Technology

Wherefour 3.5 Release Notes – Barcode, Inventory Trace Reports, and More

On October 26th, 2019, Wherefour released update 3.5, which added some new features to its mobile-friendly, cloud-based platform for food, beverage, and natural product manufacturers. A few of the highlights from this release include the following: The inventory trace [...]

5 Financial Reports Every Business Should Be Running

Can financial reporting analysis really help your business grow? Absolutely! To employ a data-driven finance approach, CFOs need to move finance functions up the analytic value chain to offer more detailed analyses, better forecasting, and increasingly granular information on products, [...]

How blockchain and bitcoin are disrupting the payment process

Blockchain. Cryptocurrencies. Bitcoin. These seem to be hot topics in today’s daily business news. It’s all still a bit of a mystery to most of us. It started with bitcoin (a cryptocurrency) in 2013, and the idea of a digital [...]

7 Things to Know About Cryptocurrency and Taxes

There has been a lot of buzz surrounding cryptocurrency and blockchain lately. As the cryptocurrency trend continues to gain traction in everyday life and business, the inevitable topic of taxes and financial impact has steadily trailed. As of today, [...]

By |2019-03-11T16:01:07-04:00September 24th, 2018|Categories: Blog, Masha Herzbrun, Tax, Technology|Tags: , , |0 Comments

SOC 2 Reporting Changes Coming End of 2018

In April 2017, the American Institute of Certified Public Accountants (AICPA) updated the Trust Services Criteria (TSC), impacting the controls required to be included with a SOC 2 report. The new criteria, while available for use now, will be [...]

By |2018-06-05T18:40:20-04:00June 5th, 2018|Categories: Audit, Blog, Technology|Tags: , , |0 Comments

Is This Your Situation: Deciding if Contractors Can Claim R&D Benefits

Of particular relevancy to contractors is the research and development tax credit, a tax incentive program. Also known as the research and experimentation tax credit or the research tax credit, it allows companies to work at maximum efficiency, Many wrongly [...]

By |2018-04-11T14:52:45-04:00April 10th, 2018|Categories: Blog, Technology|Tags: |0 Comments

Is This Your Situation: Forging an Exit Plan for Your Tech Startup

Is This Your Situation: Forging an Exit Plan for Your Tech Startup It is common in the industry for smaller tech companies to be purchased by larger ones. This can lead to big payouts for the original owners and [...]

By |2017-12-18T17:39:43-05:00December 18th, 2017|Categories: Audit, Technology|0 Comments

Going Concern Rules and Your Company

Going Concern Rules and Your Company Changes in the standard and what you can expect as a result To outside investors, the future of early stage and startup companies can be murky. Many of these companies are pre-revenue and in [...]

By |2017-10-25T14:07:37-04:00October 25th, 2017|Categories: Audit, Blog, Technology|Tags: |0 Comments

Understanding Employee Stock Options

Understanding Employee Stock Options  Tax Consequences of Stock Options for Employers and Employees In today’s start-up culture, it’s common for companies to offer employees the opportunity to own stock in the business. Employee stock options are a great way [...]

By |2018-01-30T13:37:32-05:00September 25th, 2017|Categories: Blog, Evan Stephens, Tax, Technology|Tags: , |0 Comments

Revenue Recognition Effect on M&A

Revenue Recognition Effect on M&A What’s changed and how will it affect your exit strategy? There has been a lot of chatter regarding changes in revenue recognition criteria lately, but the effects it will have on the evaluation of [...]

By |2017-07-11T12:16:03-04:00July 5th, 2017|Categories: Audit, Blog, Technology|Tags: , |0 Comments