Benefits

Bookgel was developed by Allan Ratafia and Marc Howard, the duo that brought the accounting profession BizPayO, a 3-in-1 web platform for online payments, proposals, and automated Google reviews. From the BizPayO platform, Ratafia and Howard, who ...

Oftentimes the offering firms have trouble quantifying the most is advisory services. Tax pros give advice continuously to their clients without charging them, writing it off as a one-off case when more times than not those clients come back time ...

Technology and staffing issues have changed dramatically over the last two years. So, what can firms expect when it comes to hiring and staff management in 2022 and beyond?

There is still time to take actions in December to help when it comes time to file federal tax returns in 2022, including special steps related to Economic Impact Payments and advance Child Tax Credit payments.

I know I sound like a broken record when other tax pros ask me about the “busy” in busy season. My response? “The Berg Advisors' busy season runs smoothly with few surprises.”

Before March comes and we feel overwhelmed, an hour of effort now can save 100 hours when it really counts. While you may not be able to find more people, you have options to intentionally navigate this path forward and have a successful busy season.

One of the challenges associated with team learning is that everyone is at a different level. Some people are great with technology; others know everything about compliance. And sometimes, people don’t want to let others know they’re struggling with a ...

Thomson Reuters and SurePrep will provide open and royalty-free access to each other’s Application Programming Interfaces (APIs), enabling increased investment in product integration that ultimately benefits firms by streamlining and automating ...