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 16, 2020
Zenefits Launches Online Healthcare Shopping for Small Businesses
The Zenefits benefits shopping experience helps to level the playing field for small businesses and their people, who have been unfairly disadvantaged on cost per employee health insurance compared to large companies.
December 15, 2020
21 New Year’s Financial Resolutions for 2021
The annual ‘fresh start’ that comes with a new year is fast approaching. This is a great opportunity for Americans to review their overall financial situation, check-in on their goals and set some new ones.
December 14, 2020
VoIP for CPAs: How it Works & Why it Matters
Industries like sales, marketing and customer support are already using VoIP phone systems to make their work and lives easier. There’s an opportunity for workers in other industries to get on board as well – accounting firms especially. What is VoIP and How Does it Work? In the era of COVID, a cloud based communication...…
December 14, 2020
Get Ready for The Next Round of PPP
During the initial rollout of PPP, CPA firms were forced to set up manual processes to serve clients and often operated with limited guidance. To provide better support, the AICPA, CPA.com and fintech leader Biz2Credit in September launched a ...
December 11, 2020
Finding Growth Opportunities in Challenging Times – Increasing Client Interest in New Services
,” which identified the services clients most valued from their accountants. The report was based on survey responses of more than 650 accountants and business professionals across the country. Growing as an accounting firm requires identifying and understanding the services your client base most wants and needs. Among small businesses, the biggest pain points consistently...…
December 10, 2020
Invoiced Releases Invoiced ERP Connect for Integrating With Accounts Receivable Cloud
The new Invoiced ERP Connect software provides a no-compromise solution to the challenge of connecting on-premise systems with Invoiced’s category-leading cloud-based solution for A/R automation.
December 10, 2020
New Online Payments System Launches for Accounting Firms
Consumer preferences are to pay by credit card, and online invoices are frequently paid within 24 hours. This rapid access to funding is critical for professionals that are seeing an increased volume of unpaid bills from clients. BQE CORE’s business ...
December 10, 2020
Net Worth of U.S. Billionaires Has Increased by $1 Trillion Since Beginning of Pandemic
The collective wealth of America’s 651 billionaires has jumped by over $1 trillion since roughly the beginning of the COVID-19 pandemic to a total of $4 trillion at market close on Monday, December 7, 2020. Their wealth growth since March is more than ...
December 10, 2020
Paychex Introduces a Pooled Employer Plan Retirement Savings Option
Paychex, Inc. will be among the first in the retirement industry to sponsor and maintain a Pooled Employer Plan (PEP) to help businesses nationwide provide a cost-effective retirement plan option for their eligible employees.
December 9, 2020
Pandemic-Era Burnout: How to Protect Your Finance Team
The COVID-19 pandemic has made 2020 one of the most stressful years ever for finance workers — and has led to a rise in burnout. Many staff are classified as key workers and have been toiling around the clock to deliver essential services, often with ...
December 9, 2020
Anduin Launches AI-Powered Accounts Receivable Platform for Accounting Firms
Anduin, a new technology company helping accounting firms streamline accounts receivable with artificial intelligence, has announced the official launch of the company and its Intelligence-Based Billing platform to unlock time and money for ...
December 9, 2020
Sovos Acquires Payroll Tax Software Company LTtax
Global tax software provider Sovos has acquired LTtax, a New York-based provider of payroll withholding and unemployment tax software serving some of the largest retailers, financial institutions and insurers operating in the United States.