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 7, 2017
2017 Innovation Award Winners Announced in Los Angeles
The 2017 Tax and Accounting Technology Innovation Awards, now in their 14th year, highlight this progress in workflow management and client collaboration, with this year’s winners all offering cloud-based solutions that enhance firm operations.
June 6, 2017
2017 Best Public Accounting Firms for Women
More women are getting further at the 12 accounting firms that comprise the Accounting MOVE Project’s 2017 Best Public Accounting Firms for Women list. Women comprise 28% of partners and principals at these firms, compared to 24% in aggregate for the ...
June 6, 2017
Report Highlights Lessons for Practitioners from First Season of Single Audits Performed Under the Uniform Guidance
Thomson Reuters has released a Checkpoint special report, Single Audits: Uniform Guidance — Lessons Learned, which outlines key issues for practitioners that have arisen during the first season of single audits performed under the Uniform ...
June 6, 2017
Payroll Problems Make Employees Go Job Hunting; 84% Expect Pay Raise Each Year
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 6, 2017
Thomson Reuters Launches Checkpoint Learning Small Business Start-Up Certificate Program
Thomson Reuters has launched the Checkpoint Learning Small Business Start-Up Certificate Program for accounting professionals who seek to increase their knowledge of small business issues in order to better serve the fastest growing sector of ...
June 6, 2017
Adaptive Insights Launches New Visual Analytics System
According to a recent CFO survey, nearly half (45%) of CFOs plan to invest in dashboards and analytics by 2020, topping the technologies investment list. Although many enterprise software solutions, such as HR and CRM, have integrated analytics, the ...
June 6, 2017
Neat Adds Integration with QuickBooks Desktop
Neat’s integration with QuickBooks Desktop is a universal solution with the flexibility to cater to the specific needs of different industries. Regardless of company offering, Neat with QuickBooks Desktop allows small businesses, accountants and ...
June 6, 2017
Adaptive Insights Enhances Financial Planning for Software Companies
Adaptive Insights has combined best practice models, KPIs, and industry benchmarks with its Adaptive Suite integrated planning and analytics product.
June 6, 2017
IRS Approves 84 Certified Professional Employer Organizations
The Internal Revenue Service has issued notices of certification to 84 organizations that applied for voluntary certification as a Certified Professional Employer Organization (CPEO).
June 6, 2017
The Risks and Rewards of Captive Insurance
If your client is in a business that requires them to carry a large insurance policy, such as is found with doctors and medical malpractice or a building contractor with liability concerns, there’s a good chance you’ll be asked, “Is the creation of a ...
June 6, 2017
Businesses Less Bullish on Economy, But Expect Tax Reform This Year
Sixteen percent of business executives said they expect the Trump Administration’s proposal to lower federal corporate income taxes will be signed into law this year, while another 33 percent expect it to be enacted before the 2018 midterm elections.
June 6, 2017
The Tax Advice That We Give to Our Clients
We can all take a lesson from the case of Whitsett v. Commissioner, TC Memo 2017-100. First of all, I have been in practice for 23 years. Some of my clients have been with me for that amount of time. This was a troubling case when I read it and I ...