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How to Onboard Clients With Excellence

(Accounting Web) - As part of our continuing Client Experience 2.0 Master Class article series, in cooperation with Liscio, Millennial Accounting Founder and CEO Katey Maddux shares her best practices for successful client onboarding for the benefit of a more fruitful relationship for clients and staff.



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Nearly 500 Taxpayers Had Over $150M in Their IRAs 
(Accounting Today) - New reports indicate 497 high-income taxpayers had over $150 million in their individual retirement accounts, and nearly 25,000 taxpayers had aggregate IRA account balances of $5 million or more.


The Best Benchmarking Software for Your PC 
(PC World) - What is benchmarking? It involves using specific software to test the speed of each individual component inside your computer, such as your CPU, GPU, and SSD, or even how everything works together.


Resilient Accounting Profession is Well-Positioned for Change, Says AICPA CEO 
(CPA Practice Advisor) - The shift to remote work due to the COVID-19 pandemic accelerated uptake rates for cloud solutions and related technology. Client advisory services (CAS) practices that embraced the cloud before the pandemic fared well during workplace shutdowns, and ...


The Four Biggest Ways That Robinhood Changed Investing 
(Bloomberg) - A simple, app-based interface upended the brokerage business and is making its debut on a stock market that it’s already changed.


After-the-Fact Payroll: Full compliance, zero headaches

After-the-Fact Payroll is the most comprehensive cloud-based solution for payroll compliance. Your f ilings are always accurate and on-time. Prepare and e-f ile federal and state forms including W2s, W3s, and 1099s, faster and easier than ever. LEARN MORE




About AccountantsWorld

At AccountantsWorld, we value the crucial role that YOU play in core business services - accounting and payroll - just as much as you do.

That's why, since 2003, we've used the unprecedented power of the cloud to put you back in full control of your accounting and payroll services so you can best serve your clients, while raising your own firm's value and relevance. And we never sell our products or services directly to your clients.

Schedule a Demo:

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