Uncategorised

8am™ CPACharge

August 19, 2025 

8am™ CPACharge

Online payments designed for CPA firms.Easily accept credit, debit, and ACH payments. Finally, there's a professional online payment solution made just for CPAs, giving you an affordable way to accept credit, debit, and ACH payments in your office or...

thought vision light bulb pixabay TeroVesalainen -2123971_1280

April 19, 2019 

Do Your Best Vision Management

April 2019 Issue Many of you have put off reading this issue and article until after a hectic tax season that changed your processes and rhythm because of the Tax Cuts and Jobs Act (TCJA). One of the advantages of being a consultant to the ...

Randy Johnston

apps

April 18, 2019 

Apps We Love April 2019 – Shipping & Mailing

Do you ship packages? Do you struggle with verifying zip codes? Do you need tracking information? Do you fret over delivery delays or lack of real people to answer questions? We’ve surveyed the CPA Practice Advisor community as well as various shipping options on the internet and have found some tools that you might find...…

Gail Perry

access-logo_RBA[1]

April 18, 2019 

A Passion for Community Action

As the finance director for the Access Community Action Agency (www.accessagency.org), and a lifelong Connecticuter, Parker Stevens has seen how many of his neighbors in and around the city of Willimantic are in need of assistance. Serving Windham ...

human resources_1_.5564e30dcd283

April 17, 2019 

The Importance of New Hire Training

It doesn’t take much work on your part to get a warm body into an empty seat. It does take your attention to keep them there. Give your new hire their best possible shot at staying. Give them the training they need, the way they need it, with ...

Richard Roppa-Roberts

Firm of the Future Logo 4X3

April 17, 2019 

3 Reasons to Add Payroll to Your Practice

Payroll is often one of the largest expenses for small businesses. In fact, according to the Intuit State of Small Business Cash Flow - Payroll study, nearly half of small business owners who aren’t self-employed estimate 30 percent of their company’s ...

Scott Cytron

trucks

April 17, 2019 

The 3-Month Marketing Guide to Gain Transportation Industry Clients

If you’re targeting transportation companies in your firm’s growth strategy, this Ultimate Guide was developed for you. Before marketing, research the target market – define who you want to work with; identify specific transportation industries; develop a buyer persona of your perfect client; and pin point the geographic market. Once those items have been developed,...…

Becky Livingston

Automation_technology _.5558c5b706074

April 16, 2019 

Creating Structure Around Innovation

The innovation process within firms is often chaotic and uncoordinated if it exists at all. While it’s true that innovation is messy, leaders cannot expect to merely tell people the goal is to be innovative and expect amazing things.

Jim Boomer

stopwatch optimize-3699322_1280

April 16, 2019 

Optimization vs. Transformation

Bringing in technology to optimize what your firm already does will not somehow transform your business model. So let’s take a look at the differences between optimization and transformation.

Arianna Campbell