Accounting August 14, 2022
Only 24% of executives say they are investing in these functions to drive growth. Rather, they say they are focusing resources on efficiency, resulting in potentially limited expansion opportunities
June 24, 2021
CPA tax advisors are in a unique position as financial physicians. Now is an ideal time to be proactive and contact clients who might be in need of a mid-year financial check-up. With potentially significant changes to the tax landscape looming, we ...
April 29, 2021
By taking a strictly data-driven approach and basing funding decisions solely on company fundamentals and scenario analysis, Capchase has removed all of the unconscious biases that have traditionally existed in venture funding.
April 28, 2021
Financial stress is much higher for renters (72 percent at least somewhat stressed) than it is for homeowners (52 percent).
April 24, 2021
Businesses are leaving money on the table due to antiquated payments infrastructure. As many as 55% report monthly revenue losses of between 4% and 5% due to operational inefficiencies related to their current payment processing system, and almost a ...
March 11, 2021
Lockstep, an accounting cloud developer, has announced the expansion of their leadership team with the new hires of Rosalyn Curato and Preethi Pragash. The news comes just weeks after the Seattle-based accounting platform closed its $10 million ...
March 9, 2021
Cube is currently focused on mid-market growth companies, and counts a handful of unicorns and public companies in its customer base, which has quadrupled since the company’s seed round last year. Responsible for billions of dollars of financial data...
March 4, 2021
The COVID-19 pandemic is causing many finance and accounting executives, including your clients, to rethink their budgets, implement cost-saving measures, and reinforce their budgeting and forecasting, with a focus on proactive planning. Proactive planning is the process of budgeting and re-forecasting based on real-time operational data and market dynamics. It involves visualizing the path the...…
March 2, 2021
The pandemic has impacted many influential tax rules. At the same time, the new presidential administration has implemented additional changes, making tax planning even more challenging.
March 1, 2021
The pandemic has presented challenges to planning firms and clients alike. Earlier this year, thought leaders in the financial planning space gathered online for the AICPA’s 2021 Personal Financial Planning (PFP) Summit to discuss best practices for ...
May 11, 2020
Expert offers tips for anyone who's worried about what to do next (or not to do, as the case may be) in the volatile coronavirus market: First, make sure both you and your financial advisor are fully engaged.
January 13, 2020
Credit card debt, in and of itself, isn’t always bad. The true value of any debt is how much it helps versus how much it hurts your clients’ financial outlook. A loan may be necessary at times. And if they can get that cash infusion for zero percent ...