Advisory April 24, 2026
5 M&A Signals CPAs Should Be Watching for Their Clients in 2026
The choppiness of the M&A market is an opening, not an obstacle. Use it to build a stronger advisory foundation with the clients who need it most.
June 27, 2017
Equip Your People to Optimize Processes
Many firms have discovered that there is tremendous opportunity in creating optimal processes. Optimal processes are ones which are defined by consistency, efficiency, a high level of quality and profitability.
June 27, 2017
Protect Your Firm and Clients with Multi-Factor Authentication
Authentication is simply a process that verifies a user’s identity. The most common form of authentication is a password, but given the rise of tax-related identity theft and phishing schemes that accounting firms face, a password is no longer enough ...
June 27, 2017
June 2017 Small Business Channel
Another important disadvantage of an S-Corporation concerns ownership. An S-Corporation limits the type of shareholders allowed, the number of shareholders, and the type of ownership interest shareholders may have.
June 27, 2017
June 2017 Payroll Channel
It’s essential for your employees to have time away from work. They need to spend time with their families and follow their interests. And, rested employees will perform better than tired, burned out employees. Your employees value their time, and you ...
June 27, 2017
June 2017 Firm Management Channel
With the current break-neck pace of software and technology we can often overlook the fact that "the cloud" is really just outsourcing. The term "cloud" is simply a catch-all term for subscription-based services running on someone else's network.
June 27, 2017
June 2017 Accounting & Audit Channel
A SOC 2 attestation focuses on an organization’s controls in areas such as operations and compliance. It is performed in accordance with AT Section 101: Attest Engagements, and this report is generally best suited for financial services, health care ...
June 26, 2017
10 Need-to-Know Things About the CPA Exam
If you have professionals taking the CPA Exam soon, be sure they have the facts straight. Share the top 10 things they may not know about taking the exam to ensure they are prepared to pass.
June 26, 2017
New Cashflow Solution Helps Small Businesses
A new cash flow solution from financial information company Sageworks is geared toward helping small business owners. CashSage allows business owners to see quickly how to increase available cash and to see by how much they can help increase it ...
June 26, 2017
Apps We Love: Communicating!
How do you communicate with your clients and your co-workers? If you’re still relying on the telephone, you’re probably finding that many of your colleagues prefer to connect with you in more modern ways. Even email is taking a backseat to many of the ...
June 26, 2017
5 Reasons to Put Your Nanny on Payroll
Paying a nanny off the books, i.e. in cash, can be tempting to both sides of the relationship. Although it is illegal, employers could avoid the hassle of payroll paperwork, and nannies would get to keep their full pay without handing money over to ...
June 26, 2017
Payroll Problems Make Employees Go Job Hunting
Payroll problems may be the fastest way to send top talent to the exits. According to a new survey from The Workforce Institute at Kronos Incorporated, about half of the American workforce (49 percent) will begin searching for a new job after ...
June 26, 2017
June 2017 Tax Channel
One of my clients is a doctor and the company he works for is split into two different entities. For one, he receives a W-2 and for the other he receives a K-1 form. Both companies are interrelated. What happened is that a number of doctors came ...