Technology

intuit-quickbooks-preferred

April 12, 2021 

Premium Apps for QuickBooks Online Advanced Speed Workflow

CPAs and accountants know their clients would rather spend time in their business than on their business. One of the ways to do that is to recommend third-party apps that integrate with QuickBooks Online. Apps handle tasks, speed workflow, enable productivity, and help businesses – and even your own firm – be more efficient. If...…

conference-room-768441_1280

April 12, 2021 

CFOs Expect Permanent Decrease in Office Space and Travel

The survey reveals that many CFOs plan to cut travel and real estate expenses in the coming year and beyond. Of the 250 respondents surveyed in February 2021, 31% plan to minimize real estate and facilities expenses over the next year, while ...

Customer_Experience_1_.589a10b458376

April 9, 2021 

5 Tips to Optimize Firm Workflow

Now is a great time for your firm to take stock of what currently works in your firm, and what could use a little updating. Spending some time implementing a practice management strategy now can increase both efficiency and profits later.

Mary Girsch-Bock

Avantax

April 9, 2021 

Avantax Welcomes Legacy Capital Advisors, LLC

Led by Managing Partners Chris Kirkland and Kevin Kelly, Legacy Capital Advisors serves a diverse client base ranging from retirees or soon-to-retire clients for whom income generation is key, to clients earlier in their investing cycle who often are ...