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!
Unfortunately, cyber scammers never take a vacation. In fact, the IRS has issued a warning of a surge in fraudulent emails that bait potential phishing victims with fake tax transcripts. Links within these emails lead recipients to documents containing the well-known malware, Emotet.
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Instilling a thankful frame of mind among your staff makes for a gratifying work place. Consider a few suggestions for developing an atmosphere of thankfulness to get into the spirit of the holiday season.
