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If you’re already a QuickBooks Desktop user, follow the instructions below to import template files (.des) into QuickBooks. You can also download these instructions in PDF form. Log in to…

As technology advances, automation is used for financial and accounting processes traditionally done manually. In response, accounting professionals are shifting roles—transitioning from task-oriented, compliance work to comprehensive strategic advising. An…

  The Massachusetts Society of CPAs held a local conference in Boston this past Monday with the focus on the real estate industry. We were lucky enough to sponsor the…

On its face, it can seem like an easily solvable equation. Clients are looking for more value from their CPA firm or accounting professional. From their end, CPA firms and…

Feeling like you’ve outgrown QuickBooks and looking to move to an ERP? Despite what ERP companies are telling you, there’s an easier (and much cheaper) option that involves staying with…

We have finished up sponsoring the 2018 Avalara Crush event. The information filled sessions presented a wide range of content from blockchain technology, to the future of AvaTax, to discussion…

Pete has been a good friend of mine for many years.  We used to go to summer camp together and we kept in touch. Now he’s an attorney in Philadelphia…

We are excited to announce the launch of our application ecosystem program! This new program is focused on best-in-class applications vetted to meet the needs of accounting firms and small…

Hopefully, your tax season went 100 percent smooth. No deadlines were missed. No mistakes were made. All of your employees were happy and found plenty of time to spend with…

It is important to understand that different people are motivated by different things and it’s likely you have a mix of personalities on your accounting team. Each type of employee…

If you’re running a business, like me, there are some applications that are crucial to help you with productivity, management, and operations. Here are some great examples. Avalara If you’re…

The time has come to elevate clients upward and onward Ten years ago, the accounting profession was just starting to experience the advent of cloud-based technologies. The term “hosted” was…