Insights by Author: Stephen Korosy

Is It Time to Move Off of QuickBooks?

July 21, 2020

QuickBooks is an excellent and cost-effective solution for small businesses, maybe even midsize businesses. But your…

The Essentials of Cloud-Based Accounting Software

May 14, 2020

“Siri, what is my year-to-date net income?” This is where technology is going. Are you on…

Cloud-Based Versus On-Premise Software

May 31, 2019

Last month we announced our newest partnership with Acumatica to offer cloud-based ERP software services. But…

What is Acumatica?

March 26, 2019

Nearly everyone has their head in the cloud these days—and for a good reason. Cloud-based ERP…

Your Documents: Where You Need Them, When You Need Them

June 23, 2015

When you think about what the biggest bottlenecks are in your organization, there’s a good chance…

The Magic of AP Automation

April 24, 2014

Somewhere in an office not so far from here, there is a company that gets all their…

Planning a Successful CRM Project

April 4, 2012

“Plan the work and work the plan.” That’s what my grandfather always used to tell me.…

The Power of Integration

October 12, 2011

Myth: Accounting systems are for the accountants and CRM is for the sales people. Isn’t that…

Nina Pisani Named One of the 40 Under 40

Congratulations to Nina Pisani for being named one of the 2016 40 Under 40 by the Pacific ...
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Double Deduction for Unmarried Homeowners

The IRS has recently complied with the Ninth Circuit’s 2015 decision to allow two unmarried co-owners ...
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IRS Lowers Fees for Tax-Exempt Charity Application

Now there’s a headline you don’t see too often: “IRS Lowers Fees…” It’s true. Effective July ...
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Team Member Spotlight

Congratulations to our team members on their recent promotions! Ten team members have been promoted to ...
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BPW Named Best Accounting Firm to Work For

We are excited to announce that Bartlett, Pringle & Wolf, LLP was recently named one of the ...
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Top 10 New Trends in Document Management Systems

Attention Accounts Payable Managers and CFOs: Keep these new document management trends on your radar. These ...
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New Overtime Rule May Impact Your Business

In 2014, President Obama instructed the Secretary of Labor to update the overtime regulations under the ...
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Safe Harbor Benefits Restaurant and Retail Industry

There has been a lot of discussion surrounding Tangible Property Regulations—from implementing the new regulations to ...
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Danna McGrew Named to the Board of Directors for the Scholarship Foundation of Santa Barbara

BPW Partner, Danna McGrew, was recently named to the Scholarship Foundation of Santa Barbara’s Board of ...
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Bridget Foreman Named One of the Top 50 Women in Business

Congratulations to BPW Partner, Bridget Foreman, who was named one of the Top 50 Women in ...
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Reporting Requirements When Hiring Independent Contractors

Does your business hire independent contractors? If so, are you filing all that you need to ...
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California Franchise Tax Board Launches New Version of MyFTB

This January the California Franchise Tax Board (FTB) launched a new and improved version of MyFTB. ...
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