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…

Welcome to Tax Season 2023

Tax Season 2023 officially begins on Monday, January 23, 2023 when the IRS will begin accepting ...
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2022 Year-End Tax Planning for Individuals

While 2022 started out with some uncertainty about potential tax law changes, very few of the ...
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2022 Year-End Tax Planning for Businesses

It’s the time of year when we’re immersing ourselves in fall sports, thinking about the holiday ...
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Accounting Today Names BPW a ‘2022 Best Midsized Firm to Work For’ 10 Years Running

SANTA BARBARA, CA – September 15, 2022 – Bartlett, Pringle, & Wolf, LLP (BPW) was recently ...
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The Inflation Reduction Act and What It Means for You

The Inflation Reduction Act (the Act) was recently signed into law on Aug. 16 and contains ...
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Crystal A. Knepler Named Partner

SANTA BARBARA, CA – September 1, 2022 – Bartlett, Pringle & Wolf, LLP (BPW), a leading ...
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IRS Extends Time to Make Portability Election

Portability is often an effective, go-to estate planning strategy that could make a considerable difference for ...
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Gifts-in-Kind: New Reporting Requirements for Nonprofits

Nonprofits that receive contributions of nonfinancial assets are subject to new financial reporting rules. Because of ...
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A Fresh Look at Retirement Withdrawal Rules

Strict rules govern the timing of retirement account withdrawals. These rules may change in the near ...
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BPW Named Among Accounting Today’s 2022 Top Regional Leaders

Bartlett, Pringle & Wolf, LLP (BPW) is excited to share that the firm was recently named ...
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Is Now the Right Time to Invest in Cryptocurrency?

Cryptocurrency has been in the news a lot lately as it continues to gain traction as ...
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The Spousal Lifetime Access Trust: A Near-Perfect Tool?

The Spousal Lifetime Access Trust is not one of the better-known trusts but has become a ...
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