Jonathan Reich 
In the world of accounting software, two platforms that cater to vastly different ends of the market, FreshBooks and Puzzle.io, have caught the attention of business owners, bookkeepers, and CPAs. As a CPA myself, I believe both tools are designed to simplify financial management, but they reflect two very different philosophies in approach, functionality, and … Read more
FreshBooks has established itself as a popular accounting platform for freelancers and small businesses, and for good reason! It’s renowned for its intuitive interface, simplified invoicing, and breezy project management, which is attractive for people who don’t want to get lost in the numbers. However, despite its strengths, FreshBooks isn’t a one-size-fits-all solution. Companies with … Read more
The accounting software market is crowded, and there is no shortage of platforms designed for modern businesses. As a CPA that is constantly being badgered by friends, family, and potential clients who want to know what they should use to run their new business idea, I usually recommend QuickBooks and end the short conversation there. … Read more
QuickBooks Online has established itself as a reliable and robust accounting platform for small businesses, freelancers, and even mid-sized enterprises, and for good reason. It has an intuitive interface, comprehensive feature set, and strong brand recognition, which have made it the go to choice for many business owners. However, QuickBooks isn’t for everyone. Businesses seeking … Read more
In the ever-evolving landscape of accounting technology, businesses have numerous options when choosing software that meets their financial management needs. As a CPA, I’ve tried more accounting softwares than I care to admit, and I keep coming right back to “old reliable.” QuickBooks Online has long dominated the accounting software market, particularly among small to … Read more
Launching a startup comes with countless responsibilities, and managing finances efficiently tops the list. As a CPA, I think good accounting software tailored specifically for startups can simplify complex tasks, enhance accuracy, and provide valuable insights for decision-making. After all, that’s really all accounting is; gathering information (typically finance related) and organizing it in a … Read more
Let’s face it…accounting has never been the flashiest, most cutting-edge profession. But as our world changes and Artificial Intelligence becomes more mainstream, even the most traditional industries are getting a digital upgrade—including accounting. AI is streamlining tedious tasks, catching errors before they snowball, and helping professionals make smarter decisions faster. The best AI accounting software … Read more
When most people think of accounting software, Quickbooks is often the first name that comes to mind. Well, there’s a new contender worth paying attention to, especially as AI continues to reshape how we work. What many folks don’t realize is that Puzzle.io has quietly and quickly become one of the most AI-integrated platforms in … Read more
So what happens when a firm claims to be an expert in the field of something niche, charges what some may argue to be an exorbitant fee, and then gets sued by the client they were tasked with helping? Well, keep on reading to find out. ERC Specialists was and still is a firm that … Read more
ERC Specialists is a consulting and advising firm that was established in 2021 with a clear mission: to help U.S. businesses impacted by COVID-19 obtain the maximum available funds through the Employee Retention Credit under the CARES Act. The company exclusively focuses on payroll tax expertise, positioning itself uniquely as an authority in ERC-related claims. … Read more
As a licensed CPA, it seems to me that the Employee Retention Credit has been the only thing that business owners wanted to talk about for years. But for good reason; if a business qualified, an entrepreneur could receive hundreds of thousands of dollars, if not millions, in refunds. In my experience, though, business owners … Read more
Imagine pouring your life’s savings into opening a small artisan cake shop. You’ve spent years pondering if it’s the right idea, scrimping, saving, and fretting over whether or not you can do it. After many late night contemplations, you finally decided to go for it and lay it all on the line. After months of … Read more
As businesses continue recovering from economic disruptions caused by the COVID-19 pandemic, many have turned to the Employee Retention Credit (ERC) for help. The ERC provides substantial financial relief to businesses retaining employees during challenging times. However, despite its benefits, companies frequently encounter long processing delays from the IRS, leaving them wondering how to expedite … Read more
The Employee Retention Credit (ERC) became a vital lifeline for businesses affected by the COVID-19 pandemic, offering substantial payroll tax credits to help employers retain their workforce during challenging economic times. However, one area of concern that seems to be becoming more common for businesses and accountants alike is tracking the status of their ERC … Read more
The Employee Retention Credit (ERC) was a critical relief measure introduced under the CARES Act in 2020 to help businesses retain employees during the COVID-19 pandemic. However, due to widespread fraud, abuse, and compliance concerns, the IRS announced a moratorium on ERC processing in September 2023. This moratorium significantly impacts businesses that have already filed … Read more
The Employee Retention Credit (ERC) is one of the most significant relief measures for businesses impacted by the COVID-19 pandemic. Established under the Coronavirus Aid, Relief, and Economic Security (CARES) Act in March 2020, the ERC has undergone several legislative modifications through the Consolidated Appropriations Act (CAA) of 2021, the American Rescue Plan Act (ARPA) … Read more