August 2022

When it comes to people looking for a job, research shows that compensation and benefits are the basics that will get them in the door, they are not deciding factors.

Smart Client Management needs a data mindset to proactively make clients’ lives better. I think most practitioners would agree with me that the reactive model ...

There is power in your data. And smart management of it can lead to stellar results. Discover the goldmine, right there inside your business, to build the firm of your dreams.

I understand change, improvement, trends, insurance issues, health, and safety – all of this goes into decisions to move in whatever direction the rule-makers determine is for the greater good. But at the same time, I’m going to miss the sweet ...

What is best to keep in your practice, and what needs to go away? For many firms, getting the fundamentals right will help you pick the right ...

Negative attitudes, poor morale and refusal to follow firm processes impede progress. If the prevailing mindset across the firm, especially amongst leadership, is ...

AI is making financial advisors more efficient and more connected with clients. But some challenges persist.

Here are the pros and cons of each. Plus, a series of questions you can use to determine which strategy you should undertake.

The Innovation Awards were first presented in 2004, and honor new or recently enhanced technologies that benefit tax and accounting professionals and their clients ...

Gig economy companies classifying their workers as independent contractors continue to face lawsuits, state action, and federal agency enforcement

Many of the violations of the FMLA and the ADA are the result of supervisory inaction. The failure to comprehend the significance of information an ...  

According to LinkedIn, “Creator mode is a profile setting on your dashboard that can help you grow your reach and influence on LinkedIn. Y

The first step is acknowledging that you can no longer forge culture in the same way as in an office-centric model.

To find out how Mailchimp is being used in a CPA’s practice, I sat down with Jeff Wilson II, CPA, owner of The W2 Group (www.wiicpas.com) in Upper Marlboro, MD. Jeff has a full-service practice with several niches...

Visual reporting software enables CPAs to communicate more effectively with clients. CPAs can show businesses in detail their financial status and where they are headed.

The first half of the conference season is behind us. We have had a chance to look at new strategies, tactics, and offerings from most major publishers.