cfo cloud

June 26, 2018 

CFO 2.0: Going Beyond the Finance Function

Assuming roles outside of the finance function is of increasing importance for CFOs. From reporting tools to automation opportunities, CFOs are learning to roll with the punches with a host of new technologies coming online.

sales tax 1  55f831d675655

June 26, 2018 

Automation In An Increasingly Complex SMB Tax World

Even before Quill was overturned, jurisdictions were constantly readjusting their tax strategies to close the tax gaps generated by digital transformation and evolving business models. This means tax requirements are always changing, creating ...

 HR Departments Focusing on Engagement and Company Culture

June 25, 2018 

HR Departments Focusing on Engagement and Company Culture

The Paychex report also showed a commitment to talent management, as 85% of respondents said they’re focusing on company culture to drive results, and 77% feel their current HR technology solution is improving overall employee experience.

 Are Grants Subject to Revenue Recognition?

June 25, 2018 

Are Grants Subject to Revenue Recognition?

Revenue recognition brought to light a diversity of practice in the way that nonprofit organizations and funders classified grants and contracts from federal, state and local governments and other funding sources such as foundations in the financial ...

client-portal1_10884461

June 25, 2018 

Securely Sharing Client Documents: It’s Time to Consider a Portal

How does your firm exchange important financial documents with clients? Do clients send earnings statements and tax documents by regular mail, or perhaps as email attachments? In the event of an audit, how are PBC (prepared by client) supporting documents delivered? Finally, how does your firm exchange documents requiring client signature? Tax and financial documents...…