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 20, 2017
What Organizations Need to Know About Their Business Vehicle Programs for Tax Season
Businesses have several factors to consider as tax day looms near. While most organizations are prepared to file their usual income and employment taxes, employers must also consider the various tax implications associated with their business vehicle ...
March 20, 2017
Procurement Officers Look to Analytics, Risk Management
Whether a member of the C-suite, a procurement leader, business partner, procurement practitioner, or supplier, we hope that you will find this report valuable in furthering your ambition, strategies, and performance.
March 20, 2017
April 1 is Deadline for Required Minimum Distributions
The April 1 deadline applies to owners of traditional (including SEP and SIMPLE) IRAs but not Roth IRAs. It also typically applies to participants in various workplace retirement plans, including 401(k), 403(b) and 457(b) plans.
March 20, 2017
Accounting Firms RubinBrown and Stewart Archibald & Barney Merge
This combination will bring together more than 600 team members working from offices in Denver, Kansas City, Las Vegas, Nashville and St. Louis. John F. Herber, Jr., CPA, CGMA, chairman, RubinBrown LLP, and Glenn L. Goodnough, CPA, managing partner, ...
March 20, 2017
Internal Audit Functions Not Meeting Stakeholder Expectations
This year’s study shows that the number of stakeholders that view internal audit as “contributing significant value” dropped from 54 percent in 2016 to only 44 percent in 2017, reaching its lowest level in five years. Despite this drop, the good news ...
March 20, 2017
Should Sales Tax Be Included in Price?
Simplicity is key. If sales tax is charged separately, the amount designated as sales tax is given to the state tax authority. If a statement that sales tax is included appears on the invoice, the seller calculates the amount of sales tax due and ...
March 20, 2017
2017 Review of QuickBooks Online – Invoicing Features
Like all QuickBooks products, QuickBooks Online is well suited for the small business owner that desires the flexibility of anytime access that QuickBooks provides. QuickBooks Online is scalable, with three versions available, making it well suited ...
March 20, 2017
2017 Review of Zoho Invoice – Invoicing Features
When setting up the first invoice in Zoho, users will have the option to select transaction preferences such as the ability to give discounts across the board, or individually, the option to add shipping charges and adjustments to an invoice, and ...
March 20, 2017
2017 Review of Thomson Reuters Accounting CS – Invoicing Functions
Accounting CS offers solid invoicing capability, with users able to choose from a variety of fields to include on an invoice. Options available include sales information, purchase information, inventory information, sales tax information, discounts, ...
March 20, 2017
2017 Review of Intacct ERP – Invoicing Functions
Intacct ERP is a cloud based application aimed at small to mid-sized businesses that conduct business domestically or globally. Core financial modules include AR, AP, GL, Order Entry, Purchasing, and Cash Management. Additional modules are available ...
March 20, 2017
2017 Review of Free Agent – Invoicing Functions
Free Agent is an online accounting software application designed for freelancers and small business owners. Free Agent offers invoice and expense management capability, as well as project management and sales tax management.
March 20, 2017
2017 Review of FreshBooks – Invoicing Functions
FreshBooks offer cloud-based accessibility, and is well suited for freelancers and small businesses. While FreshBooks has a focus on time and expense tracking and management, it also contains good invoicing capability, as well as a mobile app for ...