Is Your CPA Just Checking Boxes and Filling In Blanks?

SJ Gorowitz CAS Technology

By Stacey Gorowitz, CPA, MBA Taxes are the first thing most people think of when they think of their CPA. In fact, the need for help completing their annual returns most likely drove them to seek the assistance of an accountant in the first place. It’s an important task, without a doubt. At the same time, preparing tax returns can almost be viewed as a commodity in some cases. Filling in the blanks is all it amounts to, sadly, from many service providers. Finding someone to fill in the blanks on the right generic forms for your business or personal return isn’t a challenge. Finding someone who really gets to know you and your company, however, isn’t so easy. It’s worth it to make the extra effort and search until you’ve found the right fit though, because with a well matched CPA who’s motivated and knowledgeable, the difference is astounding. By putting in the time and attention to understand the nuances of your financial situation – your goals, your unique business, your … [Read more...]

Client Accounting Services Are Changing Where You Focus Your Time

SJ Gorowitz CAS Technology

By Stacey Gorowitz, CPA, MBA If you own a small business, you’ve no doubt been astounded at the changes you’ve seen to the technological and economic landscape over the past decade. There are so many more choices and options in this post-internet, digital world that it can make your head spin! Adjusting may be hard, but the possibilities are fantastic news for business owners. One such change is referred to as Client Accounting Services (CAS). This paradigm offers the benefits of the three mega-trends of digitalization, virtualization and transformation, and it can help all small businesses see bigger profits. By using new technology, your financial professionals can access your accounting records virtually, of course, but they can also interact in real time with you. They now have easy online access to banking records, payroll – anything needed to complete your financial processes and accounting. This means nearly all information can now be transmitted and downloaded – … [Read more...]