Accounting September 14, 2026
When Client Records Become Immigration Evidence: A CPA Record-Preservation Framework for Source of Funds
CPAs routinely prepare records for tax, financial reporting, financing, ownership and transaction purposes.
Accounting September 14, 2026
CPAs routinely prepare records for tax, financial reporting, financing, ownership and transaction purposes.
September 14, 2026
September 13, 2026
September 11, 2026
September 11, 2026
February 26, 2019
5958 As 2010 comes to a close, we are all working on our New Year’s Resolutions to make 2011 the best year ever. Although there is still a cloud of uncertainty hanging over our economy, individuals in our profession can’t do anything about the macroeconomic situation. Instead of waiting for others to create economic activity...…
February 26, 2019
16,640 characters For a number of reasons, achieving the perfect balance between implementing or improving technology, and finding success in all areas related to staffing for that technology, is rare. Vendors and users can, and certainly do, work together for long-term results. However, one too many variables, combined with somewhat disparate agendas between the firms...…
February 26, 2019
It is the nature of my work that I spend virtually all of the business day online, and usually a few more hours when I’m not at work. So it’s probably not surprising that while researching the latest accounting and business technologies, taking note of tax law changes, and collaborating with tax and accounting professionals,...…
February 26, 2019
5728 By Michael Roselius, CPA Those of us in the northern hemisphere are noticing some gradual changes in the sunrise and sunset times … and in where the shadows are beginning to shift. If you are not enjoying the changing of seasons, maybe you need to get out of your office more! But before you...…
February 26, 2019
4151 www.emochila.com E. Mochila is dedicated to providing website design and hosting for accounting and tax preparation firms. It has a professional and experienced staff to take the basic information and preferences to create a great looking website. E. Mochila does all of the website setup and maintenance, and the client firm will get an...…
February 26, 2019
3620 www.buildyourfirm.com Build Your Firm is a marketing and practice development consulting firm focused on accounting and tax practitioners. The company’s website building product can be used on a stand-alone basis, or as part of a firm’s system for marketing and selling professional services to new clients. Their Website Development and Internet Marketing product is...…
February 26, 2019
3974 www.afsb.net Accounting and Financial Site Builder (AFSB) is a website builder solution provided by the Tenenz family of products for accounting and tax practitioners. AFSB offers easily customizable website designs as well as support for self-maintained web pages. AFSB targets accounting firms that want the ability to create and edit their own web pages,...…
February 26, 2019
2911 www.CPAsites.com CPAsites.com is a traditional web design firm specializing in custom websites to meet the unique needs of accounting firms. Its business model is to have its professional design staff do all creation and modification using materials, text and images supplied or licensed by its clients. While most hosting plans include monthly or quarterly...…
February 26, 2019
2838 www.CCHGroup.com/SiteBuilder CCH and its parent company Wolters Kluwer are well-established organizations that have provided software, authoritative guides, and content to accounting and tax professionals worldwide for many years through its ProSystem fx, TaxWise, and ATX professional software application suites. CCH offers firms customizable websites using stock or user-submitted content, and currently hosts more than...…
February 26, 2019
4989 www.CPASiteSolutions.com Accounting and tax firms that want to have a professionally designed website done by experienced and dedicated professionals should take a close look at CPASiteSolutions. CPASiteSolutions has been serving accountants since 1999, and currently manages the websites for over 4,000 accounting firms. A typical site will contain almost 300 pages, mostly consisting of...…
February 26, 2019
5567 Most of you want to have your technology work correctly at the least possible cost. This is a reasonable goal, but it’s difficult to execute. This year, in the consulting practice of Network Management Group, Inc. (NMGI.com), which specializes in accounting professionals, we have seen a lot of technology implemented poorly, and some implemented...…
February 26, 2019
5999 888-IDMS-inc (436-7462) www.IDMSinc.com The Account Ability system from IDMS, Inc. is an annual information reporting program designed for multi-employer/client management. The program supports all versions of forms 1098, 1099, 5498 and W-2, W-2C and W-2G in addition to compliance for all states and U.S. territories using the combined filing program. Multiple data import and...…