Tax and Practice Management
Features
How the Risk for Accounting Professionals Has Multiplied in the age of COVID-19
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
The QuickBooks Weekly Timesheets Blues
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
Know Your Business’ Numbers: Five Areas for Financial Success
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
Are You Ready For PPP Forgiveness?
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
How Can MoreReporting Help You Grow Your Practice?
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
What Is an Offer in Compromise, and Is It Right for Your Client?
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
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Going paperless: Success stories from the field
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
How to move from compliance to business advisory
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
Why Your Professional Services Firm Needs Cloud-Based Software
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
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Industry leaders discuss considerations/keys to going paperless
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