Search Results for: tax and accounting services

Spontaneous Family Wealth Discussions and Decisions Can Lead to Regrets, Finds Merrill Study
Fintech News

Spontaneous Family Wealth Discussions and Decisions Can Lead to Regrets, Finds Merrill Study

PR Newswire
by PR Newswire0
Merrill Center for Family Wealth publishes guide to productive family conversations about money and relationships Nearly four in five wealthy families have had unplanned discussions about wealth with 26% later regretting it, according to a new study published by the Merrill Center for Family Wealth, a part of Merrill Private......
Red Iron Group Announces Strategic Investment in Hiline Services
Investment Services News

Red Iron Group Announces Strategic Investment in Hiline Services

PR Newswire
by PR Newswire0
Leading Provider of Financial Operations-as-a-Service Positioned for Significant Further Growth and Capabilities Expansion Red Iron Group, a Menlo Park-based private investment firm, announced a significant growth investment in hiline Services, LLC (“hiline” or “the Company”), a fast-growing provider of financial operations-as-a-service. Red Iron Group will provide financial, operational and strategic support......
Coinbase Partners With Integral: Bringing Next-Generation Accounting Solutions to All Coinbase Prime Clients
Investment Services News

Coinbase Partners With Integral: Bringing Next-Generation Accounting Solutions to All Coinbase Prime Clients

PR Newswire
by PR Newswire0
Integral announces a collaboration with Coinbase and investment from Coinbase Ventures to bring cutting-edge accounting solutions to Coinbase Prime clients, covering assets held inside and outside of Coinbase. Integral’s solutions give finance executives, controllers, accountants, and fund administrators a way to get an aggregate view of all of their digital assets, held inside and outside of Coinbase,......
Business Featured Fintech Primers

10 Strategies For Navigating Cashflow Shortages And Slashing Expenses

Pooja Choudhary
by Pooja Choudhary0
What are some readily implementable cost-cutting strategies that can be employed at present? How to slash my expenses? How to manage my cash flows? Is this what you are worried about something? Then you’re on the right track. Without proper management of its finances, operations, and investments, any company, no......
Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel
Fintech News

Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel

PR Newswire
by PR Newswire0
Investment advisory firm now overseeing more than $300 million in outside assets selects Pontera to deliver comprehensive 401(k) management Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted financial advisor, announced its partnership with Savant Wealth Management (“Savant”), an independent, fee-only registered investment advisor (RIA) providing services to individuals,......
Toku And Quantstamp Partner to Enhance Security and Payroll Practices in Web3
News Security

Toku And Quantstamp Partner to Enhance Security and Payroll Practices in Web3

Business Wire
by Business Wire0
Toku and Quantstamp, two leading companies serving the web3 industry, are excited to announce a strategic partnership that brings security audits and compensation tax audits together as part of a bundled service to provide blockchain companies with seamless support to power their businesses. Latest Fintech Interview Insights : Bridging the Labor Gap......
Intuit QuickBooks Introduces Two New Payroll Plans to Streamline Payroll and Time Tracking for Canadian Businesses
Fintech News

Intuit QuickBooks Introduces Two New Payroll Plans to Streamline Payroll and Time Tracking for Canadian Businesses

Business Wire
by Business Wire0
The new QuickBooks Payroll plans in Canada are part of a robust three-plan Payroll offering providing more comprehensive Payroll solutions for small and medium-sized business owners, from faster direct deposit to time-tracking – all in one place. Intuit, the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced......
Bridging the Labor Gap in Accounting using AI Technology
Artificial Intelligence B2B Digital Guest Posts

Bridging the Labor Gap in Accounting using AI Technology

John McGowan
by John McGowan0
Like many other sectors, the accounting industry is experiencing a significant labor gap as demand for services grows while the supply of qualified professionals struggles to keep pace. From students electing to pursue other degrees and the silver tsunami of retiring generations, job openings for accountants and auditors are expected......
1 in 10 UK Small and Mid-Sized Businesses on Tide
Finance Fintech News

1 in 10 UK Small and Mid-Sized Businesses on Tide

Business Wire
by Business Wire0
550,000 UK businesses use Tide for their finance and admin Tide, the leading business financial platform, has reached a significant growth milestone. The business now boasts a 10% market share of all UK small businesses with more than 550,000 customers (members). “Reaching 10% market share in the UK is a......
Wolters Kluwer Launches New Capabilities for CCH iFirm Taxprep
Compliance management News

Wolters Kluwer Launches New Capabilities for CCH iFirm Taxprep

Business Wire
by Business Wire0
New modules for CCH iFirm Taxprep to offer enhanced capabilities delivering comprehensive solutions for tax and accounting firms of all sizes across Canada Wolters Kluwer, a global leader in professional information, software solutions, and services, has unveiled new capabilities for CCH iFirm Taxprep, the only cloud-based tax compliance solution in......
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