Technology February 18, 2025
"We are unveiling our new brand to solidify our mission to build the best technology suite for wealth, estate planning, workflow automation and agentic AI for family offices,” said Dean Palmiter, co-founder and CEO of Asseta.
February 17, 2025
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February 12, 2025
February 12, 2025
August 26, 2020
A great business plan can help you anticipate important issues and possible challenges before you start your business.
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August 25, 2020
While 22% of professionals surveyed said it's appropriate to discuss politics with colleagues, 26% noted it's never OK. Just over half of respondents (53%) stated it depends on the situation.
August 24, 2020
Many cities have created temporary curbside food pickup zones for takeout and delivery on busy streets to aid restaurants. They posted signs, covered up parking meters or put up barricades. And even after most states later began allowing limited ...
August 24, 2020
While the number planning to buy laptops is essentially unchanged at 37 percent rather than 36 percent, the number buying accessories such as a mouse or flash drive is up at 26 percent from 21 percent and the number expecting to buy desks or chairs to ...
August 23, 2020
The U.S. Census Bureau said that overall retail sales during July were up 1.2 percent seasonally adjusted from June and up 2.7 percent year-over-year. That follows an 8.4 percent month-over-month increase in June. Retail sales have been climbing after...
August 19, 2020
The report shows that $20.6 billion in hotel CMBS loans were 30 or more days delinquent as of July, compared to $1.15 billion as of December 2019. The highest volume of delinquent hotel loans during the Great Financial Crisis was $13.5 billion.
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August 19, 2020
Through this deal, clients of accountants in the Sage network will gain access to capital through Biz2Credit's small business funding platform, which has arranged more than $3 billion in financing to thousands of small and mid-sized companies over the ...
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August 17, 2020
Under the terms of the agreement, American Express will acquire Kabbage’s team and its full suite of financial technology products, data platform and IP built for small businesses. Kabbage’s products include access to flexible lines of ...
August 17, 2020
More than 100,000 small businesses have closed since the pandemic began. With no clear end in sight, one major question has come to the forefront for CPA firm leaders as both their own firms and their clients struggle financially: What happens when ...
August 13, 2020
The ways small businesses have been handling their bookkeeping and accounting for years are quickly becoming obsolete. Antiquated and manual processes leave small businesses vulnerable to fraud from both the inside and the outside.
August 13, 2020
When businesses are connected to a tax and accounting professional, they are more financially stable, more creditworthy, and twice as likely to succeed than businesses that attempt to navigate the waters on their own.
August 11, 2020
It’s impossible for anyone to sell every customer, every time. By increasing the number of opportunities you have, you greatly increase your profit potential and your network of satisfied customers.