Blog

Dealing With the Death of Your Accountant

There are many tax-planning tips for death and estate, but not much is written about the death of your accountant who has been taking care of the family’s finances for decades. I just read a statistic that says 43% of financial advisors are over the age of 55, and are approaching retirement. Even my own experience with new clients tells

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Cloud Based Accounting: The Cloud, The Books, The Bookkeeper, and His Death

The use of cloud-based accounting software began to surface about five years ago, amongst my clients. Since then, I’ve seen more young entrepreneurs adopting software quickly and with minimum training.  Accounting software, desktop or cloud-based, is supposed to be user friendly for non-accountants, and this has been the case since accounting software came onto the scene in the 1990s. Now,

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