June 2013

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September 17, 2013 

How Accounting Firms Can Prevent a Digital Disaster

The majority of small to mid sized practices are vulnerable to unexpected data loss. As an accountant or attorney you have an ethical duty to ensure that your clients’ electronic information is not lost, destroyed or inadvertently disclosed.

 Five Steps to Effective Delegation

May 27, 2013 

Five Steps to Effective Delegation

Delegation is an important tool to help free up time, allowing us to focus on the things we do best and that add the most value to the firm. Unfortunately, however, delegation is a tool that too infrequently makes it out of the toolbox.

Jim Boomer

 Lean Six Sigma Lessons to Improve CPA Firms

May 27, 2013 

Lean Six Sigma Lessons to Improve CPA Firms

Most of us have read about “lean” processes increasing efficiency while reducing waste, and six sigma setting the highest standards for quality production, but these terms have mostly been applied towards large scale manufacturing environments.

Roman Kepczyk

 Accessing Cloud Data: The Leaner, Meaner Racing Bike Approach

May 27, 2013 

Accessing Cloud Data: The Leaner, Meaner Racing Bike Approach

Current market research studies indicate more than 50 percent of small-to-medium sized accounting firms plan on using cloud-based applications over the next few years. For companies with more than 50 employees, that number rises to 90 percent.

 Creating a Practice-Wide Culture of Safe Collaboration

May 22, 2013 

Creating a Practice-Wide Culture of Safe Collaboration

For many CPA firms, data leakage is becoming an increasing problem, with the potential to pose truly disastrous results for a company and its clients. For instance, in 2012, a public accounting firm was contracted to perform financial statement auditing services for a client.

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May 20, 2013 

How to Manage Sales Tax in QuickBooks 2013

QuickBooks’ sales tax tracking features help you track the “who, what, why, where, and how much” of sales tax. The ultimate goal of QuickBooks sales tax tracking system is to properly calculate and collect sales tax and to properly report revenues tax collections, and tax payments in two two-dimensional reports called Sales Tax Revenue Summary…

Doug Sleeter