Blog – Page 21

#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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How Does International Tax Reporting Work In the U.S.?

Around the world, countries that have multinational corporations completing business transactions within their borders will tax the income that those companies generate. In the U.S. however, U.S. based multinationals are also taxed for income they’ve accumulated outside of the U.S. However, they receive a tax credit for any foreign income taxes they’ve already paid. American …
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Is Achieving Work-Life Balance Possible?

What does work-life balance really mean? On the surface, it seems like your life will be balanced if you’re able to allot similar amounts of time — and more importantly, energy — to all aspects of your life. It’s important to note that every individual is different: One person may feel as though they are …
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