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…

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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…

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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…

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What is Acumatica?

March 26, 2019

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

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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…

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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…

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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.…

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The Power of Integration

October 12, 2011

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

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Employees in Other States? Here are the Top Tax Implications to Consider

Return-to-office plans remain in a state of limbo as some employers find that a remote work ...
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How are Trusts Taxed?

three generation happy asian family walking outdoors in park A trust can be a powerful estate-planning ...
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Tax Breaks for the Elderly

Getting older has its perks, including tax breaks. Your income threshold for filing a tax return ...
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Congress Open to Considering a Pause on Automated Tax Notices

National Taxpayer advocate, Erin Collins, mentioned at a recent virtual seminar last Thursday that Congress may ...
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IRS Announces 2022 Limits for Retirement Plans

The IRS has announced the new retirement plan numbers for 2022.Retirement limits for 401(k) and similar ...
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What Papers do You Need to Save?

Sometimes it feels good to get rid of clutter, especially this time of year when the ...
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Tax Policy Update: How the Build Back Better Act Affects Individuals

RECORDED WEBCAST  |  December 16, 2021 Download webcast slides The Senate Finance Committee’s release this past ...
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DOL Reveals Key Change for Tipped Workers

Employees in occupations where gratuities are common, such as restaurant waitstaff, have long fallen into a ...
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IRS Clarifies Temporary Deductibility of Per Diem Meal Expenses

The IRS has issued Notice 2021-63, clarifying previous guidance issued under Notice 2021-25 pertaining to the ...
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Section 174 Research Deduction Changes for 2022

Have you been deducting your R&D expenses as they occur? Starting in the new year, that ...
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Year-End Tax Planning for Individuals

As we near the end of another turbulent year, it’s time to discuss the steps you ...
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Year-End Tax Planning for Businesses

2021 brought a wave of new tax changes for businesses, and 2022 could bring yet another ...
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