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…

Read this Insight...

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…

Read this Insight...

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…

Read this Insight...

What is Acumatica?

March 26, 2019

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

Read this Insight...

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…

Read this Insight...

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…

Read this Insight...

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.…

Read this Insight...

The Power of Integration

October 12, 2011

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

Read this Insight...

When Does a Gift Require a Gift Tax Return, and Gift Tax?

With lifetime gift and estate tax exemptions at an all-time high in 2020, not as many ...
Read this insight

Future-Forward Manufacturing

Many manufacturers are feeling the impact of the current crisis. But companies that are ready to retool and ...
Read this insight

By the Numbers: The Key Adjustments for 2021

What will 2021 bring us? After a year of turmoil and surprises, no one has a ...
Read this insight

Restructuring Debt as a Business Strategy

Many businesses are facing the financial effects of the Covid-19 pandemic. The loss of clients and ...
Read this insight

Hobby or Business: The IRS Takes a Stand

From a tax perspective, the distinction between hobbies and businesses is important because businesses can deduct ...
Read this insight

Year-End Tax Planning for Businesses

Many businesses remain steeped in financial, operational, and HR challenges related to the COVID-19 crisis, but ...
Read this insight

Year-End Tax Planning for Individuals

We recognize the impact this unimaginable year has had on all of us. There have been ...
Read this insight

Retirement Plan Options for Self-Employed Business Owners

Owning your own business gives you a great deal of freedom to make your own choices. ...
Read this insight

5 New Updates on Economic Impact Payments

New information continues to unfold as Congress provides clarity on several aspects of the economic impact ...
Read this insight

How To Use a CPA as an Expert Witness

A CPA may be called upon as an expert witness to render a professional opinion, whether ...
Read this insight

10 Ways to Improve Your Cash Flow

Cash flow is king. It is the lifeblood of any business. Often referred to as “working ...
Read this insight

Tips for a Quicker End to Your Mortgage

If you're serious about paying off your mortgage quickly, realize that every dollar you add to ...
Read this insight