September 15, 2022
Morgan Stanley Investment Management Announces U.S. Wealth Leadership Group
Morgan Stanley Investment Management has announced the creation of the Morgan Stanley Investment Management U.S. Wealth Leadership Group
Accounting September 8, 2022
How to Create a Scalable Firm
Scaling should begin with you standardizing your entire workflow and documenting everything.
Accounting August 31, 2022
Business Execs Not Using Tax Data for Policy Changes
The survey indicates that the profession is moving the needle with promising investments in diverse talent, a greater willingness to upskill inhouse employee ...
Accounting August 14, 2022
Executives Agree Finance and Accounting is Key to Business Growth, but Few Make the Investment
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
Do Your Clients Need a Mid-Year Tax Checkup?
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
Capchase Announces New Funding Initiative To Support Women and Minority-Led Businesses
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
Younger Americans Hurt Most by Financial Stress During Covid
Financial stress is much higher for renters (72 percent at least somewhat stressed) than it is for homeowners (52 percent).
April 24, 2021
Majority of Finance Professionals Say Difficulty with Collecting Cross-Border Payments Slows Global Expansion
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 Adds Customer Success and Finance Officers to Team
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 Software Raises $10M Series A to Expand Next-Generation CFO Intelligence Platform
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
Why Proactive Planning is More Important Than Ever
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
2021 Financial Planning? Three Unexpected Tax Saving Actions to Take
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.