Insights by Author: Stephen Korosy

Is It Time to Move Off of QuickBooks?

July 21, 2020

QuickBooks is an excellent and cost-effective solution for small businesses, maybe even midsize businesses. But your…

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The Essentials of Cloud-Based Accounting Software

May 14, 2020

“Siri, what is my year-to-date net income?” This is where technology is going. Are you on…

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Cloud-Based Versus On-Premise Software

May 31, 2019

Last month we announced our newest partnership with Acumatica to offer cloud-based ERP software services. But…

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What is Acumatica?

March 26, 2019

Nearly everyone has their head in the cloud these days—and for a good reason. Cloud-based ERP…

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Your Documents: Where You Need Them, When You Need Them

June 23, 2015

When you think about what the biggest bottlenecks are in your organization, there’s a good chance…

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The Magic of AP Automation

April 24, 2014

Somewhere in an office not so far from here, there is a company that gets all their…

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Planning a Successful CRM Project

April 4, 2012

“Plan the work and work the plan.” That’s what my grandfather always used to tell me.…

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The Power of Integration

October 12, 2011

Myth: Accounting systems are for the accountants and CRM is for the sales people. Isn’t that…

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New Regulations for Internal-Use Software and R&D Credit

Due to recently finalized regulations, companies that develop software for their own internal use may now ...
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New Overtime Rule Put On Hold by Federal Injunction

A recent ruling by U.S. District Judge Mazzant has put a nationwide hold on the Department ...
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Effective Fixed Asset Management

Fixed asset management is not something that companies generally have at the top of their priority ...
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New Deadline and Increased Penalties for Forms 1099 and W-2

The IRS is getting stricter on filing deadlines for information returns and have increased penalties for ...
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Proposition 55 Approved by Voters

Voters in California recently elected to extend increased personal income taxes on higher-earning taxpayers. With 62% ...
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Eileen Sheridan and John Britton Named Who’s Who in Professional Services

The Pacific Coast Business Times recently named BPW Partners, Eileen Sheridan and John Britton as two ...
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Year-End Tax Planning for Businesses

The end of 2015 introduced changes to the tax code that may affect your business this year. While planning ...
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Year-End Tax Planning for Individuals

With changes in the political landscape on the horizon, prospects for tax reform in 2017 and ...
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Nina Pisani Named One of the 40 Under 40

Congratulations to Nina Pisani for being named one of the 2016 40 Under 40 by the Pacific ...
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Double Deduction for Unmarried Homeowners

The IRS has recently complied with the Ninth Circuit’s 2015 decision to allow two unmarried co-owners ...
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IRS Lowers Fees for Tax-Exempt Charity Application

Now there’s a headline you don’t see too often: “IRS Lowers Fees…” It’s true. Effective July ...
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Team Member Spotlight

Congratulations to our team members on their recent promotions! Ten team members have been promoted to ...
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