Is It Time to Move Off of QuickBooks?
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
“Siri, what is my year-to-date net income?” This is where technology is going. Are you on…
Read this Insight...Cloud-Based Versus On-Premise Software
Last month we announced our newest partnership with Acumatica to offer cloud-based ERP software services. But…
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What is Acumatica?
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
When you think about what the biggest bottlenecks are in your organization, there’s a good chance…
Read this Insight...The Magic of AP Automation
Somewhere in an office not so far from here, there is a company that gets all their…
Read this Insight...Planning a Successful CRM Project
“Plan the work and work the plan.” That’s what my grandfather always used to tell me.…
Read this Insight...The Power of Integration
Myth: Accounting systems are for the accountants and CRM is for the sales people. Isn’t that…
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Welcome to Tax Season 2024
Corporate Transparency Act: What Small Businesses and Trusts Need to Know About New Reporting Requirements
2023 Year-End Tax Planning for Businesses
2023 Year-End Tax Planning for Individuals
IRS Releases 2024 Retirement Plan Limitations
Solomon and Sheffield Recognized as Top Professional Service Leaders in Tri-Counties
Revenue Recognition for Franchisors
Danna McGrew Named one of the 2023 Top 50 Women in Business by PCBT
What does SECURE 2.0 mean for small employers?
Charting Her Course Podcast Featuring Bridget Foreman, CPA
Key Tax Considerations for Real Estate Investors in 2023
