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Main Office: 716.633.1373  |  Lockport: 716.438.2190

We're Hiring! Apply Here
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Blog

Category: Small Business

NYS Secure Choice Savings Plan

Several years ago, New York State enacted a law to make the Secure Choice…

Smart Money Management Tips

Small steps can lead to big improvements in monetary habits. In this article we…

Take the Leap into QuickBooks Ledger

Introducing a new cost-effective solution that was designed for accountants by accountants for clients…

Personal Financial Planning Services

By Lisa A. Mrkall, CPA, MBA, Partner We have the distinct privilege of touching…

New NYS Commercial Security Tax Credit

New York State recently enacted a budget bill for the fiscal-year 2024- 2025 that…

SCOTUS: Life Insurance Proceeds Increase Corp.’s Estate Tax Value

On June 6, 2024, The U.S. Supreme Court, in a unanimous decision, held that…

QuickBooks Desktop Changes Coming

There are two upcoming dates that will affect many QuickBooks Desktop users. One is…

Say “Hello” to a New Design for Estimates & Invoices in QBO

As of May 6, 2024, Intuit QuickBooks Online released a new layout for estimates…

Coming Increase in Internal Revenue Service (IRS) Audits

The IRS Commissioner announced as part of its strategic plan, the intention to ramp…

Webinar Rewind: Financial Efficiency With Outsourced Accounting

Are you a business owner struggling to find the time to keep up with…
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