Technology

March 9, 2021 

Many CPA firms conduct annual retreats to keep them on track. With the pandemic, more firms need to consider holding a retreat to help them prepare for their future. Taking into account what we’ve learned over the past year, here are five reasons to ...

Jean Caragher

March 9, 2021 

We know you don’t work 24/7, even though sometimes it seems like it. When you take off your work hat, do you put your phone aside, or do you wind down by playing a few games? This “Apps We Love” article focuses on games, and the members of the ...

Gail Perry

March 9, 2021 

Scaling at a rapid pace, the adoption of digital modernization has become critical for financial firms. Partially due to COVID shifting financial firms' needs, customization software aided with tools for collaboration and efficiency have become crucial...

March 9, 2021 

Bookkeeping fintech Zeni has launched the first AI-powered finance concierge for startups, making its intelligent bookkeeping, accounting, and CFO services available to businesses across the United States. The company also announced it has raised $13.5 million in funding to-date, its Series A led by Saama Capital with participation from Amit Singhal, Sierra Ventures, SVB Financial...…

March 8, 2021 

This important change provides another source of financial relief for businesses that continue to struggle with the financial impacts of the COVID-19 pandemic. To help maximize the benefits of available stimulus options, Paychex, Inc., the HR software ...

March 8, 2021 

Technology is ingrained in virtually everything accountants do to run their firms and serve their clients. To take advantage of opportunities and position your firm for long-term growth, you need a good technology plan. When most of the firm is focused...

Amanda Wilkie

March 5, 2021 

Anchin has long-served clients on Long Island and this new location will enable closer proximity to an increasing number of Anchin's clients, including high net worth families and individuals served by Anchin Private Client, throughout Long Island.

March 5, 2021 

Edge Marketing has long provided executive-level communications and marketing advisory services for clients seeking more than management or tactical support for PR or marketing. The agency’s fractional CMO services reflect the expansion of this ...

March 5, 2021 

Busy season is exactly the time of year you need the best software the most. Technology can potentially help you work faster with fewer mistakes—and thus decrease your stress.

Andrew Argue

March 4, 2021 

Aligned with Xero’s strategic priority to grow the small business platform, the acquisition of Planday will help more small businesses save time, save money, deal with increasing compliance requirements, support more flexible forms of work, and look ...

March 4, 2021 

Sal Visca has joined Vertex, Inc. as chief technology officer (CTO) effective immediately. He is responsible for leading the company’s technology strategy, software engineering and innovation roadmap to accelerate growth.Vertex is a global provider of tax technology solutions. Visca brings 30 years of technology and executive management expertise transforming and operating large-scale cloud software businesses....…

March 2, 2021 

Given the choice, accounts payable professionals would make the move to digital payment solutions. And those who already have are quite pleased with the decision. Around three-quarters report being “very” or “extremely satisfied” with digital wallets...