With tax season nearly coming to a close, we wanted to round up all of our tax relevant content for your reference. We know there are still a few of you filing last minute – so this one’s for you! 5 Easy Steps Using ScanSnap to Get Organized for Tax Season: ScanSnap Squad member Penny […]
Accounting professionals and firms can be the most hesitant to convert to the paperless lifestyle. We don’t blame them! That’s why, this recent article from CPA Practice Advisor is just the nudge that they could use. During this time of year, with tax season coming to a close and spring cleaning just beginning, it’s especially […]
Fujitsu Scanners, including the ScanSnap line, have always been favored scanners among financial advisory firms and law practices.
On the fourth day of scanning what did I discover… well remember is more like it – flexible spending account reimbursement forms are due! Wikipedia defines a flexible spending account (FSA), also known as a flexible spending arrangement, is one of a number of tax-advantaged financial accounts that can be set up through a cafeteria […]
We, yes I use the term “we” because the ScanSnap team has made me feel as if I am part of their extended family, have done it again. Done what? Converted a non-believer. When companies hear about how we digitize our vast amounts of paper, and then organize it in a way that we can […]
If you have ever hired a CPA, you know we take pride in our work. We meet with you, go over the information you provide, ask you endless questions you don’t want to answer and work diligently on your return. We spend 9 months reviewing everything we did the first 3 months of the year […]
Have you ever been in a pickle? You know, a troublesome situation like the pickle Arlo Guthrie sings about in The Motorcycle Song. Well, like Arlo sings, “I don’t wanna pickle. I just wanna ride on my motorsickle.” That’s how I felt today as I was preparing to head out of town for a relaxing, […]
I have a confession: my friends call me a “hoarder.” Now, just to be clear, I am not a hoarder like you see on TV; however, I do keep things to help preserve great memories. As part of my hoarder collection, I have every dyed, sparkly shoe, corsage, and… Well, those beautiful dresses from every high school dance […]
Part of my personal style as a CPA is that I really like to go to my client’s office to start the preparation of their tax returns. I love to show up in the morning with donuts and a smile, catch up with my clients on a personal level, and then start the process of […]
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