K-1s are often the last in the long line of documentation needed when filing taxes. As such, we always recommend to our clients that they begin this process as early as possible. In fact, it is our policy to begin collecting and reconciling K-1s in July and August, and even into September.

From time to time we hear from clients about their greatest fears and worries.

The goal of an Outsourced Bill Pay provider is to alleviate the stress and aggravation that is often associated with tracking, reconciling, and paying invoices. Hiring a bill pay service provider might seem like a daunting prospect, but for anyone who has – or works with clients who have – complex finances with disparate entities, this can be a true game-changer.