What Is CAS Accounting? A Smarter Way To Manage Business Finances

By Allison Katz

CAS Accounting refers to a suite of outsourced financial services that includes everything from bookkeeping and payroll to financial reporting and CFO-level advisory. Unlike traditional accounting, which often focuses on historical data and tax filing, CAS is designed to be proactive, real-time, and consultative. How is CAS Different from Traditional Accounting? Here’s how CAS stands apart:…

Common Bill.com–QBO Sync Issues and How to Fix AP Discrepancies

By Allison Katz

Preparing your company’s books for year-end and tax processing can seem overwhelming. When multiple systems are involved in your accounts payable (AP) workflow, even small inconsistencies can create month-end stress and year-end delays. To support accurate recording of activity, many businesses have turned to systems such as Bill.com to streamline their AP processes. Bill.com syncs…

Year-End Tax Planning for Technology Companies: Key Dates You Should Know

By Allison Katz

As tech companies enter a new tax year, planning ahead for filing deadlines is essential, especially for those managing equity compensation, multi-state operations and rapid expansion. Withum’s Technology and Emerging Growth Services Team is outlining the key dates and considerations tech CFOs and CEOs should prepare for now. Key Dates for Technology Companies 1. Payroll…

The Model Choice Era: What Anthropic Means for Microsoft 365 Copilot

By Allison Katz

How multimodel Copilot changes strategy, governance and value realization for the enterprise For the past two years, enterprise conversations about generative AI have centered on a single question: How fast can we adopt Copilot to boost productivity while staying compliant? That question is evolving. Microsoft has begun introducing model choice into Microsoft 365 Copilot, which signals…

The AI Co-Pilot: A Tech Leader’s Guide to Augmenting, Not Replacing, Your Developers

By Allison Katz

As a technology leader, you are constantly bombarded with the next “revolution” in technology. The latest and loudest is Artificial Intelligence, specifically Large Language Models (LLMs), and its promise to fundamentally change software development. The hype is deafening, with narratives suggesting you could replace entire engineering teams with a handful of prompt engineers, overshadowing the…

NJ Angel Investor Tax Credit 2026 Updates: Bigger Benefits for Digital Health Investors

By Allison Katz

New Jersey continues to strengthen its innovation ecosystem with incentives, such as the Angel Investor Tax Credit, designed to attract early-stage capital for emerging technology businesses. For digital health companies—where innovation and R&D drive growth—this program offers a compelling advantage for both investors and entrepreneurs. What Is the NJ Angel Investor Tax Credit? The credit…

New IRS Guidance and Increased Scrutiny: What Tax-Exempt Hospitals Need to Know

By Allison Katz

Tax-exempt organizations have new guidance to follow as they fall under increased scrutiny by lawmakers. On September 30, 2025, the Internal Revenue Service (IRS) and U.S. Treasury Department released the 2025–2026 Priority Guidance Plan, outlining projects aimed at clarifying regulations and tightening compliance in areas such as executive compensation, donor-advised funds, digital assets and retirement…

NetSuite Next and AI in NetSuite: Features, Benefits and Readiness 

By Allison Katz

Artificial intelligence is quickly becoming a foundational part of ERP. The newest evolution of Oracle NetSuite, called NetSuite Next, accelerates that shift and expands what’s now possible with AI in NetSuite.   NetSuite Next represents a major step forward, shifting NetSuite from a system that stores information to one that actively supports informed decisions. Designed for…