While there is no magic wand that will guarantee the financial success and stability of your business forever, effective working capital management..

On Friday, the California Department of Financial Protection and Innovation (DFPI) closed Silicon Valley Bank ("SVB") and appointed the Federal..

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In our previous blog, we covered the fundamentals of cash flow projections and how you can use those to create long-term strategies for your business..

For businesses of all sizes, managing an organization’s cash flow is an essential ingredient for success. For a business to successfully manage its..

Finding and retaining top accounting talent continues to be a challenge for CPA firms, especially after the pandemic has fundamentally changed how we..

Managing cash flow is one of the most critical challenges facing small businesses today.   Intuit's study, The State of Small Business Cash Flow,..

As technology has gotten more advanced and accessible, digital marketing for accounting firms has become one of the best ways to reach and service..

If you have any doubts about the importance of customer service and building solid client relations, consider the following statistic from a Harvard..

In 2022 we introduced a new feature in Plooto called Plooto Capture, located in the Documents tab. Capture was built to help Plooto provide an..