Firm Management July 10, 2026
Avoid Assumptions: Use Career Conversations to Guide Your Firm’s Succession Planning
A succession plan built on assumptions is likely to fall short of expectations when it matters most.
December 13, 2021
Vertex Indirect Tax O Series is Certified by SAP Business Technology Platform, Caters to Brazilian Market
Vertex, Inc., a global provider of tax technology solutions, announced today that its Vertex® Indirect Tax O Series® 9.0 solution is certified by SAP as built on SAP Business Technology Platform (SAP BTP), SAP’s platform for the Intelligent Enterprise. The solution has been enhanced to specifically support the tax requirements for companies operating in Brazil. “We are...…
December 13, 2021
Aliaswire Joins Phixius, NACHA’s Peer-to-Peer Data Exchange Network
Aliaswire, a provider of digital payment and credit solutions for businesses and financial institutions, and Nacha today announced that Aliaswire will join the Phixius Peer-to-Peer Network for the exchange of payment-related data.
December 10, 2021
Bookgel Launches AI-Assisted Pricing & Closing App for Accountants
Bookgel was developed by Allan Ratafia and Marc Howard, the duo that brought the accounting profession BizPayO, a 3-in-1 web platform for online payments, proposals, and automated Google reviews. From the BizPayO platform, Ratafia and Howard, who ...
December 10, 2021
How to Better Monetize Your Business as a Tax Pro
Oftentimes the offering firms have trouble quantifying the most is advisory services. Tax pros give advice continuously to their clients without charging them, writing it off as a one-off case when more times than not those clients come back time ...
December 10, 2021
Accounting and Finance Hiring Trends and Tips for 2022
Technology and staffing issues have changed dramatically over the last two years. So, what can firms expect when it comes to hiring and staff management in 2022 and beyond?
December 10, 2021
How Taxpayers Can Get Ready for the 2022 Tax Season
There is still time to take actions in December to help when it comes time to file federal tax returns in 2022, including special steps related to Economic Impact Payments and advance Child Tax Credit payments.
December 10, 2021
How to Create a Frictionless Busy Season
I know I sound like a broken record when other tax pros ask me about the “busy” in busy season. My response? “The Berg Advisors' busy season runs smoothly with few surprises.”
December 9, 2021
Avoiding the Inevitable
Before March comes and we feel overwhelmed, an hour of effort now can save 100 hours when it really counts. While you may not be able to find more people, you have options to intentionally navigate this path forward and have a successful busy season.
December 8, 2021
How a Learning Culture Can Transform Your Practice
One of the challenges associated with team learning is that everyone is at a different level. Some people are great with technology; others know everything about compliance. And sometimes, people don’t want to let others know they’re struggling with a ...
December 3, 2021
SurePrep and Thomson Reuters Partner for Streamlined Tax Prep
Thomson Reuters and SurePrep will provide open and royalty-free access to each other’s Application Programming Interfaces (APIs), enabling increased investment in product integration that ultimately benefits firms by streamlining and automating ...
December 2, 2021
Private Sector Employment Increased by 534,000 Jobs in November
Private sector employment increased by 534,000 jobs from October to November according to the November ADP National Employment Report. Distributed each month, the ADP National Employment Report is produced by the ADP Research Institute in ...
December 2, 2021
Business Execs Lower Profit Expectations on Inflation Worries
Profit expectations are also under pressure, with the anticipated growth rate for the next 12 months dropping to 2.1% from 2.5% last quarter. Revenue growth projections, on the other hand, are up to 4.7% from 4.3%, quarter over quarter.