PFS Global

PFS Global Solving for the Modern World. PFS Global is a forward-thinking financial management company that is servicing hundreds of clients throughout the United States.

Next week! We're excited to see our friends at Combined Agents of America, LLC next week for their event, Summer Series ...
07/09/2026

Next week! We're excited to see our friends at Combined Agents of America, LLC next week for their event, Summer Series 2026: The Power Play! ⚡

If you'll be there, please let us know or say hello! We'd love to discuss how we can help your agency with bookkeeping, taxes, legal, HR, and more.

07/09/2026

In the latest discussion for our Law & Ledger series, Aaron and David got into something we all think about a lot... Compilation Exceptions.

Well, maybe not a lot. Maybe sometimes? Do we even know what they are? Maybe more businesses need to know. How about we just listen to their thoughts...

Who's using outsourced services? The number of businesses keeps growing.Recent studies show that 45% of firms in the mid...
07/08/2026

Who's using outsourced services? The number of businesses keeps growing.

Recent studies show that 45% of firms in the mid-market are outsourcing their financial services.

We can help. Check out the ways we can impact operations for your business at pfsonline.com/what-we-do

Wishing you all a wonderful holiday as we celebrate 250 years of independence for America! 🇺🇸Don't forget that tomorrow...
07/03/2026

Wishing you all a wonderful holiday as we celebrate 250 years of independence for America! 🇺🇸

Don't forget that tomorrow - on the 4th of July - the new Trump Accounts begin to process. All the steps to get started, including the app and IRS Form 4547, may be found at trumpaccounts.gov

07/02/2026

If we're allowing more AI use by employees, but we also know that humans can be the "weakest" part of the cybersecurity chain, then how can we take better steps for data protection.

Raul discusses his answer with Aaron and David on this clip from Law & Ledger.

Using AI in your business operations? Great! Solely relying on it for expertise on your specific business needs for lega...
06/30/2026

Using AI in your business operations? Great! Solely relying on it for expertise on your specific business needs for legal, bookkeeping, or tax operations strategy? Be very careful!

AI is a great tool to add to your capabilities, but it can leave you in a bind with it comes to the fine details of compliance.

The "Jackson" case further illustrated that many taxpayers lose the deduction for Motor Homes not because it is invalid,...
06/24/2026

The "Jackson" case further illustrated that many taxpayers lose the deduction for Motor Homes not because it is invalid, but because it is improperly structured or documented.

Tax law permits deductions for travel-related lodging when you are “away from home” on business, meaning your business-use motor home expenses qualify as deductions.

Read more on our Blog about how to document it properly at pfsonline.com/articles

06/23/2026

What's new in AI use and tools? Raul gives some perspective to Aaron and David on this clip from on "agents" and how they are being deployed for workflows.

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