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
May 21, 2020
While the intent of the PPP was to create simplicity and security in uncertain times, an unintended effect of the statute and forgiveness application has been to complicate borrowers’ processes and create further questions.
May 19, 2020
Bike shops across the nation are seeing a spike in demand. With gyms closed, some consumers switched to bikes for exercise and stress relief. Parents were hoping their kids — staying home from school — would burn up their pent-up energy. As America slowly
May 16, 2020
The measure, passed 208-199, would give cash-strapped states and local governments more than $1 trillion while providing most Americans with a new round of $1,200 checks.
May 15, 2020
Most of your clients probably started their family business solo and with little thought to what happens to the business when the owner gets married and has a family. Smaller owner-operator businesses are usually structured as sole proprietorships with...
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May 15, 2020
The next disaster – a new epidemic, data breach, earthquake or flood – could compromise data, result in lost business or prevent employees from accessing a physical office. How quickly will your firm be ready to seamlessly continue operations?
May 15, 2020
The study revealed business owners’ optimism has dropped significantly since the start of 2020. On a scale of 1-100 with 1 representing the highest level of pessimism and 100 representing the peak of optimism, ...
May 15, 2020
The guidance outlines a series of steps that should be taken to keep employees and customers safe, including encouraging hand-washing, social distancing and how to check for symptoms of potential Covid-19 cases.
May 14, 2020
If you or your client is in the business of selling products, be sure that you’re managing one of your most important assets properly by investing in inventory management software today.
![inventorycloud-1[1]](https://www.cpapracticeadvisor.com/wp-content/uploads/2020/05/inventorycloud_1_1_.5eaf051e1e6c2.png)
May 14, 2020
WASP Inventory Cloud from WASP Barcode Technologies is best suited for mid-size and larger retail businesses that are also looking for sales, purchasing, and production capability. WASP Inventory Cloud also offers an on-premise solution for those that ...
![zoho-inventory-management[1]](https://www.cpapracticeadvisor.com/wp-content/uploads/2020/05/zoho_inventory_management_1_.5eaf066a615d7.png)
May 14, 2020
Zoho Inventory Management is part of Zoho’s suite of applications that are designed for small to mid-sized businesses. Zoho Inventory is cloud-based, and it includes an app for both iOS and Android devices.
![logo_3945_hq[1]](https://www.cpapracticeadvisor.com/wp-content/uploads/2020/05/logo_3945_hq_1_.5eaf080c171d8.png){kind=logo}
May 14, 2020
inFlow Inventory is well-suited for retailers, distributors, and online merchants of any size. inFlow is available as a cloud application, although there is a basic version that can be installed on desktop systems if desired. inFlow is scalable, with ...
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May 14, 2020
EZOfficeInventory offers online asset tracking and inventory management and is a good fit for businesses with a large number of internal assets or inventory that needs to be tracked. EZ Asset Inventory is not a good fit for retailers or online sellers.