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.
March 24, 2017
3 Secret Steps to Introduce Efficient, Sustainable Workflows with Accounting Clients
Not even a decade ago, clients would engage an accounting firm, fill out forms and send over documents. It may have felt a bit like a black hole for some companies. While the accounting firm was doing its job, it wasn’t a very collaborative process.
March 23, 2017
March 2017 Accounting & Auditing Channel
Top Social Media A&A Posts Internal audit has an integral role to play in improving the organization’s strategic performance – The Institute of Internal Auditors blog: https://iaonline.theiia.org/2017/Pages/Auditing-Organizational-Governance.aspx?utm_campaign=February+2017&utm_medium=social&utm_postdate=03%2F02%2F17&utm_source=twitter Beyond the Spreadsheet: Technological Changes Mean Industry Innovation for CPAs – NYSSCPA The Trusted Professional: http://www.nysscpa.org/news/publications/the-trusted-professional/article/beyond-the-spreadsheet-technological-changes-mean-industry-innovations-for-cpas?linkId=35081587#sthash.yj77QV8e.Y2IuyRTU.dpbs Take control of Your Debt Collection Efforts by Partnering with a Collection...…
March 23, 2017
March 2017 Tax Channel
Top Tax Social Media Posts: Your Guide to Claiming the R&D Tax Credit – CFO.com: http://bit.ly/2n3BmPK Construction and Sales Tax – Wolters Kluwer SalesTax.com blog: http://bit.ly/2n3uHVT How Does Your Tax Refund Compare? – Kelly Phillips Erb TaxGirl blog: http://bit.ly/2lVxL4n How to Handle Gambling Wins and Losses This Tax Season – TheStreet blog: http://bit.ly/2nbWvq7 How High...…
March 23, 2017
Putting Clients On Hold Can Cost Your Firm Business
Every call made to companies in the sector as part of the large-scale study, conducted by audio branding specialist PHMG, was put on hold, compared to a North American average of 70 percent. Those callers are being forced to wait for 25.81 seconds on ...
March 23, 2017
Beware Phone Scammers Posing as IRS Agents
It's the heart of tax season, and seniors and other taxpayers are being reminded to remain alert to aggressive and threatening phone calls by criminals impersonating IRS agents. The callers claim to be IRS employees, but are not.
March 23, 2017
Nothing is Certain, Except Death and Taxes … and Phishing
Isolating all web access ensures that all email-based phishing attacks requiring users to click on a link to initiate an attack won’t be successful. That’s because, once the user clicks on the link in the phishing email or attachment, their web ...
March 23, 2017
Technologies to Invest in During a Time of Increasing Global Tax Scrutiny
Among the primary challenges faced my most MNEs is the fact that the financial systems currently in place do not support adequate tax reporting for the new tax transparency requirements (e.g. lack of legal entity detail, lack of a tax-sensitive chart ...
March 23, 2017
March 2017 Firm Management Channel
Top Firm Management Social Media Posts: 5 Time Management Mistakes You’re Making Without Even Realizing It – Clients A.R.M. (Accounts Receivable Management) blog: https://www.clientsarm.com/5-time-management-mistakes-youre-making-without-even-realizing/ How Can You Make the SHIFT to Trusted Advisor? – Accountext Report blog: https://www.sleeter.com/blog/2017/03/can-make-shift-trusted-advisor/ How to Write a Social Media Policy for Your Company – Hootsuite blog: https://blog.hootsuite.com/social-media-policy-for-employees/ Simple Twitter Analytics...…
March 23, 2017
80% of CFOs Say They Haven’t Started Transition to New FASB Lease Standard
The new standard is designed to improve reporting of lease transactions, according to FASB, and all organizations that lease assets, from real estate to equipment, are affected. Public companies must adopt it by 2019, and all other organizations ...
March 23, 2017
AICPA Urges Passage of Tax Technical Corrections Legislation
The American Institute of CPAs (AICPA) has asked the chairmen and ranking minority members of the tax committees in Congress to reintroduce the Tax Technical Corrections Act of 2016. The bill was previously introduced on December 6, 2016 on a ...
March 22, 2017
ClockShark Adds GPS Location Functions to Time Tracking Software
A new update to the ClockShark mobile time tracking software includes GPSFence, a new geofence boundary detection feature. The feature provides GPS location data while employees are clocked in. The rollout is available and free to all ClockShark ...
March 22, 2017
Three Marketing Strategies for CPAs With Medical Practice Clients
If your firm specializes in medical or dental practice clients, addressing their pain points is just as important to them as them addressing their patients’ pain points. But how do you do it? Begin by knowing who your target market is. Is it small, family practices, large organizations, such as hospitals, or is it specialists...…