Firm Management November 4, 2026
How Small CPA Firms Can Create Polished Marketing on a Budget
For small accounting firms, marketing often becomes the thing that gets squeezed between client work and deadlines.
July 19, 2017
Whether You Think You Can or Can’t, You’re Right!
I just recently finished up a busy baseball weekend with my son. What does busy look like? We had one tournament with a travelling all-star team while still wrapping up the playoffs in his local little league. After two games in the heat at the ...
July 19, 2017
Apps We Love – Government Apps
As accountants, when we think of government apps, our minds frequently point to the IRS and state revenue agency apps. But there is so much more. I had fun this month exploring apps our government has to offer and was surprised at how much our ...
July 19, 2017
Professionals on the Move – July 19, 2017
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
July 19, 2017
California CPA Society Hits Record Membership
The California Society of CPAs (CalCPA.org) now has more than 44,000 members and continues to be the largest state association for Certified Public Accountants in the nation.
July 19, 2017
2017 Review of Nonprofit Accounting Systems
While it’s common practice for very small nonprofits to utilize standard accounting applications, even the smallest nonprofit can benefit from utilizing a product designed specifically for their needs. Unfortunately, there are those that use ...
July 19, 2017
2017 Review of Denali FUND Nonprofit Accounting
Denali FUND Nonprofit Accounting from Cougar Mountain Software is well suited for small to mid-sized nonprofit organizations and government entities. A modular system, Denali FUND is scalable, so even the smallest nonprofit can utilize the product and sca
July 19, 2017
2017 Review of Xero for Nonprofit Accounting
Xero is offers complete online accessibility, with the product available in three versions; Starter, Standard, and Premium, with each edition offering increased product functionality. The chart of accounts is provided by default when a user signs up ...
July 18, 2017
What Have You Done For Your Clients Lately?
Just think about what consumers want today: online ordering and delivery right to their door, instant access to people at all levels using social media, constant updates on news through alerts on their smartphones and even their watches ...
July 18, 2017
AICPA Offers Tax Reform Suggestions to Senate Finance Committee
The American Institute of CPAs (AICPA) submitted its recommendations for tax reform to Senate Finance Committee Chairman Orrin Hatch (R-Utah) on July 17 in response to his June 16 call for suggestions from stakeholders.
July 18, 2017
On the FinTech Frontline: Three Key Areas Driving Payments Forward
FinTech is seriously booming. PwC research recently found 82% of financial services companies expect to increase FinTech partnerships in the next five years. The same report also identified consumer banking and fund transfers/payments as the two areas ...
July 18, 2017
CPE Classes at Work? CFOs Don’t Like Staff to Learn During Business Hours
Employers want financial employees who are well informed on the latest regulations, business trends and best practices. But they're not always willing to let their teams pursue continuing professional education (CPE) opportunities on company time ...
July 18, 2017
Federal Government Increases Scrutiny of Employee Handbooks
Under the administration of President Donald J. Trump, employers may be able to anticipate many changes in the regulatory and legal environment. In particular, the National Labor Relations Board (NLRB), which had been very pro-union under Barack Obama ...