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The IRS recently released the updated W-12 (PTIN Application Renewal) form and one of the questions that preparers will need to take note of is #11-Data Security Responsibilities which states:…
Last week, the annual Accountex event was held in Boston. As a local company, we were happy to sponsor the event and host multiple key speaking sessions. In these sessions…
A short history of self service in accounting. Ready? 1978: A small business owner has her bookkeeper log cash transactions in a One-Write manual entry system. Payroll is done…
*This is Part 2 of 3 posts. Stay tuned for Part 3. You can read Part 1 here. The CPA Firm Management Association (CPAFMA) recently conducted its second comprehensive technology…
*This is Part 1 of 3 posts. Stay tuned for Part 2. The CPA Firm Management Association (CPAFMA) recently conducted its second comprehensive technology survey tailored specifically to member firms…
If you’re running a business, like me, there are some applications that are crucial to help you with productivity, management, and operations. Here are some great examples. Avalara If you’re…
The time has come to elevate clients upward and onward Ten years ago, the accounting profession was just starting to experience the advent of cloud-based technologies. The term “hosted” was…
As a Support Supervisor, it is my role to help our valued customers resolve any issues encountered in the hosted environment. Some problems, a failed banking import or a pending…
With many small businesses and accounting professionals experiencing snow, bitter cold, and high winds this month, it’s a great time to explore the benefits of doing your accounting work from…
While it’s understood that your catalog of priorities is already extensive, security is one that must take a top position on your list this year…and for good reason. The world…
There is plenty of reason to be optimistic about job growth and the near-term economy. Just ask an accounting professional. We polled CPA firms, accounting professionals, and small-businesses in our…