Latest Articles

December 18, 2019 

Be a Better Advisor: Asking Effective Questions. In this session we will address advisory behaviors that can improve your stickiness with clients and ability to market services to both new and existing clients as you move to more of an advisory practice. You will leave this session with the tools you need to have for...…

December 18, 2019 

Be a Better Financial Planning Advisor: Your Opportunity to Help Clients is Here Now. Today’s society faces job instability, potential long-term insolvency of the Social Security system, student loan debts, and a lack of personal financial planning education. These are the people who need your help the most! Join author Gail Perry-Mason, the founder of...…

December 18, 2019 

Be a Better Accounting Advisor: How Future Trends Will Impact the Profession. Think about the trends we can see coming our way: Client Accounting Services, Big Data, Blockchain, RPA, and AI, and more. How are these trends expected to change the way accountants will work in the future, and how they will be implemented? What...…

December 18, 2019 

Be a Better Auditing Advisor: How Current Trends are Impacting the Auditing Process. We’ve steamrolled ahead into the 21st century with mobile technology, Software as a Service, eCommerce, video streaming, cloud computing, and automated data entry – and we are constantly challenged to keep our processes up-to-date in order to accommodate these changes. The threat...…

December 18, 2019 

Be a Better Technology Advisor: How to Use Technology to Be a Better Advisor. Concepts like real-time accounting, cloud collaboration, video conferencing, customer relationship management, management dashboards, and so much more provide accountants with the ability to help clients make decisions proactively. By using technology to customize solutions for clients, accountants are taking on new...…

December 18, 2019 

Be a Better HR/Talent Advisor: Things Your Professors Never Taught You. College accounting programs sometimes overlook the non-technical skills that professional accountants need in order to be successful in their careers. What are these skills, why is it their absence a problem, how can they be obtained, and how can we as a profession address...…

December 18, 2019 

Be a Better Income Tax Advisor: Tax Planning Tips You Need to Know. Tax accountants offer suggestions and advice to clients regularly, but many are missing the opportunity to focus on tax planning as a service, separate from the preparation of the tax returns. In this session you’ll learn how tax planning can expand your...…

December 18, 2019 

Be a Better Tax Advisor: Solving Real World Sales and Use Tax Issues. When and where are services taxable? How do you know if clients are selling across state lines? Which sales are exempt? How do states collect use tax? What’s the best way to stay on top of sales/use tax law changes? How can...…

December 18, 2019 

Be a Better Payroll Advisor: The Future of On Demand Pay. In the very near future, on demand pay will be front and center. Learn how you can help your clients prepare for the next generations. It goes beyond how the clients are being served in the payroll area to best solutions to meet their...…

December 18, 2019 

AICPA News is a roundup of recent announcements from the American Institute of Certified Public Accountants.

Mary Girsch-Bock

December 18, 2019 

The new legislation is expected to be signed by President Trump soon after it hits his desk. Keeping that in mind, here are some of the key extensions granted by Congress right before Christmas.

December 18, 2019 

With OfficeTools Cloud, firms can store all critical client information in one centralized application and track all projects, activities and communications. Users can also access OfficeTools Cloud remotely, allowing firms to scale up and down ...