Tax & Accounting Blog

Getting Everyone on Board

Getting Everyone on Board

Whether you’re replacing a staff member, bringing on seasonal help or expanding your practice, it’s important to make sure every new employee has all the necessary skills to succeed. Unfortunately, not every firm appreciates the value of a strategic onboarding plan or how critical it is to provide ongoing training to team members. “The vast … Read More

Behind the Scenes: Aligning Every Perspective

Behind the Scenes: Aligning Every Perspective

Meet Andy Smith, product manager of document management and workflow at Thomson Reuters. Andy, a CPA with two master’s degrees, joined the company in 2014 after working in public and corporate accounting at large firms and running his own small firm. Andy is based in our Dexter office. Solutions: As product manager of document management … Read More

Recipe for Success: How an Accounting Firm Merger Created One Very Efficient Practice

Recipe for Success: How an Accounting Firm Merger Created One Very Efficient Practice

[Image ©Will Bragg] With an eye toward offering comprehensive financial services and excellent customer service, Davis & Graves, CPA LLP, has spent years investing in integrated systems. Before merging their practices into Davis & Graves in Gresham, Oregon, the two founding partners had gained decades of experience. Jerry Davis, CPA/PFS, and Thomas Graves, CPA/ABV, had … Read More

Why Accountants Count

Why Accountants Count

We know you’re more than just accountants and tax preparers—you’re the experts on what your clients need. You’re advisors, strategists and mentors. You’re partners at your firm and with your clients, and leaders in your profession and community. Some tax preparation providers seem to think that software can replace tax professionals. I don’t buy it—and … Read More

Upcoming Payroll Deadlines, and a Special Announcement

Upcoming Payroll Deadlines, and a Special Announcement

Let’s take a look at some of the deadlines and changes that will affect payroll in the upcoming months. Affordable Care Act (ACA)—June 30, 2016 is the deadline to electronically file forms 1094s and 1095s for 2015. All applicable large employers (ALE—businesses who employ 50 or more full-time employees or full-time equivalents) received increased flexibility … Read More

Team up with myPay Solutions to Avoid Payroll Risks

Team up with myPay Solutions to Avoid Payroll Risks

As any payroll provider can tell you, offering payroll services is rewarding, but it can come with some headaches too. For example, you can encounter challenging and complex legislation, ever-changing rules and regulations and potential risks. If you don’t have a dedicated payroll staff to help you manage the extra work, it can be a … Read More