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.
June 8, 2017
The Evolving World of Outsourced Payroll
Companies that choose to outsource one or more functions must always consider both the costs and benefits of doing so. No one-size-fits-all answer works for most small business clients. Rather than trying to offer such a solution, we believe it is ...
June 8, 2017
Who Should Bear the Risk of Client Retention?
The key to a successful operation of an accounting or tax practice is client retention. That is true after the purchase of a practice but, in fact, that is true for any practice. All firm owners must be able to retain clients in order to survive and ...
June 8, 2017
What Millennial Business Owners Want from Accounting Firms
Accounting firms that want to attract millennial-led businesses as clients should diversify services, provide a digital experience and work in the cloud, according to a new survey from Bill.com.
June 7, 2017
The Top Tax Mistake on 401(k) or IRA Inheritances
Anyone who just inherited a deceased parent’s IRA or 401(k) could be about to commit a costly blunder. You can take the money from that retirement account in one big lump sum, no matter how young you are, but that will trigger a tax bill – probably a ...
June 7, 2017
Why Your Firm’s Social Media Needs Your Employee’s Engagement
I frequently get pulled aside by C-level executives from professional services firms who secretly reveal that they really don’t want their employees showing their expertise on social media. Why? Because they don’t want them to be poached by competitors or headhunted by executive recruiters. This is especially true on LinkedIn. But here’s the thing. Our...…
June 7, 2017
Wolters Kluwer Wins Three Accounting Firm Operations and Technology Survey Awards
Wolters Kluwer Tax & Accounting solutions have been named winners in all three award categories in the 4th Annual Accounting Firm Operations and Technology (AFOT) Survey. CCH ProSystem fx Tax won top honors in the Profitability Awards ...
June 7, 2017
70% of Companies May Miss New Revenue Recognition Standard Deadline
Nearly 70 percent of respondents polled during the recent Deloitte-Bloomberg BNA revenue recognition conference said their organizations are still assessing how they will implement the new standard.
June 7, 2017
4 Money Issues Couples Should Agree On
Spouses often harbor different opinions on a variety of subjects. From the style of clothes and haircuts they like on each other to the TV shows they watch every evening, marriage requires plenty of compromise.
June 7, 2017
New Report Establishes Student Loan Guidance & Contribution Program Standards
As student loan benefit packages proliferate, IonTuition has created an easy-to-understand guide for employers and other organizations to evaluate their potential programs.. Areas of evaluation include:
June 7, 2017
FASB Moves Forward with New Accounting Standards for Hedge Accounting
Under the new standard, hedge accounting would be refined and expanded for both financial (e.g., interest rate) and commodity risks. The economic results would be presented in a more transparent way, both on the face of the financial statements and ...
June 7, 2017
8 Tips for Understanding Attestation Engagements under SSAE 18
While most clients request typical accounting or audit services from their CPA firms, many have specific needs that firms are often unable to meet through traditional preparation, compilation, review or audit engagements related to the financial ...
June 7, 2017
Communicate With Staff for Greater Buy-In
Employee communication is a vital component of your staff management plan, so it’s worth your while to step up efforts in providing staff members with the knowledge they desire. Doing so benefits you as well, as a morale booster and engagement ...