Tax and Practice Management

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Accounting pros have always been an attractive target for cybercrime. The confidential information needed to perform tax, payroll or any other number of services is precious to the criminals. And with current events, the threat is even greater. Read more

, Tax & Practice Management

Let’s face it, the weekly timesheets in QuickBooks aren’t very easy to use with employees. They work, but there’s never been a good solution to enter data into the weekly timesheet in the first place. Learn about one solution here. Read more

Tax & Practice Management

There are 4 financial-health indicators that many experts agree hold the key to running a viable, sustainable, and profitable business: cash flow, profit, sales, and gross margin/profit. And I suggest adding a fifth concept — allocation percentages. Read more

Tax & Practice Management

You got your clients the PPP loan. Great! They got the funds they need to continue operation during the Covid-19 crisis. But now the most difficult part starts: Loan forgiveness. Without that, this entire effort will be in vain. What do you do? Read more

Tax & Practice Management

COVID-19 has sparked what is expected to be the biggest recession since the 30's. As a result, bankruptcy among SMBs will increase. Many accounting firms are already seeing that their clients are struggling. How do we adapt? How do we respond? Read more

Tax & Practice Management

Learn what Offer in Compromise is, if it's right for your client, & what the qualifications are from Canopy former Revenue Officer, Jeffrey McNeal. Read more

Tax & Practice Management

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Companies that have embraced the transition to a paperless strategy continue to reap the benefits, including no longer having to deal with a loss in efficiency, increased risk in data loss and more. Check out how these firms made the transition. Read more

Tax & Practice Management

Compliance work can be done at the touch of a button, so we need to start changing our services away from simply adding up numbers and towards interpreting numbers. We need to move to advisory services. Read more

Tax & Practice Management

Today’s professional services firms face the test of adapting to the changing climate of global business, and succeeding, no matter how the rules change. And we know the rules have changed, likely for good. So, how do we adapt? Read more

Tax & Practice Management

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Don’t kid yourself—a paperless office is not exclusively defined by the elimination of paper. The people who work in a paperless office must buy into the concept of process efficiency delivered exclusively with tech. How do you get in this mindset? Read more

Tax & Practice Management