape looming, we ...

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June 22, 2021 

Credit Cards Could Be the Next Big Opportunity in B2B Payments

With the advent of widespread remote work, businesses have made impressive leaps in eliminating checks and adopting electronic supplier payments. These changes primarily translated to increasing the number of ACH or Direct Deposit payments made.

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June 18, 2021 

5 Ways to Raise Pre-Seed & Seed Funding

The seed round is the first official stage of equity funding. That means that you can expect to give up some ownership, typically in equity or a convertible note, in exchange for capital. (Earlier pre-traction rounds are sometimes called “pre-seed” ...

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June 16, 2021 

Mindset Shifts That Lead to Positive Business Outcomes

In the tax and accounting profession, it’s natural for us to focus on the concrete - the numbers, the client emails and calls, the compliance forms, etc. What may be less natural to some is making soft skills just as important.