Latest Articles

intuit-quickbooks-preferred

November 15, 2019 

Newest Features in QuickBooks Online Advanced Speed Workflow

Many accountants and bookkeepers who want to build and/or maintain a cloud-based practice have turned to QuickBooks Online Advanced – Intuit’s latest cloud-based offering – to meet the needs of their fast-growing, high value clients who may be ...

laptop computer pixabay rawpixel-3190194_960_720

November 15, 2019 

Crafting a Strategic CAS Plan

Accounting firms are increasingly looking to expand beyond traditional, compliance-focused accounting services to grow their business and boost profitability. By providing client accounting services, firms can not only improve their bottom line, but ...

Vishal Thakkar

fists clients pixabay mohamed_hassan paper-3213924_960_720

November 15, 2019 

How to Get Started with Client Accounting Services

Traditional compliance services like taxes and audits have long been the bread and butter of many accounting practices. However, clients are increasingly requesting new services beyond that scope such as bookkeeping, payroll, and advisory-level collaboration. Firms eager to create new revenue streams and stronger ties with clients respond by expanding services and adopting technology that...…

Pete Potsos

health care pixabay rawpixel -3031259_960_720

November 15, 2019 

Marketing to the Home Care Nursing Industry

As you consider the home healthcare industry vertical for your firm, begin with the why. Why now? Why this industry? Why this geographic location? Why should they work with us? Why is it important to the firm’s bottom line? Once you know your why, you’re on your way to creating a marketing plan with purpose....…

Becky Livingston

wolters-kluwer-logo

November 14, 2019 

How CCH Axcess Helped This Firm Achieve Peak Performance

The firm migrated from the CCH ProSystem fx Tax on-premise solution to the full, cloud-based CCH Axcess platform, including CCH Axcess Tax, CCH Axcess Document, CCH Axcess Portal, CCH Axcess Practice, and CCH Axcess Workstream modules.

electronic_payments keyboard_1_.55c4ba9a115cc

November 13, 2019 

Digital Tokens are Transforming Payments

Consumers across all age groups are increasingly making purchases with tokens, indicating a wide range of new opportunities for businesses to engage with their customers and transform commerce using blockchain.

Avalara Crush 2020

November 13, 2019 

Avalara CRUSH 2020 to be Held in St. Louis

CRUSH guests--including Avalara customers, business and technology partners, accounting leaders and CPAs, and other industry experts--will walk away with an understanding of the most confounding tax challenges impacting their business and roles today, ...

stopwatch optimize-3699322_1280

November 13, 2019 

7 Productivity Hacks for the Strategic CFO

How can CFOs themselves use technology to be more efficient and effective? As a Chief Operating and Financial Officer, father of four daughters, and a newly minted girls lacrosse coach, I’m always looking for ways to save time.

John Ewert

Marcum

November 13, 2019 

Marcum LLP Public Company Audit Practice Grows Significantly during Third Quarter

The accounting and business advisory firm Marcum LLP gained 19 publicly registered company clients during the third quarter of 2019. Also in the third quarter, Marcum’s market share of IPO audits exceeded three of the Big Four accounting firms and led all non-Big Four firms. Marcum ended the July-September period with 12 new SEC client...…

holiday-shopping1_11175878[1]

November 13, 2019 

Bah Humbug: Holiday Gift Giving Causes Unwanted Pressure

In order to save money, more than 2 in 5 (41%) gift-givers are willing to resort to gift-giving taboos, including 38 million (16%) who would be willing to boycott the tradition altogether. Additionally, nearly one-quarter (24%) are willing to regift ...