December 23, 2013
Berndt CPA is a member of the RootWorks Academy, a national organization of forward-thinking accounting firms working to use the right technology to work collaboratively with their clients. Bruce Berndt CPA recently spoke at the RootWorks Academy Conference in Sarasota, Florida.
Bruce presented to his peers on the technology and processes that our firm uses to support our accounting clients through our BOSS (Back Office Support System) service. Using the Client Center on our website as the online front door, we use cloud-based technology, including accounting, bill-pay, payroll, and paperless document delivery software to work with our clients. They have access to their data anytime, anywhere. Additionally, as a supplement to financial statements we prepare, we can also use web-based analytical software to present key metrics to business owners in an easy to read, customizable dashboard format.
You can find a few pictures of Bruce presenting at the conference on our Facebook page.
If you'd like to know more about BOSS, contact us today.
Merry Christmas and Happy Holidays!
What do accountants do with themselves after tax season? Actually, the same thing they do during busy season: They work hard for their clients. The only difference is that instead of cranking out tax returns, they help clients work through other aspects of their financial health—including issues revealed during the yearly tax return process.
The premium tax credit (PTC) is a refundable credit that helps individuals and families pay for insurance obtained from a Health Insurance Marketplace (commonly known as an “Exchange”). A provision of the Affordable Care Act (ACA) created the credit.
Spend it? Save it? Invest it? Share it? Here are a few ideas for putting your tax refund to work for you: