Firm Management
Latest News
IRS Updates Clean Vehicle Tax Credit FAQs
Wolters Kluwer Acquires European Tech Portfolio, Including CodaBox, ClearFacts, Clearnox, Zoomit, and Flowin
IRS Chief Receives NATP’s Inaugural Vanguard Award
Growth Seen in Pilot Program that Reduces Barriers to Finishing CPA Licensure Education Requirement
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The Technology Lab Podcast – Creating a Backup Strategy – Dec. 2022
Brian Tankersley, CPA, CITP, CGMA and technologist Randy Johnston discuss specific steps small and mid-sized professional firms can take to develop a solid data backup strategy.
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KPMG Sells Its Spark Business to Accounting Fintech Decimal
The acquisition broadens Decimal’s suite of services and solutions. It also expands the company’s small-business footprint while adding key talent to the growing Decimal team.
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Creating an Effective Client Intake Process
Despite its importance, few firms put much energy into optimizing their client intake process. They identify their ideal clients, spend time packaging and
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Disaster Recovery Plan to Back Up Data
A disaster could devastate your firm at any time. You need a data backup and recovery plan to ensure that you don’t lose critical client data.
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Fannie Mae and Freddy Mac to Back Mortgages Up to $1 Million
The federal government plans to back mortgages of more than $1 million, catching up with the dramatic rise in U.S. home prices in recent years.
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Is Technology Making Your Life Easier or Creating More Stress?
We all look to technology as a solution to overwork, but is it possible that the latest technology is contributing to your current stress levels?
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AvidXchange Launches Cross-Border Payments
The embedded payment experience will be available first to Oracle NetSuite customers and accessible in AvidXchange’s newly launched SuiteApp.
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Workday Sees Growth in Q3
In its third fiscal quarter that ended October 31, 2022, Workday Financial Management continued to gain traction with new and newly deployed customers...