Financial Planning

October 22, 2015 

What you do learn in 40 years or so is what separates a successful CPA from one that struggles every year with mediocre clients and profits. My list of successful attributes is what I like to call the 10 Commandments of a successful CPA starts with ...

Dave McClure

October 20, 2015 

Money talk can be so scary that 59 percent of Americans would rather discuss "the birds and the bees" with a stranger than their personal financial situation (39 percent). This is especially true of women, as 63 percent share this preference compared ...

October 18, 2015 

A survey by the American Psychological Association pinpointed money as the leading cause of stress for Americans, with 72 percent saying they had felt at least some stress about money in the previous month.

October 8, 2015 

The FASB has a project underway to improve accounting rules for financial instruments and is expected to issue a final standard in late 2015 to make targeted improvements to existing Generally Accepted Accounting Principles (GAAP).

October 6, 2015 

America's population is in the midst of a major generational shift as Baby Boomers look toward retirement and a younger generation re-shapes the workforce. A national survey released today by loanDepot LLC, America's lender, suggests Americans may be ...

September 29, 2015 

The impact on the Greek economy continues to be unfold. The bailout calls for a series of austerity measures, including streamlining the Greek pension system and boosting tax revenue, especially from the value-added tax (“VAT”); reforming the labor market

September 23, 2015 

Helping your clients with a full range of services, including creating a business plan and guiding them on how to secure financing, can have a huge impact on their success, increase your integrity as a provider of services and lead to increased referrals.

Sabrina Parsons

September 20, 2015 

Any retirees who felt queasy over the recent swings in the market probably have their money invested in the wrong areas, Slovon says. He suggests options that retirees, or those nearing retirement, should look for as they try to figure out how much ...

September 18, 2015 

This feature allows small businesses to enter the details of paper invoices into BlueVine’s cloud-based invoice factoring solution, manually creating an online invoice. Without being required to connect accounting software to BlueVine, qualified ...

September 15, 2015 

Businesses can now easily track and see the financial impact on any aspect of their operations, including customers, employees, cases, projects and campaigns, by linking or sub-analyzing their chart of accounts with object elements on the Salesforce App.

September 15, 2015 

A survey by the American Psychological Association pinpointed money as the leading cause of stress for Americans, with 72 percent saying they had felt at least some stress about money in the previous month.

September 15, 2015 

Also known as “CEO fraud,” this type of scam is surprisingly easy for criminals to pull off with just a little social engineering and a rudimentary knowledge of technology. But there’s good news – simple accounting controls can go a long way in ...