Every year, the IRS releases its “Dirty Dozen” list to spotlight the most common scams targeting taxpayers, businesses, and financial professionals. For CPA firms, this is not just another government warning. It is a practical …
The SEC’s updated Regulation S-P, finalized in 2024, is now approaching its enforcement deadline of June 3, 2026. While the rule itself is not new, the reality is setting in. Many financial advisory firms are …
Growth is a strong signal of success for a financial advisory firm. New clients. Additional advisors. Expanding assets under management. But growth also exposes weaknesses. For many financial firms across Manhattan, Brooklyn, and the broader …
In February 2026, reports surfaced that a New Jersey accounting firm experienced a security incident that was discovered in November but disclosed months later. Sensitive client information was reportedly exposed. While legal proceedings will determine …
Compliance is not something CPA firms or healthcare agencies only worry about during audits or inspections. It shows up every day. It shows up in how files are stored. How staff log in. How remote …
By Yiddy Lemmer, CEO - CompuConnect, Inc. Most CPA firm owners do not start the year thinking about IT. They are focused on deadlines, staffing, client expectations, and compliance. Technology stays in the background until …
Most CPA firms and home healthcare agencies assume cyberattacks only happen to large organizations. The truth is that hackers often target smaller firms because they hold extremely valuable financial and patient data and usually have …
by Yiddy Lemmer, CEO, CompuConnect, Inc. Running a CPA firm today means running a technology company without calling it one. Every tax return, financial statement, portal upload, client communication, and deadline depends on reliable, secure …
If You Depend On Your Computer Network To Run Your Business, This Is One Report You DON’T Want To Overlook!
October 6th, 2026
