Category: Accounting

tax reporting
Accounting

New Tax Reporting Rule Impacts Venmo, CashApp, and PayPal Users

Changes to the tax laws are nothing new. In fact, you can generally count on them with as much regularity as the change of seasons. Often, these changes are obscure, affecting different groups for different reasons. This year, one of the primary changes will impact millions, as it reflects a nearly universal increased use of third-party payment networks for business and day-to-day transactions.

Read More »
best year yet
Accounting

Your Best Year Yet

Somehow, it’s the end of January already. As you close the month and look ahead, are you finding yourself prepared and organized for the next eleven months or just getting by day by day? If you’re in the latter group, it’s time for a reminder about the importance of budgeting and forecasting to make sure 2022 is your best year yet. After all, without a roadmap, how will you know how to reach your destination?

Read More »
Accounting

Your 2021 Year-End Accounting Checklist

Unwrapping our Gift to You this Holiday Season It’s December. The holidays are upon us. Employees are requesting time off. Clients still need attention (and often, more of it). You’re trying to juggle your own personal obligations and family time.

Read More »
Accounting

Accounting for Gratitude

The month of November reminds us all of gratitude and the importance of practicing it in our daily lives, personally and professionally. With Thanksgiving, many of us are fortunate enough to take a break with family and friends, gather around

Read More »
Accounting

Closing Your Financial Quarter

It’s About More than the Numbers Closing out the quarter and preparing for year-end is always a good time to review some reminders about a financial quarter close. There’s no doubt about it – a healthy business has healthy financial

Read More »
Accounting

The Importance Of Accounting Ethics

Whether you go the route of in-house accounting or decide to hire an outsourced accounting professional, accounting ethics is an important, relevant topic. Accountants have access to the financial information of individuals and entities. As we know, with great power

Read More »
Accounting

Accounting Automation vs Marketing Automation

Understanding the right tools for the right job is key here. Take accounting for example. Would you use a CRM to manage your books? I would hope not. In the case of automation, this is where specialized accounting automation software

Read More »
Accounting

Agile Planners CFO Services

The role of a Chief Financial Officer (CFO) has changed a lot throughout the last decade. Traditionally, their role included reporting, preparing for audits, controlling the treasury and overseeing financial teams. Although financial leaders still take on those traditional responsibilities,

Read More »