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.
November 22, 2020
Self-Directed 401(k) Balances Show Steady Growth in Q3
The average account balance across all participant accounts finished Q3 2020 at $302,256, a 9% increase year-over-year and a 6% increase from Q2 2020.
November 22, 2020
Increase in Flex Work Leads Employers to Consider New Pay Models
Many survey respondents reported that these new arrangements will require hybrid compensation models that for some employers include paying employees based on their geographic home base when they relocate.
November 19, 2020
Workers Getting Tired of Video Calls
A new study shows video calls may be wearing on workers. More than three-quarters of professionals surveyed (76%) by professional staffing firm Robert Half said they participate in virtual meetings.
November 18, 2020
Bill.com Launches Solution for Wealth Management Firms Offering Bill Pay Services
The solution enables firms to shift from a cumbersome and time-intensive approach to an automated and secure bill payment process.
November 18, 2020
BQE Partners with AffiniPay for Electronic Payments
BQE CORE customers now have access to AffiniPay’s best-in-class payment solutions allowing firms an easy, secure and modern way to accept credit cards and eChecks from their clients.
November 17, 2020
Accounting and Digital Transformation in 2021
The pandemic has created a new normal that is forcing companies to change rapidly. Twilio recently surveyed over 2,500 enterprise decision makers about digital transformation and the results were undeniable; 97% of decision makers said the...
November 17, 2020
Last Chance to Get Coronavirus Stimulus Payments
Anyone who doesn’t normally file a tax return and hasn’t received their coronavirus stimulus payment has until 3 p.m. EST this Saturday, Nov. 21, to register with the IRS for an Economic Impact Payment. The only way remaining to get a payment in 2020 is to register using the Non-Filers: Enter Info Here tool on...…
November 17, 2020
Grant Thornton Launches SOC.x
Grant Thornton LLP has launched SOC.x, a new platform to more efficiently produce reports covering System and Organization Controls (“SOC”), while also providing industry-leading, market-accepted quality.
November 17, 2020
14 Year-End Tax and Financial Tips
The window of opportunity to trim that 2020 tax bill, save for retirement and leverage strategies to secure your financial future is closing. To help Americans make these moves before it’s too late, CPA financial planners with the ...
November 13, 2020
Finding Growth Opportunities in Challenging Times – Increasing Client Interest in New Services
As 2020 has continued to present unexpected challenges for businesses across all industries, many companies, including accounting firms, are wondering how to position themselves for future success.
November 12, 2020
70% of Americans Say No to Travel Plans for Thanksgiving, Christmas
Business travel has been even more impacted than personal travel. Only 8% of Americans say they have taken an overnight business trip since March, and just 19% of respondents who are currently employed expect to travel for ...
November 12, 2020
Trusaic Introduces Free ACA E-File to Simplify ACA Compliance and Reduce Risk of IRS Penalties
Small mistakes in ACA filing can result in costly penalties approaching millions of dollars for the reporting organization, and most self-completion ACA software solutions do not offer the capability to identify or prevent IRS penalty risk.