July 2020

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.

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 ...

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 ...

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.

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 ...

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...

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 ...

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.

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 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.

AICPA News is a roundup of recent announcements from the association.

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 ...

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.

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...

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 ...