In this issue
July 14, 2020
Labor Laws in the Post-Pandemic Workplace
The post-pandemic workplace in many cases will be rife with obstacles that could overwhelm some employers. Knowing what may be around the corner and taking steps to avoid it may help employers successfully acclimate to the new environment.
July 14, 2020
CAS Practices Meet the Moment
We’ve been hearing two things from firms in recent months at CPA.com. First, many graduates of our client advisory services workshops have told us their investment in building a CAS practice has paid off and they haven’t missed a beat, even with the ...
July 14, 2020
Apps We Love – Apps for the Pandemic – July 2020
Since the pandemic prevents us from going out anywhere, this month we decided to take a deep dive into augmented reality (AR) apps – bring the reality home to us on our phones and tablets. Video game players are comfortable in this 3-D realm, but for ...
July 13, 2020
An Email Automation Process That Works Like A Charm
Once you’ve identified the who, what, when, and where, you have to learn the how. Major email service providers, like MailChimp, Constant Contact, Salesforce, HubSpot, and more have built-in email automation options.
July 13, 2020
The Great Leap: Convergence & Acceleration
Convergence is a theory that refers to the tendency for technologies that were initially unrelated to become more closely integrated and even unified as they develop and advance. For example, in the mid-2000s, everyone had ...
July 13, 2020
Hiring and Managing Paraprofessionals in the Age of Remote Working
As accounting firms refine their business strategies in the wake of the COVID-19 pandemic, it’s likely that paraprofessionals will loom large in their plans. There are few things more important today than an adaptable workforce...
July 13, 2020
The Outsourced CFO: Five Ways to Add Value
As an outsourced CFO you can provide the professional competence necessary to ensure “the way we do it here” produces reliable financial statements for management and lenders, facilitates regulatory compliance and provides ...
July 13, 2020 Sponsored
New Reporting Features in QuickBooks Online Boost Workflow Productivity
Helping clients understand their numbers is a continuous focus for accounting professionals, and while there are several dashboard tools readily available, most of these require additional downloads, setup, and a learning curve.
July 10, 2020
Do You Have a Clear CAAS Vision?
CAAS stands for Client Accounting and Advisory Services. It may be too late for the profession to choose to use this far better name. One of the regrets that I have from the last 35+ years of trying to help CPA firms ...
July 9, 2020
Long Days and Fireflies and How to Help Our Clients
July has always been my favorite month. When July begins, there’s still an endless sea of summer ahead, the days are long, the fireflies twinkle in the evening, and the air is warm.
July 9, 2020
AICPA News: July 2020
AICPA News is a roundup of recent announcements from the association.
July 7, 2020
Getting More From Your Zoom Meetings
If you’ve ever asked a question to a large group during a videoconference, you know that getting a response isn’t always straightforward. In some instances, a dozen people will try to talk at once. In others, everyone will sheepishly wait for ...
June 29, 2020
How Technology Empowers a Remote Finance Team
Implementing a financial operations tech stack that is scalable for your clients can eliminate much of the friction you encounter and future-proof your practice for success.
June 12, 2020
How to Implement an Effective Value Based Engagement System
If it were as easy as flipping a switch everyone would have done it already, and then I’d be writing about something way less interesting like the state of affairs with revenue recognition. But the transition to Value Based Engagements isn’t quite that...
June 4, 2020
The Outsourced CFO: Five Ways to Add Value
As an outsourced CFO you can provide the professional competence necessary to ensure “the way we do it here” produces reliable financial statements for management and lenders, facilitates regulatory compliance and provides ...
