Accounting & Bookkeeping

Marcum's audit documentation is severely insufficient, leading to subpar work and negligence.

A client has never filed corporate taxes for 2018-2025 and is missing some historical bank statements, requiring a method to reconstruct or substitute missing records.

Canadian corporations struggle to properly categorize and process management fees paid to shareholders in a way that complies with CRA regulations while avoiding payroll tax implications.

Bank reconciliation takes 10 hours per month and clients question the cost.

A bookkeeper needs to reclassify 1800 invoices in QuickBooks Online to split one product into two different products, but the existing tools don't allow bulk changes.

Clients claim to have receipts but often fail to produce them at tax time, forcing accountants to make difficult decisions about filing expenses.

A small accounting firm struggles to track monthly client document submissions and corresponding tasks, causing delays and relying on scattered email and underutilized project management software.

A financial manager manually performs journal entries and subledger accounting in physical books, causing constant calculation errors that require extensive correction time and result in blame for missed mistakes.

Solo bookkeepers struggle to get clients to securely upload financial documents, as clients resist portal logins due to password/MFA friction and default to unencrypted email attachments, leading to security risks and manual follow-up.

Unable to get an accurate transcript eligibility assessment from state board and NASBA for CPA credentialing.

Small business owners feel financially stressed and confused when high profit does not translate to cash in the bank due to receivables, prepaid expenses, and hidden debt.

Fragmented data across QuickBooks Desktop, project management software, payroll, and dozens of Excel files prevents unified dimensional reporting and client budgeting for a multi-revenue-stream professional services firm.

Manual data entry of bank statements, check stubs, and loan amortization into Thomson Reuters Accounting CS and UltraTax is time-consuming and tedious.

An accountant wants to automate repetitive manual tasks using simple tools like Excel/VBA, but is blocked by IT governance with no clear review or approval process, forcing repeated manual work.

External auditors from a merged top-25 firm are unresponsive, submitting error-laden work, and failing to meet deadlines, jeopardizing the year-end audit completion.