October 31, 2013
Lose Some Weight — Carry Less Technology!
Many of us spend the majority of our time in the office with a few meetings around town. Others are road warriors that spend much of their life on the road and in hotels.
September 30, 2013
Payroll – To Be or Not To Be
Both accounting firms and industry accountants ask me regularly about opportunities for their firms. One area that has been avoided by industry and public practice CPAs alike is payroll. We’d prefer to transfer the work, liability, risk, schedule commitment and governmental reporting to someone else.
August 28, 2013
Where’s the Cloud Now?
Cloud definitions, strategies, and marketing messages continue to shift. What is most important is the business problem you are trying to solve and the solutions available.
July 31, 2013
Security Issues That Stop You in Your Tracks
Someone in your firm needs to be literate on security and managing your risk. The number of security risks are increasing.
June 28, 2013
Document Management – Should You Think Again?
From the July 2013 Issue. Document management seems to be a recurring theme for my practice this year. It may be because there are so many improvements in products. It could be that document management can be resource intensive to implement and that it raises so many procedural and cultural issues. It could be that...…
May 27, 2013
Billing or Practice Management – What’s Needed for Your Firm?
There are a number of strategies being promoted as the latest, easiest and/or best way to run your practice. Current thinking includes value billing, recurring flat billing, niche strategies, international, and so on.
April 29, 2013
Improving Document Management: What Your Firm Can Do
At the risk of insulting your firm, it is rare to see a document management project implemented correctly. Further, I don’t believe a document management project is ever complete. Let me explain why.
April 9, 2013
Portals, Email or Something Else – What’s Right for CPAs and Their Clients
Over the past 20 years we have had the pleasure of assisting many firms down the paperless path. In the last five to ten years, portals have become popular.
February 27, 2013
SaaSy Accounting: Online Accounting Systems are Abundant and Capable
I’ve had the privilege of helping developers of many of the mainstream accounting software products in use in the U.S. market and the opportunity to follow many more over the last 30 years.
December 18, 2012
Doing Less May be More
From the January 2013 issue. The demands from clients, team members, and all of those around us continue to increase. In the name of great client service we often try to expand services to cover these demands, but is that the right strategy? Because technology has been a great enabler, we have been able to...…
November 26, 2012
Building Value by Thinking Strategically
Firms tend to build their strategic plans around the times of their annual meetings. For some of you, that is now, and for others of you this planning process falls at different times of year. However, many of your clients do their strategic planning between October and December in preparation for the coming year.
Contributors
Amy Vetter
CPA, CITP, CGMA
Becky Livingston
Accounting & AI Marketing Consultant
Brian Tankersley
CPA, CITP, CGMA
Garrett Wagner
CPA, CITP, CEO and Founder of C3 Evolution Group
Jim Boomer
CPA, CITP, CEO
Ken Berry, JD
CPA Practice Advisor Tax Correspondent
Kristy Short, Ed.D.
Accounting Content Specialist
Mary Girsch-Bock
Contributing Writer
Randy Johnston
MCS, MCP
Roman Kepczyk
CPA, CITP, CGMA
