Advisory

retirement_accounts_1_.54820248615b0

May 8, 2018 

4 Common Retirement Mistakes And How To Avoid Them

Constructing a smart retirement income plan isn’t easy. Throughout the working years there are many factors to consider, such as salary, expenses – monthly and unforeseen – debt and college for the kids, just to name a few.

payroll pay cards 1  5820a41fbe270

May 2, 2018 

State-by-State Rules on Payroll Debit Cards, aka Paycards

Starting April 1, 2019, the federal government has specific regulations that will take effect, although none prohibit the use of paycards. Most of the new regulations pertain to how the issuer must respond to paycard holders and set specific disclosure...

blockchain 5abad98335026

May 1, 2018 

5 Blockchain Tips for Accounting Firms

There has been a lot of talk about how blockchain technology will disrupt the role of accounting as we know it today. In truth, disruption has already been happening through automated accounting software and other applications that help accounting ...

big4firms

April 24, 2018 

4 Reasons Your Firm Can Serve Clients Better Than a Big 4 Firm

Every business has a unique set of needs when it comes to selecting service providers. For example, depending on the size of the company or the specific matter at hand, there are a variety of options to think about when choosing a firm to handle your ...

FinancialPlanning1

April 24, 2018 

5 Financial Planning Tips for Young Investors

In a financial literacy survey of more than 5,500 young adults, the National Endowment for Financial Education and George Washington University found that only 8 percent of those ages 23 to 35 showed a high level of financial knowledge.

document20management20software_10912476

April 18, 2018 

6 Spring Cleaning Tips for the Post-Tax Season

Tax season is over - hallelujah. From my experience working with numerous accounting firms on their digital strategies, I know for a fact that a number of accountants (but mostly partners and practice owners) get close to burnout during this season ...