Article

April 22, 2022 

Less than one-third of companies eligible for the credit even know it exists, so two-thirds are losing out. If your clients' activities and expenses qualify and they’ve maintained assiduous documentation, they can realize substantial tax savings...

April 22, 2022 

Chris Vignone, with 25 years of public and private sector sales tax experience, founded PM Business Advisors to specialize in state and local taxes, federal taxes, and strategic planning. As sales tax issues grew more complex, he saw increasing demand ...

April 21, 2022 

As your firm starts to grow, things become a lot more complicated. You start to onboard new clients every month, you have to train new staff members to handle the growing workload, and you need to keep track of everything to ensure nothing slips ...

Shahram Zarshenas

Accounting April 21, 2022 

Many RPA solutions are designed to be used by business users like accounting professionals, and while some tasks will still require the assistance of an IT professional, with some training, these “low-code/no-code” tools can bring the power of ...

Brian Tankersley

April 19, 2022 

The next two months offer great opportunities to research, acquire and pilot new tools and processes so they become the new firm standard before the September and October deadlines. Below we outline 10 tips to optimize your post-busy season debrief ...

Roman Kepczyk

April 19, 2022 

On April 22, 2022, the United States and much of the world will mark the 52nd celebration of Earth Day, a day set aside each year to promote environmental protection. Americans often commemorate Earth Day by planting a tree or participating in an ...

April 18, 2022 

Whether you are a fan of video conferencing, look forward to returning to in-office meetings, or stand somewhere in between, you can be sure the process is here to stay. And thanks to the speed at which modern technology moves, I believe it’s safe to ...

Gail Perry

April 16, 2022 

The truth is that as an accounting professional, if you’ve served agriculture, research labs, or retail operations — you already know the basics of serving a cannabis company. The biggest difference lies in the stringent reporting requirements and ...

April 14, 2022 

We all know the feeling: some days, you have too much to do and too little time. You bounce from task to task, trying to complete what you can, but you find you didn't get nearly enough done by the end of the day. That could be because of a lack of focus.

Amy Vetter

April 12, 2022 

Employee handbooks have long been an essential workplace tool. Regardless of size, all employers should maintain a handbook. Handbooks often provide an employer’s history as well as its mission statement and guiding philosophy. They spell out the rules what is expected of employees and what the employer will provide in return. They have become ubiquitous...…

Richard D. Alaniz, JD

April 12, 2022 

While many economic relief programs have lost or exhausted their funding, planning in advance is key to generating the full scope of remaining benefits. Work with an advisor if you need support to understand the tax and audit considerations related to ...

April 12, 2022 

Auditors assess your organization’s internal controls, audit trail, and, most importantly, where and how your nonprofit spends funding. The auditors want to make sure your organization properly allocates the funds it oversees. If your organization has its