Latest Articles

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December 17, 2018 

The Best Technology Enhancement

A colleague recently shared an amusing story with me. At a firm she worked for, an older partner refused to use email. Instead, he tasked a staff member with sending and receiving all email to and from clients on his behalf. As if that weren’t bad enough, the partner insisted the staff member format all...…

Arianna Campbell

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December 17, 2018 

Got Bots?

When we talk about AI, the image that comes to mind for most people is robots doing many of the jobs we’re doing today. But AI is not just a futuristic vision for accounting firms. In proactive firms, the future is already here.

Jim Boomer

Firm Automation

December 17, 2018 

11 Easy Automation Wins for Accounting Teams

Overwhelmed by buzzwords like “blockchain” and “artificial intelligence”? While these technologies will no doubt be transformative over the next decade, there are plenty of ways for teams to get significantly more efficient and effective using ...

Blake Oliver

 IRS Offers Guidance on Parking Fringe Benefits Expenses

December 17, 2018 

IRS Offers Guidance on Parking Fringe Benefits Expenses

The new rules assist taxpayers in determining the amount of parking expenses that are no longer tax deductible. They also help tax-exempt organizations determine how these nondeductible parking expenses create or increase unrelated business taxable ...

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December 17, 2018 

Welcome to the Redesigned QuickBooks Global ProAdvisor Program

Over the past year, Intuit has actively sought feedback from ProAdvisors via one-on-one interviews, surveys, focus groups and in-person events to learn how the program can help them face the challenges of today’s ever-changing global accounting landscape.

crystal-ball-predictions-pan-126941

December 17, 2018 

In Firm: 2019 IT Predictions and 2018 Results

The increasing rate of technological evolution and of software vendors attempting to integrate with that evolution continues to happen at a fever pitch. With that in mind we offer our predictions as to those items that we believe will have the highest ...

Roman Kepczyk

 December 2018 Firm Management Channel

December 17, 2018 

December 2018 Firm Management Channel

Why Most Firms Don’t Make It to the Second Generation By Marc Rosenberg, CPA The short answer is that CPA firms stink at succession planning.  Firms’ entire operations are geared to maximizing short-term profits, focusing on today at the expense of tomorrow.  Evidence of this is the following: A 60 year-old sole practitioner wants to...…