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.
April 24, 2017
Creating Trust Through Change Management
Your firm is focused on improving your tax and/or audit process by leveraging Lean Six Sigma (LSS). LSS is a proven process improvement methodology used by many leading firms to improve their processes. Lean focuses on the speed of the process, Six ...
April 24, 2017
Apps We Love: Email Management
You’ve just spent your busy season juggling projects and are probably already thinking about how you could make your life easier going forward and in particular next spring. We’ve done some investigation and have requested input from members of the ...
April 24, 2017
Building an Accounting Niche in the Restaurant Industry: What You Need to Know
The restaurant industry has areas that are totally specific to it. Those who want to get into that area who want to do it right, need to become experts in those areas that really differentiate that industry.
April 24, 2017
Sales and Use Tax Incentives for Restaurants
With tax season ending, it’s a good time for restaurant owners to check in with their accountants to see what they qualify for this season and start preparing for next season. Common incentives for restaurant owners include utility and power credits.
April 24, 2017
Payroll Internal Controls Checklist
No matter the size of the company or how employees are paid, internal controls are a necessity. Here are my suggestions for payroll-related internal controls that can protect you and your data.
April 24, 2017
Payroll Record Retention Tips
A master list which includes the agency name, required records and length of time to retain is a good way to develop your own payroll record retention schedule.
April 24, 2017
5 Tips to Help Navigate Pay Equity
Leaders of accounting firms have joined a growing list of businesses interested in equitable pay practices. Specifically, expectations for greater transparency concerning equal pay for equal work are on the rise among employees, business owners, and ...
April 24, 2017
Helping Your Restaurant Clients Navigate Accounting Software
Running a restaurant presents a unique set of accounting challenges for many managers and owners. Issues such as transient staff, high transaction volume and theft are key concerns for restaurant owners, and having a robust system in place to handle these situations can go a long way. From general purpose accounting software to restaurant-specific accounting...…
April 21, 2017
Green Finance Practices for Earth Day
Accounting firms looking to be a little greener have many ways to accomplish the goal. With Earth Day coming up (Saturday, April 22), Basware is offering some tips, starting with adopting paperless business processes throughout their financial ...
April 21, 2017
MyFirmsApp
Get digital and mobile with your own App and secure your firm’s future in this changing world. It’s easier and more effective than you could ever imagine. Don’t get left behind. The world we live in is now mobile first. It’s often the first and last thing your customers look at, plus every 5 minutes...…
April 21, 2017
TOP MOBILE PRODUCT 2017 – FREE DOWNLOAD
Put your firm on your client’s phones, 24/7. Selected as Accounting Today’s ‘Top Mobile Product for 2017’, this CPA App saves you time and money, differentiates your firm, secures new clients and builds long-term relationships.
April 21, 2017
Survey Shows Doubt on Value of Mandatory Auditor Rotation
Perhaps no issue in contemporary accounting has drawn more attention than that of mandatory auditor rotation – whether companies should be required, in the cause of sound financial reporting, to periodically change audit firms or audit-firm engagement ...