Latest Articles

February 19, 2020 

While you may not be interested in implementing a complete CRM application in your firm right now, here are a couple of options to consider if you wish to get a better handle on managing your current clients.

Mary Girsch-Bock

February 19, 2020 

Zoho CRM www.zoho.com From the 2020 reviews of CRM systems for accounting firms. Zoho CRM is a solid online CRM application well designed for businesses of all kinds, including accounting firms, although it is better suited for businesses that sell products. Zoho CRM offers four plan levels, with a basic plan available at no cost....…

Mary Girsch-Bock

February 19, 2020 

The members of the Accounting Thought Leader Symposium have elected David Cieslak, CPA.CITP, CGMA, GSEC, accounting technologist and chief cloud officer and executive vice president with RKL eSolutions, into CPA Practice Advisor’s Accounting Hall of Fame. The announcement was made during a presentation at the 2020 meeting of the Thought Leader Symposium, an accounting think tank...…

Gail Perry

February 18, 2020 

Private sector employment increased by 291,000 jobs from December to January according to the January ADP National Employment Report. Broadly distributed to the public each month, free of charge, the ADP National Employment Report is produced by the ...

February 18, 2020 

We live in an era of convenience, and that goes for meetings as well as everything else. There’s simply no excuse to insist that everyone gather in person for a meeting, nor is there reason to be frustrated with the chaos of a conference call when too many people are on the line, like the...…

Gail Perry

February 17, 2020 

We are in the business of building relationships. No matter how advanced technology becomes, at the heart of the accounting profession, we are people of our people—our clients. That means face-to-face meetings with clients are still (and will likely always be) a mainstay component of a firm’s business model. And now well into busy season—the...…

Darren Root, CPA, CITP, CGMA

February 17, 2020 

We are in the business of building relationships. No matter how advanced technology becomes, at the heart of the accounting profession, we are people of our people—our clients. That means face-to-face meetings with clients are still ...

Darren Root, CPA, CITP, CGMA

February 17, 2020 

What to know when you might get your 2020 income tax refund? This easy to use chart shows estimated tax refund dates. File early and you will get your refund earlier. IRS refund schedule.

February 17, 2020 

Expense Management has always been important, but in recent years, the surge in company travel has found more businesses scrambling to find a way to continue sending their employees where they need to be, but doing so in more cost-effective manner.

Mary Girsch-Bock

Accounting February 15, 2020 

This column will go through some of the gear I carry with me when working out of the office. As someone who spends over 100 days a year traveling, I don’t have the option of waiting until I get back to the office to deal with most things.

Brian Tankersley

February 14, 2020 

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

Isaac M. O'Bannon

February 14, 2020 

Generally, if you make a withdrawal from a traditional IRA before age 59½, you owe a 10% penalty tax in addition to your regular income tax liability. But the tax code contains a long laundry list of exceptions to this rule.