Explore the top reasons why Xero Bookkeeping Software is the preferred choice for small businesses, from streamlining financial management to ensuring compliance and providing real-time cash flow insights. The post 7 Reasons Why Small Business Owners Use Xero Bookkeeping Software appeared first on Bookkeepers and Bookkeeping Services – First Class Accounts.
Archives for April 2024
The importance of record keeping in a digital world
Guest post by AON. Here’s why keeping appropriate records can help during a claim. In a world where almost everything is paperless, keeping records and filing documentation is something that might slip your mind as you go about your usual business. While digitisation has made record keeping easier in some ways, it has also brought […]
There’s more to managing risk than insurance: 6 pillars of managing risk in a service based business
Guest Post by AON. There’s not much in life that comes without risk – whether it’s starting a business, or even just crossing a road. When it comes to running your business, the biggest risk in your mind is probably not making a profit. However, events such as a client tripping over and injuring themselves […]
North London Chartered Financial Planner joins Continuum
Retirement planning specialist Chris Haigh has joined national financial advice firm Continuum as a Chartered Financial Planner. Mr Haigh has been advising clients working towards retirement for more than 25 years. He will be based in North London joined Continuum from DGS Chartered Financial Planners in St Albans, where he was a Chartered Financial Planner […]
Xero to retire the Planday product in Australia; enters new Deputy Australia partnership
We know how important time, attendance and scheduling (TAS) needs are for any small business. And for Australian employers, we know it is even more important because Australia has some of the most complex payroll compliance requirements in the world. Following a careful review of our current TAS solution, we have made the difficult decision […]
Annuity sales rocket to their best first quarter ever
The insurance products began 2024 in much the same way as 2022 and 2023: with record-breaking sales.
How advisors can help clients get the most out of Roth IRAs
Are clients’ savings working for them? How to best guide them on the pros and cons of Roth IRAs and other savings programs.
Weekend Reading For Financial Planners (April 27-28)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a. the Fiduciary Rule 2.0), which is set to go into effect in September and (if it survives anticipated legal challenges) would represent a […]
Final regs. issued for clean energy credit transfers
The IRS issued final regulations regarding the election to transfer certain clean energy tax credits. The regulations include specific rules for partnerships and S corporations as eligible taxpayers and transferee taxpayers.
Closing loopholes or blocking access? Reactions to the final DOL rule
Here’s how commenters such as the AARP, SIFMA, FSI, the Consumer Federation, NAPFA, the CFP Board and others view the Department of Labor’s retirement advice regulation.