Technology February 13, 2020
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 ...
February 19, 2019
February 18, 2019
February 18, 2019
February 15, 2019
Technology February 13, 2020
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 ...
February 19, 2019
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.
February 19, 2019
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.
February 18, 2019
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 ...
February 18, 2019
When it comes to marketing to real estate clients, it can be tough. They are on the move constantly.
February 15, 2019
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.
February 14, 2019
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?
February 14, 2019
A roundup of recent news from the American Institute of CPAs.
February 14, 2019 Sponsored
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 ...
February 13, 2019
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 ...
February 12, 2019
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
February 12, 2019
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 ...