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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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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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