Blog – Page 21

Protect Your Finances and Prepare This Holiday Season // Facebook Live Recap

As we move into the new year and through the holiday season, we need to keep a couple of items in the forefront of our business minds. Scamming increases during this time, so take precautions to prevent becoming a victim. If you have an FSA (Flexible Spending Account), figuring out if you have a balance …
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The Good. The Bad. The Client Feedback.

Guest post by Kait LeDonne For any of you who have sat on a call with a customer service rep, you’ve probably had at least one experience where a pleasant automated voice asks you to remain on the line after for a few questions about the company’s quality of service. While I typically never stay …
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#TechTips: Your General Ledger’s Best Friend: Hubdoc

By Jonathan Rivlin In our continuing series on apps, we’re now going to turn our attention to document management. Have you ever had the joyful experience of asking your clients for bank and credit card statements? Let’s be brutally honest here: it’s been my experience that such requests often cover multiple years. For clients with …
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5 Must-Read Articles For Small Business Owners

There are a lot of blog posts out there written with the intention of helping small business owners. We realize that most small business owners don’t have time to sift through them to find the ones that are truly impactful, so here are a couple of standout articles we’ve come across: 1. 5 Ways …
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Financial Education In the Workplace

It’s no secret that there’s a financial literacy problem in America. In fact, we’ve covered the issue in greater detail on our blog in the past. Financial stress can be a great burden on any individual, especially young professionals just starting their careers, and if you have an employee stressed out about their finances, you …
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#TechTips: The Small Firm Advantage

By Jonathan Rivlin The funny thing about aging is how non sequiturs trigger associations that link to long dormant memories. I recently saw a picture of and that took me back to the summer of 1991 when he appeared in the movie “Doc Hollywood” staring Michael J. Fox and Julie Warner. In that movie, Michael J. …
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20 Conversation Starters To Make Networking A Little Less Awkward

Even the most social people dislike networking events because of how awkward it is to have to walk up to random strangers and make conversation. There’s one important thing you have to remember though: Everyone feels as awkward as you do. Here’s a compilation of serious and laid-back conversation starters that will take the initial …
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3 Bad Habits Preventing You From Accomplishing Your Goals

With so much competition out there in every line of work, you can’t risk letting things slip through the crack — especially not your big goals. Whether you’re working for yourself or someone else, it’s essential to reflect on the habits that you have because many of them may be unproductive ones. Here are some …
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#TechTips: The Most Overlooked Issue With the IRS’ eServices App

By Jonathan Rivlin, CPA It’s been said that there’s a pathway to a particular place that is paved with good intentions. This opening line is a portent of frustrations and difficulties that I know you, my fellow practitioners, have experienced. Whenever I must give a critical review or pass a negative judgement, I always try …
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