Professional Services

Rocket Matter brings an innovative tool from other industries into matter organization: the Kanban board. Kanban is a visual approach to project management that originated with Toyota engineer Taiichi Ohno...

If you go to a store today, there’s a big chance you’ll return with a story to tell your friends instead of purchasing anything. First of all, a shop assistant...

Slack changed workplace communication. It can be a helpful tool or an amusing diversion — and this makes Slack tips essential to cut through the noise. Slack is capable of...

Standard deduction $13,850 for individuals,$27,700 for couples Reduced roughly in half; prior to TCJA, the standard deduction was $6,350 for individuals, $12,700 for couples State and local tax deduction (SALT)...

On Wednesday, wealthtech company Orion Advisor Solutions announced the launch of Orion Advisor Academy, “a new on-demand learning platform that provides practical, actionable education for advisors to improve and grow their...

Client relationships, like any relationship in life, can at times be challenging. Miscommunication, unrealistic expectations, and personality differences are bound to surface on occasion, but establishing boundaries early on can...

Did you receive a 1099-K tax form this year? If you’ve never seen this form before and are unsure what to do with it, don’t freak out — we can...

We are excited to announce TurboTax’s brand-new Lifetime Guarantee – a combination of coverage including 100% accurate calculations, audit support and a maximum refund, all guaranteed for the full seven-year...

We discover a unique relationship between business profitability and general accounting best practices.  Start with accounting best practices and bookkeeping then see what your numbers are saying with business profitability...

If your team dismisses timesheets as old school, you may want to rethink that strategy. By Frank StitelyThe Relentless CPA Because capacity is the denominator in the Lean Six Sigma...