Financial Planning April 20, 2026
Fraud Remains a Top Concern for Americans, New AARP Research Shows
These concerns highlight both the financial and emotional toll of these crimes and reflect how pervasive and personal the threat has become.
Small Business March 21, 2023
Small Businesses Can Have Fortune 500 Tools, Here’s How
Modeling the future like a Fortune 500 company isn’t outside the realm of possibility for small businesses and their accountants.
Accounting March 17, 2023
The Ebb and Flow of the CFO’s Role: It’s Not Just About Numbers Anymore
CFOs are pushing their teams of representatives from across the business (not just IT) to evaluate data analytics and business intelligence tools.
Payroll March 6, 2023
U.S. Banks are Paying Higher Interest on Savings and CD Accounts
After years of earning next to nothing, depositors are discovering a trove of higher-yielding options like Treasury bills and money market funds .
Accounting February 23, 2023
Avantax Sees $1.7 Billion in Newly Recruited Assets, Up 79%
Avantax also continued successfully recruiting accounting firms to its employee-based model with the new affiliation of three large accounting firms.
Accounting February 23, 2023
4 Ways an Outside Financial Hire Can Strengthen a Family Business
While a new hire may be intimidating, a CFO or controller can provide valuable industry and financial expertise especially during economic volatility.
Payroll February 7, 2023
Half of Americans Are Worse Off Now Than 12 Months Ago, Survey Finds
It is the highest share of Americans who are financially losing ground since 2009, according to Gallup.
February 1, 2023
From RMDs to Student Debt, SECURE 2.0 Offers a Lot
While the law contains nearly one-hundred new retirement provisions, following is a summary of some of the most notable changes ...
January 23, 2023
From Execution to Insight: How Fintech is Shaping the Future of Accounts Payable
But within the next ten years, AP will go from brute force execution to strategic decision making, thanks to new fintech offerings.
Payroll January 18, 2023
61% of North American Workers Stress More Over Finances than Last Year
More than 4,200 workers across the United States and Canada were surveyed to analyze three clusters of people – Stressed, Unsettled, and Comfortable – and to understand ...
Payroll January 16, 2023
7 Strategies to Pay Off Holiday Debt and Increase Your Savings
Some simple steps can help you get on the right financial track in the new year and sleep better at night.
Accounting January 10, 2023
Not Your Keys Not Your Coins: How to Protect Digital Assets
"Not your keys, not your coins," refers to the importance of digital asset investors having control and sovereignty over the private keys to their crypto wallet(s).
Accounting December 14, 2022
Great SPAC Crash of 2022 Deepens as Investors Cash Out in Droves
Some SPACs face investor meetings that will give clients a chance to exit ahead of a new tax that could hurt their returns.