February 2019

While most of our firms have transitioned away from paper-based records, many of us still struggle to digitize the business processes in our firms. As I write this, we are in the late stages of conducting the 6th Annual CPA Firm Operations and ...

What are the biggest issues employers will face in 2019 when it comes to HR, payroll, benefits and taxes? The experts at Paychex, Inc. have identified the top 10 regulatory issues they say businesses need to keep an eye on.

As a real estate agent or realtor, it’s easy to get your person and business finances tangled up. Keeping your finances separate will make it easier to find deductions during tax season, grow your business and stay organized.

It’s a new year and we’re wondering if people are going to approach charitable donations in a new way as a result of the changes in the tax law. Since many will no longer be able to take a charitable donation as an itemized deduction, the mindset of ...

When it comes to marketing to real estate clients, it can be tough. They are on the move constantly.

If you’re tired of piles of receipts and cumbersome spreadsheets, consider making the leap to expense management software. Our Expense Management reviews will help guide you through the process.

Discussions on the future of the accounting profession place a lot of emphasis on the transition from technical advisor to consultant for client-facing roles. Have you considered how your internal roles can make the same transition?

A roundup of recent news from the American Institute of CPAs.

Job costing can be a complex process especially when businesses are juggling multiple projects. Intuit is making it simple and easy for businesses to track and see how their projects are doing at any point. While Projects integrates tightly with ...

The culture of most CPA firms supports excellent client service. While we can’t do everything perfectly, partners and team members routinely provide services that have value to the client. Determining your client needs is not something you can read ...

With the busy season upon us, it’s easy to get swept up in work and forget to remain present. While I’ve always been a big proponent of tackling stress with mindfulness, it’s easy to lose sight of the moment when to-do lists seem to keep growing, and as f

Taking the first steps into the world of search engine optimization (SEO) can be intimidating. If you have spent anytime researching the topic online then you have likely seen the sheer number of articles, blog and videos giving advice on keyword ...

There is no federal or state law, rule, or regulation that mandates job descriptions. However, well-written job descriptions that clearly set out the “essential functions” of each job can help avoid or at least help successfully defend some legal ...

Every business should follow a set of rules and procedures to keep operations running smoothly. As your small business grows, you will need a strong employee handbook to set expectations for employees. Knowing what to include in an employee handbook ...

Meetings are an unavoidable yet fundamental part of life for businesses of all types, including accounting firms. In fact, they probably take up about a quarter of your workday, suggests a recent Accountemps survey.

When you embark on a new technology initiative, you may focus on choosing the right software or working with the right consultant. These things are essential, but what really makes or breaks a project occurs before any of these decisions are made.

There are individuals in every workplace in the United States who are paid a salary and considered exempt from pay for overtime after forty hours in a work week. While the issue of whether employees are properly classified as exempt is always an issue ...

The OECD, European Commission and others have been studying this for many years. The AICPA recently released a policy paper that explains the topic, issues and lists what some countries are doing or proposing. See AICPA Policy Report – Taxation ...

New sales tax obligations for many companies and organizations are revealing themselves post-Wayfair. When a company or organization (“seller”) determines it is in its best interest to begin complying with a state’s sales tax rules, tax experts and ...

Unless you are an organization of one, you cannot have complete control over all aspects inside the organization, nor should you want to. Similarly, the statement, “I can just do it better myself,” is a sign of a controlling mindset.

It’s no surprise when even the most driven professionals find themselves switching off for a few minutes during the workday for any number of reasons, such as fatigue, frustration or a lack of clarity about an assignment. What might be a surprise, ...