Professional Services

Feeling a bit confused about tax filing? You’re not alone. How much do you have to make to file taxes? Do you have to file taxes every year? When do...

Seventy percent report as good or better year than last year.   For most, anyway. By CPA Trendlines Research The first results of the 2024 Busy Season Barometer: Emerging Issues,...

If you’re a lawyer or marketing professional charged with marketing your law firm, check out these top AI tools for lawyer marketers in 2024. You are probably experimenting with Generative...

On March 5th, Google announced a core algorithm update intended to reduce low-quality, unoriginal results. The move is almost certainly in response to a rise in AI-generated content that led...

One of the strongest cases for law practice management software (LPMS) is that it understands how legal professionals work. Practice management software excels where Outlook or the Google Suite fails...

Borrowing and lending money are something most of us do at some point in our lives. Whether it’s through a formal loan with a bank or among friends or family,...

Given Google’s expansive reach, with somewhere with over 8.5 billion searches per day, chances are you’ve seen (and probably clicked on) a Google ad — and so have your potential...

One of the key challenges with our retirement system is that a significant portion of workers do not have access to a retirement savings program through their employer. According to...

Independent advisors looking at custody platform options beyond the big three (Schwab, Fidelity and Pershing) should note the latest addition to Apex Fintech Solutions. Apex announced the firm acquired AdvisorArch, a portfolio management company with...

Jump to: Running an accounting firm can feel like you’re constantly chasing changes. Some are beyond your control, such as tax code adjustments, staff turnover, or evolving customer expectations. But...