June 2021

apps

June 16, 2021 

Apps We Love: June 2021 – Reference Apps

We're all pretty accustomed to Googling when we need answers. But is that the best source of information? Where do you go when you have questions? This month we are sharing our favorite reference apps with the CPA Practice Advisor readers.

Gail Perry

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June 3, 2021 

3 Tips for Finding Remote Staff During Covid

For most tax and accounting firms, COVID-19 has been a significant catalyst for change. While some firms may not have thought about having remote employees before March 2020, many have adapted to having their employees work remotely from home.

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June 3, 2021 

6 Essential Measurements of Firm Culture

Firms spend a significant amount of time and money creating a company culture that helps employees feel supported and drives results. In recent years, forward-thinking firms have focused on creating growth cultures rather than performance-based cultures.

Sandra Wiley

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June 3, 2021 

How to Use Polls to Measure Your Clients’ Needs

If I were to ask you, “What do you prefer, working or vacationing?” Which would you choose? That simple question is a poll, providing answers that inform content development to get my target market’s attention. Okay. That sounds fun for consumer brands, but are polls something B2B companies could use? Yes! Here’s why. 7 Benefits...…

Becky Livingston

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June 1, 2021 

AICPA News: June 2021

AICPA News is a round-up of recent announcements from the American Institute of Certified Public Accountants. A Quarter of American Taxpayers Don’t Have a Financial Plan For some people, submitting their tax return to the IRS is a relief as they put the paperwork out of sight, and out of mind, until next year. Others...…

Mary Girsch-Bock

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June 1, 2021 

Strenghthen Your Client Relationships with Financial Planning

Marriage, divorce, remarriage, having children, or planning for retirement. All of these events can directly impact your client’s tax returns, so why not take tax preparation a step further by offering your clients a way to better plan for these events? It’s likely that you’re already doing some of the work of a personal financial...…

Mary Girsch-Bock

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May 27, 2021 

Post-pandemic Priorities: Reassess Your Target Markets

Yay! At long last we are finally seeing light at the end of the pandemic tunnel. With increasing vaccinations, many accounting firms, technology companies and service providers are slowly moving back from remote work to in-person environments.

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May 24, 2021 

Finance Leaders Depend on Business Intelligence to Drive Change

In the windfall of the pandemic, high-performing accounting teams have adapted their operational mindset. These forward-thinking leaders have elevated their roles from process administrators to strategic partners that provide tangible, data-driven ...

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May 24, 2021 

How Remote Work Lends Itself to Reshaping the Back Office

By Kim Lockett. The pandemic has been hard on everyone in different ways, and though the end is in sight, we’re not there yet. But, as we close in on a year and a half of working from home, we can look back with some perspective and perhaps a little pride at how we’ve adapted...…

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May 24, 2021 

Stuck in the Middle

Finance automation is lagging in the mid-market—where it is needed more than ever.

cloud accounting

May 24, 2021 

Using Agile Methodology on the Digital Transformation Journey

Transformation is a concept applicable to nearly every aspect of our lives: our diet, our home, our leadership style, etc. And regardless of the application, the focus is consistently the same: moving from point A (the current state) to point B ...