by Andreas Rivera | Jun 11, 2019
The Financial Industry Regulatory Authority (FINRA) is an independent agency that delivers auditing and regulation enforcing services to the financial industry. Though they are not a government entity, they are authorized by Congress to protect American investors and...
by Andreas Rivera | Apr 15, 2019
Having cloud storage is a reality of living and working in an ever more connected world, where we expect to have access to our data anywhere with an internet connection at the drop of a hat. Cloud-storage makes it easier for us to travel, to share and most importantly...
by Andreas Rivera | Apr 15, 2019
As a CPA, you go above and beyond to help your client get the most out of their tax return and finances. However, as the industry migrates more and more into the digital space, you need to balance your efforts number-crunching and with protecting the highly sensitive...
by Andreas Rivera | Apr 15, 2019
High-profile data breaches that are reported in the media have put security and privacy more in the public conscious. It’s more likely than not that potential clients will have hesitations and concerns when you ask them to share their personal information with you. As...
by Andreas Rivera | Apr 12, 2019
New technology solutions can have a positive impact, not just on how you work, but on your office culture. Sometimes new platforms that drastically change your regular processes can intimidate and alienate workers who are used to working in traditional systems and...
by Andreas Rivera | Apr 12, 2019
Have you ever had to put a client on hold so you could quickly dig through a pile of paperwork stuffed in a filing cabinet, or even worse, in the unsorted mess of the to-do pile? This can be a common occurrence during peak seasons and it can leave a bad impression on...
