Firm Management June 22, 2026
What Firms Need to Know About MFA When Staff Change Mobile Phones or Devices
Multi-factor authentication is one of the most important security controls a firm can maintain, but can cause headaches when changing devices.
February 27, 2019
AICPA Testifies at IRS Hearing on Proposed Rules about Limit on Business Interest Expense Deduction
The American Institute of CPAs (AICPA) testified at the public hearing by the Internal Revenue Service (IRS) on the proposed regulations (REG-106089-18) to implement changes made by the Tax Cuts and Jobs Act (TCJA) to Internal Revenue ...
February 26, 2019
Tax Preparer Due Diligence: More than Checking the Boxes
For most tax professionals, conducting due diligence is second nature, an automatic reflex much like breathing. When a function becomes this automatic, some practitioners may be lulled into a routine of “checking the boxes” and relying on information ...
February 26, 2019
SurePayroll 2010 Who’s Who
Company Overview SurePayroll is the online alternative to ADP® and Paychex® that provides trusted advisors online reports, free educational resources and CPE-accredited webinars, worry-free payroll, and tax payment and filings for your clients. With full-service online payroll available 24/7, our service includes full tax management for prices up to 50 percent more affordable than traditional...…
February 26, 2019
Thomson Reuters 2010 Who’s Who
COMPANY PROFILE The Tax & Accounting business of Thomson Reuters is a leading provider of technology innovations, information solutions, and integrated workflow offerings to accounting, tax, and corporate finance professionals. We offer a full range of software, services and integrated research and guidance solutions through the most trusted brands in the profession, including: Software and...…
February 26, 2019
TaxSlayer 2010 Who’s Who
Company Overview Founded over 40 years ago as a tax preparation business, TaxSlayer Pro has grown into a nationwide tax software company with more than 100 employees. Seasoned tax professionals, who are actively involved in tax preparation, test and design the program, ensuring that the software is complete and error free. We use our experience...…
February 26, 2019
SurePrep 2010 Who’s Who
Company Overview Founded in 2002 by a CPA, SurePrep’s automated electronic workpaper solutions, forms recognition, automatic tax return population functions and onshore and offshore outsourcing options are used by nearly half of the top 100 accounting firms in the country. One of the keys to SurePrep’s success has been its continued development and enhancement of...…
February 26, 2019
NSA 2010 Who’s Who
Company Overview The National Society of Accountants (NSA) is the association for “Main Street” tax and accounting professionals. NSA represents the needs of and delivers “must have” benefits to both tax and accounting professionals. For more than 60 years, NSA has supported independent practitioners with leading information, resources and representation. Membership in NSA is the...…
February 26, 2019
NSA 2010 Who’s Who Take 2
Company Overview The National Society of Accountants (NSA) is the association for “Main Street” tax and accounting professionals. NSA represents the needs of and delivers “must have” benefits to both tax and accounting professionals. For more than 60 years, NSA has supported independent practitioners with leading information, resources and representation. Membership in NSA is the...…
February 26, 2019
NSA 2010 Who’s Who Take 3
Company Overview The National Society of Accountants (NSA) is the association for “Main Street” tax and accounting professionals. NSA represents the needs of and delivers “must have” benefits to both tax and accounting professionals. For more than 60 years, NSA has supported independent practitioners with leading information, resources and representation. Membership in NSA is the...…
February 26, 2019
Expertise is All Around, but You’ve Got to Get Out of Your Silo
We all settle into our own professional paths, growing accustomed to a routine and work cycle that, while it may change from year to year, can still limit what we are exposed to personally and professionally. While this is especially a part of the battle siege mentality of tax season (heads-down and shields up), it...…
February 26, 2019
4 Steps to Marketing Your Expertise through Bylined Articles
5630 characters A key strategy to any accounting-related marketing and public relations program is to position a person at a firm or company as an industry thought leader. This approach not only builds trust and credibility with readers; it creates interest in the person’s abilities, which, in turn, drives business. Authoring articles is a good...…
February 26, 2019
Intuit Statement Writer:
7502 characters If you need to present proper financial statements from QuickBooks data, you’ve most likely been frustrated for years by the extra steps you’ve been required to go through to get the job done. Intuit has made several ill-fated attempts to resolve the problem, but in general, creating GAAP financial statements from QuickBooks...…