QuickBooks is more than self-efficient in performing most of the accounting tasks. However, users could need some other third-party applications to carry out some standard functions like viewing PDFs. QuickBooks users view their reports and statements (generally in PDF) through Adobe Reader. Sometimes, they face an unwelcoming error message stating
Your accounting practice grew one client at a time. Accounting professionals, by nature, are service oriented. You realize the importance of delighting your clients so they continue to work with you over the years and refer new clients to your firm. Does Your Customer Service Policy Create Burnout? Overall, clients
Accounting skills are extremely valuable as they can help save your business money. Free Book Preview Money-Smart Solopreneur This book gives you the essential guide for easy-to-follow tips and strategies to create more financial success. July 2, 2021 2 min read Disclosure: Our goal is to feature products and services
When I took my firm over from my father, I moved to the cloud and added value pricing, but it wasn’t enough. The problem with technology is that you also need to have a vision – what do you want to accomplish? What is your destination state? Ultimately, I knew
There’s a lot to think about, so I’m going to break this topic into three parts. Let’s start with Code Section 121. It authorizes a break long used by home sellers to lower their taxes, allowing millions of Americans to exclude––IRS lingo for escape––income taxes on sizable portions of their
Ten to 15 percent of the population is dyslexic and 4 percent has ADHD, which is a large segment of people. Albert Einstein, Pablo Picasso and Steven Spielberg all have lived with these disabilities, so there’s no question that people can have a learning disability but still be highly intelligent
The former president’s family business and its chief financial officer, Allen Weisselberg, are expected to appear in court on Thursday.
Marcum LLP’s Modern Family & LGBT Services group has been proud to serve the LGBTQ+ community for nearly a decade. In 2012, Marcum became the first national accounting firm to establish a tax and estate planning practice dedicated to the complex rules faced by LGBTQ+ individuals and families, and others
There are numerous articles about why accountants and bookkeepers shouldn’t undercharge for their services. These articles serve the very important purpose of helping us understand the value we provide to our clients. Better still, others explain how to confidently price new services. For many of us, understanding how our services translate
It’s that time again! The IRS has announced the “Dirty Dozen tax scams” for taxpayers to watch out for in 2021 (IR-2021-135, 6/28/21). Specifically, the Dirty Dozen list is broken down into the following categories: Pandemic-related scams like Economic Impact Payment (EIP) theft Personal information cons including phishing, ransomware and