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 22, 2017
What is the Thought Leader Symposium?
The symposium itself, which is still hosted by CPA Practice Advisor, provides its members with an opportunity to immerse themselves in deep discussions about pressing issues in the accounting profession, develop opportunities to collaborate, plan ...
March 22, 2017
What is Tax Reciprocity?
Tax reciprocity normally applies to any wages an employee earns through employment: hourly wages, salaries, tips, commissions, and bonuses. Reciprocal tax withholding agreements between states usually do not apply to income earned outside of employment.
March 22, 2017
2017 Invoicing Utilities – Invoice Sherpa
Invoice Sherpa works with many popular accounting software applications such as QuickBooks, Xero, Harvest, and FreshBooks. InvoiceSherpa automates accounts receivable and bill payment options, as well as recurring billing for subscriptions.
March 22, 2017
2017 Invoicing Utilities – FundBox
Fundbox is designed to proactively address cash flow gaps that typically affect small and in-transition businesses that rely on timely payments from their customers. Fundbox users can create an account at no cost, with users only assessed a fee when ...
March 22, 2017
2017 Invoicing Utilities – Bill.com
Well known for its robust AP automation function, Bill.com also offers a decent payment processing platform as well. Bill.com provides users with the ability to choose their preferred payment method and will automatically send invoices to customers ...
March 22, 2017
2017 Review of Invoice Management Systems
While invoicing on the surface seems like a fairly straightforward feature, (and simple invoicing is), how customers and clients are invoiced can be just as important as when. Do you provide your customers with a mailed invoice only?
March 22, 2017
2017 Thought Leader Symposium
The most influential thought leaders in the accounting profession gathered for CPA Practice Advisor's 9th annual Thought Leader Symposium in Indianapolis, February 26-28, where they participated in discussions, and occasional disagreements, about how ...
March 22, 2017
How to Deduct Shared Workspace Expenses Like WeWork
How can start-up companies afford to pay the rent in high-priced city districts? Many times they can’t and that helps explain the success of companies offering shared working quarters. As of last year, the biggest player in this market, WeWork became ...
March 22, 2017
The 7 Most-Missed Income Tax Deductions
The Illinois CPA Society has created a helpful list of often overlooked tax deductions and credits from the Illinois CPA Society before you file:
March 22, 2017
How Much Does a Bad Employee Cost a Business?
As expensive as it is to replace a bad hire, the money isn't what concerns employers most. In a Robert Half survey, chief financial officers (CFOs) said the single greatest impact of a poor hiring decision is lower staff morale (39 percent), followed ...
March 22, 2017
Xero Adds Integrations for UK Businesses
The integrations, built on top of Xero's industry leading open API, will help more small businesses make smarter decisions, improve cash flow, get paid faster and access capital quickly. Accountants and bookkeepers can also use the financial web to ...
March 22, 2017
Is Your Accounting Firm Serious About Security?
As I wrote in a previous column, whether it’s securing a perimeter in a war zone or an accounting firm, the strength of the defense is only as robust as the front lines. In your firm, the front line is your people who are handling sensitive client data on