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 21, 2017
Knock, Knock. Who’s There? … The IRS. Really?
IRS revenue agents will sometimes visit a taxpayer who is being audited. That taxpayer would have first been notified by mail about the audit and set an agreed-upon appointment time with the revenue agent. Also, after mailing an initial appointment ...
April 21, 2017
Taxpayer Leaves IRS Settlement Offer on the Table
If a client owes the IRS money, he or she may not have to cough up the full amount. Instead, the taxpayer can make the IRS “an offer it can’t refuse” under its offer in compromise (OIC) program. This way, both sides may go home relatively happy.
April 21, 2017
Expensify Adds New Features to Partnership Program
In addition to these new features, Expensify has also introduced a new tier in the Approved! Program called the Champion tier, whereby firms that adopt Expensify internally get an additional 5% discount for both internal firm use as well as for their ...
April 21, 2017
New Financial Close Analytics System Strengthens Management Oversight
The new module helps accounting organizations uncover bottlenecks in their month-end closes and identify trends to streamline and better manage the process. FloQast is a provider of close management software created by accountants for accountants.
April 21, 2017
Bassets eDepreciation
April 20, 2017
White Paper Shows Firms How to Leverage Social Media
Thomson Reuters has released a Checkpoint white paper, Four Ways to Effectively Leverage Social Media for Your Firm, which makes the case for why businesses need social media marketing in order to remain competitive. It delivers practical advice on ...
April 20, 2017
Free eBook: Embrace Tomorrow: How to Future-Proof Your Practice
You’ve spent years studying to become an accounting professional, built your skill set, earned your clients’ trust and established a successful firm, mainly based on using traditional accounting services. But the hard truth is that the professional ...
April 20, 2017
Do Income Taxes Decrease Worker Motivation?
The results suggest that people who believe in redistribution and government intervention would benefit from reminders of what their tax dollars pay for. In addition to filing tax returns, Rick and Burson suggest that a reminder note might be useful ...
April 20, 2017
Avalara Partners with Billtrust for Tax Exemption Certificates
When conducting tax-exempt transactions, businesses of all sizes must supply sellers with correct, up-to-date and signed sales tax exemption certificates. In parallel, sellers must track and maintain the exemption certificates provided by their customers.
April 20, 2017
Employee Financial Stress Can Be Costly for Companies
Financial stress, student loans and retirement plan withdrawals all present obstacles to employee financial well-being according to PwC US’s 2017 Employee Financial Wellness Survey. As financial wellness priorities continue to shift across the generational divide, this year’s survey data, collected during the first two weeks of the new Presidential administration, also reflects the country’s current...…
April 20, 2017
KPMG Dismisses Head of Audit Practice, 5 Others for Conduct
The firm learned in late February, from an internal source, that an individual who had joined KPMG from the PCAOB subsequently received confidential information from a then-employee of the PCAOB, and shared that information with other KPMG personnel.
April 20, 2017
Venture Capital Funding Hits $17.3 Billion in Q1 2017
With much of the uncertainty from 2016 subsiding in the U.S., there are signs of optimism in the venture capital (VC) market as total investment in the first quarter of 2017 reached $17.3B across 1,809 deals, according to Venture Pulse, a quarterly ...