A typical day for one of your clients might feel like this: My team used their personal cards and cash to purchase supplies this week for a big job we’re completing. I sent multiple checks out last week (was it last week?) and I know some were deposited but not all of...
What is PEO? A PEO, or professional employer organization, is a type of full-service human resource outsourcing known as co-employment. In this arrangement, the PEO performs various employee administration tasks, such as payroll and benefits administration, on behalf...
Fathom is a comprehensive financial intelligence, analysis, and reporting platform that allows you to provide meaningful insights to your clients and build trusting, long lasting advisory relationships. Our platform is also uniquely designed to make your advisory...
This year has been full of technology improvements. With a wide range of necessary technology for remote working, we have seen an industry boom with technology. Some of the apps that have caught our attention we'd like to share with you today. These are apps that are...
November 2020 Chris Farrell, CPA As we round out 2020 and look to 2021, top-performing firms are assessing their operations with new goals in sight - to improve operational performance for staff, and to delight clients in the process. This guide is designed to help...
Heather & Liz’s Ultimate Guide to Year-End Planning Year-end has always been an opportunity for accounting professionals to look back at their year and develop strategies and processes to transform their work and deepen their client relationships. Well, it’s...