Technology

January 7, 2021 

There are several structures for adding financial planning services to your firm’s current services. For example, you can handle everything in-house or partner with a financial planning firm to provide services.

January 7, 2021 

Clients already turn to you and trust you for tax planning, which most likely incorporates a part of financial planning such as 401Ks, IRAs, and other retirement plans and investments. Financial planning services augment the tax strategies you already ...

January 7, 2021 

A cloud sales tax returns solution designed exclusively for accounting firms, MRA enables firms to extend their practice with automated sales tax preparation and filing services, to provide clients with the benefits of a fully managed returns service.

January 6, 2021 

The two firms have a history of working together to serve healthcare clients. With the merger, BerryDunn clients will now have seamless access to VantagePoint’s deep expertise in healthcare compliance, credentialing, operations, and due diligence.

January 6, 2021 

PBMares, LLP, a Top 100 accounting and consulting firm in the U.S., announces that Harvey L. Johnson, partner and Cybersecurity & Control Risk Services Practice Leader has been appointed CEO, effective January 1, 2021. Johnson will serve as the ...

January 6, 2021 

The 2020 Annual Progress Update has been released, describing the agency’s work delivering taxpayer service and compliance efforts during COVID-19 while spotlighting actions taken by IRS employees to help people during the challenging year.

January 5, 2021 

Clients often consult their certified public accountant when considering selling a business. Conducting business valuations, proposing deal structures and outlining potential tax consequences are valuable skills.

January 5, 2021 

Compared to other workplaces in different industries, the typical accounting firm deals with a greater need for a direct and clear management style.

Shahram Zarshenas

January 5, 2021 

The start of a new year is always a time to look forward, both for individuals and for business leaders. With the year also bringing changes in the administration, Paychex, Inc., a provider of technology solutions for human resources, payroll, benefits, a

January 5, 2021 

Tax departments today are facing unprecedented pressures, including management of changing tax obligations, new regulatory requirements, and providing real time scenario analysis – all while adjusting to a new workplace environment.

January 4, 2021 

For accounting firm leaders, now is the time to start to research and experiment with these technologies. While your clients might not build their own Spatial Web, they will likely participate in it. When your clients inevitably start ...

Jim Boomer

January 1, 2021 

Three easy tips to reduce manual data entry and some benefits of automation.