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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10 smart moves for real estate investors and operators at year’s end

In the past year, commercial real estate has seen a dramatic rise in interest rates and ...
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2022 Year-End Tax Planning for Individuals

While 2022 started out with some uncertainty about potential tax law changes, very few of the ...
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2022 Year-End Tax Planning for Businesses

It’s the time of year when we’re immersing ourselves in fall sports, thinking about the holiday ...
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Fed Raises Its Policy Rate by 75 Basis Points as It Prepares to Slow Pace of Hikes

The Federal Reserve increased its policy rate by 75 basis points on Wednesday to a range ...
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What Is an S-Corp Election?

Download our Whitepaper Click below to view our in-depth whitepaper. Contact Us We are always interested ...
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Accounting Today Names BPW a ‘2022 Best Midsized Firm to Work For’ 10 Years Running

SANTA BARBARA, CA – September 15, 2022 – Bartlett, Pringle, & Wolf, LLP (BPW) was recently ...
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The Inflation Reduction Act and What It Means for You

The Inflation Reduction Act (the Act) was recently signed into law on Aug. 16 and contains ...
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Crystal A. Knepler Named Partner

SANTA BARBARA, CA – September 1, 2022 – Bartlett, Pringle & Wolf, LLP (BPW), a leading ...
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IRS Grants Failure to File Penalty Relief for 2019 and 2020 Returns

Executive Summary The IRS released Notice 2022-36 providing relief for certain taxpayers from certain failure to ...
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IRS Extends Time to Make Portability Election

Portability is often an effective, go-to estate planning strategy that could make a considerable difference for ...
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Gifts-in-Kind: New Reporting Requirements for Nonprofits

Nonprofits that receive contributions of nonfinancial assets are subject to new financial reporting rules. Because of ...
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The Price of War: Risks Around the Inflation Outlook

While we expect the annual inflation rate to peak this quarter as comparisons to the lower ...
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