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ACCOUNTING with FRESHBOOKS SOHO and More

With the many issues presented by 2020, it’s a great time for a deeper conversation with clients.

Eleven CPAs, all 40 years old or younger, were recognized across the personal finance and information technology sectors.

The American Institute of CPAs reported Thursday that its Personal Financial Satisfaction Index declined 55 percent in the second quarter of the year, a level not seen since 2015, as the COVID-19 pandemic continued to ravage consumer finances.

Sports fans have heard the adage, “The best offense is a good defense.” I feel the same way about the financial planning process. To be competitive in the ever-changing landscape of professional services, financial planners need to be as holistic ...

Every accountant and financial planner will make mistakes, says John Napolitano of U.S. Wealth Management — the question is how you handle them.

Amid the economic crisis, many people are looking for sources of cash and can no longer afford their insurance premiums.