Insights: Client Accounting Services


HSA + HDHP can be a winning health benefits formula

September 4, 2018

If you’ve done any research into employee benefits for your business recently, you may have come across a bit of alphabet soup in the form of “HSA + HDHP.” Although perhaps initially confusing, this formula represents an increasingly popular model for health care benefits — that is, offering a Health Savings Account (HSA) coupled with,…

Read More

3 keys to a successful accounting system upgrade

July 17, 2018

Technology is tricky. Much of today’s software is engineered so well that it will perform adequately for years. But new and better features are being created all the time. And if you’re not getting as much out of your financial data as your competitors are, you could be at a disadvantage.For these reasons, it can…

Read More

Do you know the ABCs of HSAs, FSAs and HRAs?

July 2, 2018

There continues to be much uncertainty about the Affordable Care Act and how such uncertainty will impact health care costs. So it’s critical to leverage all tax-advantaged ways to fund these expenses, including HSAs, FSAs and HRAs. Here’s how to make sense of this alphabet soup of health care accounts. HSAsIf you’re covered by a qualified…

Read More

Do you need to adjust your withholding?

May 8, 2018

If you received a large refund after filing your 2017 income tax return, you’re probably enjoying the influx of cash. But a large refund isn’t all positive. It also means you were essentially giving the government an interest-free loan.    That’s why a large refund for the previous tax year would usually indicate that you…

Read More

Not necessarily a luxury: Outsourcing

January 19, 2018

For many years, owners of small and midsize businesses looked at outsourcing much like some homeowners viewed hiring a cleaning person. That is, they saw it as a luxury. But no more — in today’s increasingly specialized economy, outsourcing has become a common way to cut costs and obtain expert assistance. Why would you? Outsourcing…

Read More

Choosing the best way to reimburse employee travel expenses

June 13, 2017

If your employees incur work-related travel expenses, you can better attract and retain the best talent by reimbursing these expenses. But to secure tax-advantaged treatment for your business and your employees, it’s critical to comply with IRS rules. Reasons to reimburse While unreimbursed work-related travel expenses generally are deductible on a taxpayer’s individual tax return…

Read More

What are tax-advantaged ways to reimburse employees’ education expenses?

April 27, 2017

Reimbursing employees for education expenses can both strengthen the capabilities of your staff and help you retain them. In addition, you and your employees may be able to save valuable tax dollars. But you have to follow IRS rules. Here are a couple of options for maximizing tax savings. A fringe benefitQualifying reimbursements and direct…

Read More


Receive timely news and updates from our newsletter.