May 2019

RPA is not an entirely new technology – in fact, many concepts included in RPA are descendants of older technologies like optical character recognition (OCR) of scanned documents, zonal OCR, the “screen scraping” tools used for decades to extract data ...

While there are obvious advantages to having your CPA license, a Series 7/65/66 RIA, CFP, ABV, CVA, CBA, or ACFE to validate a particular level of accounting or financial competence, in the information technology world, the certifications are ...

A combination of technology and process can provide powerful tools for your team and clients, but the overall mindset within your firm is also critical. Leaders must prioritize making clients’ lives easier and focus on continuous improvement.

A roundup of recent news from the AICPA. The American Institute of CPAs (AICPA) issued a formal thank you to both the U.S. Treasury and the IRS for providing taxpayers with more extensive relief from penalties associated with underpayment of ...

There are a lot of great opportunities right now for finance and accounting professionals, as unemployment rates continue to remain staggeringly low. However, finding the right talent has proven to be a major challenge for most employers.

More than 40 percent of employers plan to hire full-time, permanent employees this year, and 47 percent plan to recruit part-time workers. Hiring for full-time employees and part-time or contract workers is on par w...

If you’re firm is adding or expanding food stores to its industry clients, here are five marketing munchies you can use to attract them.

May is the perfect time of year to finalize your marketing strategy for the rest of 2019. Your website is the centerpiece of your digital presence; its 24/7 worldwide reach is the perfect place to make a few tactical upgrades to increase ...

Do you trust your money to financial apps? I know many people who find online banking risky and won’t use online investing and planning services, but others have gotten over the hump of trusting online financial services.

As we reflect back on the end of another busy season of the accounting industry, we are left as always to reflect back on one simple question. Why is busy season always so hard?

The audit risk model is the foundation of any audit. This might seem like CPA 101, but are you correctly applying it to your engagements?

As your clients’ trusted advisor, you’re expected to deliver seamless solutions to their everyday needs, tapping into the best tools and technology to bring their business and your firm long-term success and growth.

Numbers are numbers are numbers, right? If it were all about the numbers, accountants would have seen themselves replaced by computers by now.

24 million Americans—more than the population of Florida—want to work for themselves by 2021. There is no doubt a significant mindset shift underway; however millions of aspiring entrepreneurs say they face barriers ...

Should you become more flexible in the candidates you consider? Or would that be tantamount to lowering standards and settling for mediocrity? The answers are yes to the first question and no to the second.

With all of the transformation efforts going on these days, firms seem to be in the middle of one continual change initiative. Your team members are understandably fatigued for several reasons.

Accounting leaders know there are few things as important as maintaining cash flow at their firms. Retaining customers is also critical and building upon relationships is a key to success.

If you’re like most small firms your marketing activities were placed on the back burner while you studied the TCJA and translated the new law for your clients this tax season. Take a breath – or a well-deserved vacation – and then dust off your marketing

Mindfulness is a term that can be overused, and often is not given enough weight as a necessary practice in our work lives. The tipping point for the mindfulness movement probably came in 2016, when TIME Magazine published a special edition devoted ...

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 ...

Recent research shows many organizations are already flexible with their hiring demands. In a Robert Half survey, 84 percent of human resources managers said they are at least somewhat open to hiring and training an employee who doesn't meet the ...

The modern age of the practice management system is here, and it’s offering accounting firms more efficiencies than they have ever had in the past. A practice management system goes beyond time entry into managing the complete life cycle that is your client relationship. This is the driving factor behind Practice Engine, along with the […]