Taxes August 12, 2026
The Treasury Department and the IRS issued guidance Wednesday that the tax agency says will simplify and standardize the rollover process for both participants and plan sponsors.
August 12, 2026
August 12, 2026
August 12, 2026
August 11, 2026
April 28, 2022
The new initiatives are part of the firm’s ongoing efforts to support the well-being of its professionals.
April 27, 2022
In today’s world, where everything and anything can be found on the internet, even if your current clients are talking up your firm to their friends and colleagues, chances are that before those prospects shoot you an email or pick up the ...
April 27, 2022
Spreadsheet Sync, minimizes manual data entry and the complications of CSV imports and exports without having to use or learn a completely new tool. Customers can connect their QuickBooks Online Advanced data directly to Excel, enabling them to build ...
April 25, 2022
Saving for retirement involves more than just putting extra money under the mattress. Planning wisely before retirement and taking money out of accounts carefully in later years can make a big difference in how much is available.
April 25, 2022
CPA firms are taking varied approaches to the comeback. Some have adopted a very hardline approach and aren’t even entertaining the thought of a hybrid work model for their employees. Other firms are keeping things flexible about the “where” of ...
April 22, 2022
While a company can manage manual processes on a small scale, those processes can impact AP team priorities as the company grows. Productive initiatives are abandoned in order to accommodate time-consuming data-entry tasks—and additional FTEs are ...
April 21, 2022
For finance and accounting (F&A) teams, digital transformation is optimizing the use of technology solutions to engage, communicate and collaborate with stakeholders virtually. This topic is top of mind across all industry leaders.
April 21, 2022
The integration provides a modern payment tool for tax resolution professionals and their clients to benefit from by giving users a more streamlined payment management solution.
April 21, 2022
The U.S. Census projects that minority populations will comprise more than 50% of the total population in 2045, with the largest growth among multiracial individuals. Firms will need to better reflect the ethnic and racial makeup of their communities ...
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 ...
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 ...
April 19, 2022
As fraud has evolved and become more difficult for humans to identify, finance organizations need to place a heavier reliance on technology. AP teams armed with powerful and intelligent AP automation technology can do more than win a battle against fraud.