Technology March 27, 2026
How Accounting Firms Can Stay Ahead of BSA/AML Expectations
Strong internal controls, clear documentation, and deliberate IT practices help your firm look like a lower‑risk partner to banks.
Technology March 27, 2026
Strong internal controls, clear documentation, and deliberate IT practices help your firm look like a lower‑risk partner to banks.
March 27, 2026
March 27, 2026
November 14, 2018
Square has launched employee benefit offerings within Square Payroll, providing small businesses who use Square Payroll access to quality, affordable benefits like health insurance and retirement savings. Benefits are flexible, easy-to-use, and ...
November 14, 2018
The number of CI special agents dipped below 2,100 by the end of fiscal 2018, which is the lowest level since the early 1970’s. Consequently, CI turned to data analytics to assist in finding the most-impactful cases.
November 13, 2018
Has your firm utilized technology to its fullest capacity to provide the highest quality service to your clients? Is your firm able to successfully attract, retain, and engage top talent due to your strength with technology? If so, you can stop ...
November 13, 2018
For accountants, the two key important words in the above description are “ledger” and “technology”. Accountants have deeply understood ledgers for centuries. They have been leveraging technologies for decades. Therefore, Blockchain, is not a ...
November 13, 2018
You are likely to have seen all the information you need on the new iPhone, Google Pixel 3, Surface Pro 6, and Office 2019 as well as the outcomes of the CCH, Thomson and Intuit conferences, although if the reviews are not factual enough for me ...
November 12, 2018
For many accountants, value pricing sounds like a great way to boost a firm’s bottom line. However, many firms have not been able to experience the benefit; in fact, many have found that despite its promise, value pricing had a limited application ...
November 12, 2018
Banks are often known for their extremely limited hours of operation. This should not be the case with your app or online access. Whether your organization has its own app or you simply make client banking docs available online, it’s important that ...
November 8, 2018
The short answer is that CPA firms stink at succession planning. Firms’ entire operations are geared to maximizing short-term profits, focusing on today at the expense of tomorrow. Evidence of this is the following: A 60 year-old sole practitioner wants to sell her firm and work eight more years. She has revenue of $1M and...…
November 8, 2018
This year marks Baron’s 21st consecutive and final Users’ Conference keynote, as he will be leaving the business at the end of the year. Baron joined Thomson Reuters in 1992 and has been managing director of the Professional segment of the Tax & ...
November 7, 2018
Emerging innovations such as data analytics, cloud-based technology, and web-based audit solutions are transforming financial audits. Thomson Reuters Enterprise Cloud Audit Suite, including its products such as Checkpoint Engage and AdvanceFlow,, ...
November 6, 2018
Intuit Inc. has announced new updates coming to ProConnect Tax Online, their cloud-based professional tax preparation software, for Tax Year 2018. The enhancements include key tax reform updates, new workflow features for small to large firms ...
November 6, 2018
All of this year’s FVS Standing Ovation honorees hold the Certified in Financial Forensics (CFF) or Accredited in Business Valuation (ABV) specialty credential, with more than a quarter holding both.