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
February 11, 2019
There is no federal or state law, rule, or regulation that mandates job descriptions. However, well-written job descriptions that clearly set out the “essential functions” of each job can help avoid or at least help successfully defend some legal ...
February 7, 2019
Every business should follow a set of rules and procedures to keep operations running smoothly. As your small business grows, you will need a strong employee handbook to set expectations for employees. Knowing what to include in an employee handbook ...
February 5, 2019
Meetings are an unavoidable yet fundamental part of life for businesses of all types, including accounting firms. In fact, they probably take up about a quarter of your workday, suggests a recent Accountemps survey.
January 29, 2019
When you embark on a new technology initiative, you may focus on choosing the right software or working with the right consultant. These things are essential, but what really makes or breaks a project occurs before any of these decisions are made.
January 17, 2019
There are individuals in every workplace in the United States who are paid a salary and considered exempt from pay for overtime after forty hours in a work week. While the issue of whether employees are properly classified as exempt is always an issue ...
January 9, 2019
The OECD, European Commission and others have been studying this for many years. The AICPA recently released a policy paper that explains the topic, issues and lists what some countries are doing or proposing. See AICPA Policy Report – Taxation ...
January 7, 2019
New sales tax obligations for many companies and organizations are revealing themselves post-Wayfair. When a company or organization (“seller”) determines it is in its best interest to begin complying with a state’s sales tax rules, tax experts and ...
January 3, 2019
Unless you are an organization of one, you cannot have complete control over all aspects inside the organization, nor should you want to. Similarly, the statement, “I can just do it better myself,” is a sign of a controlling mindset.
January 2, 2019
It’s no surprise when even the most driven professionals find themselves switching off for a few minutes during the workday for any number of reasons, such as fatigue, frustration or a lack of clarity about an assignment. What might be a surprise, ...