Finding new ways to drive passive income is a business-savvy move. That’s why more accountants are learning how to do affiliate marketing.
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Accountant Professional Tips, Training, and News
How to Help Clients Set up a Payment Plan With the IRS
June 11, 2024Do you have a client who can’t pay their tax bill? You may need to help them set up a payment plan with the IRS. A payment plan, such as an installment agreement, generally decreases penalties and prohibits the IRS from levying assets.
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15 Funny Accounting Jokes & Quotes to Get Through Tax Time With a Smile
March 1, 2024Busy season for accountants can be a stressful time. You work long hours, sometimes around 100 hours a week, and crunch endless numbers during tax season. Who says you can’t find some humor amidst the piles of paperwork?
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Webinar Video: Leveraging 401(k) Benefits for Business: What You Need to Know in 2024
February 29, 2024Watch Patriot Software & Vestwell’s free webinar to learn about the key tax benefits available to businesses that set up a 401(k) plan, what changes to know in 2024, and how to choose the right plan.
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Shortage of Accountants: What’s Going On?
September 22, 2023You’ve likely heard about, or experienced firsthand, a shortage of accountants. So what gives? Where did all the accountants and prospective accountants go? And what can you do if you experience talent shortages in your firm?
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Webinar Video: The 7-Minute Conversation With Cash Flow Mike (Financial Health)
August 21, 2023Join industry expert Mike Milan, known as “Cash Flow Mike,” as he discusses a technique that will help you look at the financial health of any business in minutes.
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Accountants Navigating the FTC Safeguards Rule
June 6, 2023As the compliance deadline of June 9, 2023 approaches, accountants must ensure they’re adhering to the Federal Trade Commission (FTC) Safeguards Rule. This can be a daunting task, but there are ways you can streamline the process. In this article, we’ll discuss the nine requirements of the Safeguards Rule and provide tips for compliance.
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What Are CPE Credits for Accountants?
May 11, 2023You’ve passed your CPA (certified public accountant) exam. Hooray! But to keep your license active, you need to receive CPE credits according to your State Board of Accountancy’s requirements. So, what are CPE credits, and how can you earn them?
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Am I There, Yet? Taking Time off Work From Your Firm
May 1, 2023Accountants aren’t famous for taking vacations. They’re known for working hard and seldom taking breaks. But long hours and late nights aren’t sustainable forever. If taking time off work isn’t on your radar, you may need to consider it eventually. Read on to learn how to take time off work as an accountant.
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Future of Accounting: 6 Game-changing Trends to Keep on Your Radar
February 17, 2023Trends constantly come and go in the accounting world. At one point in time, managing books by hand was all the rage (and the only way to do it). Now, cloud-based accounting is on the rise. So, what does the future of accounting look like? Read on to find out the latest trends and how […]
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