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 16, 2017
100 of 100 Tax Execs Surveyed Expect Major Tax Reform
Reforms aimed at driving growth of American business top tax directors’ reform wish list, with 40 percent hoping for a reduction of the 35-percent corporate tax rate, according to the survey. One in five (20 percent) of respondents point to tax ...
March 16, 2017
5 Ways to Improve Workflows in Accounting Firms
The first step to enabling this growth – and the sustainable efficiencies that empower it – is to tackle those inefficient workflows within your firm. By taking the time to streamline these workflows – and achieving a higher level of effectiveness ...
March 16, 2017
Marijuana in the Workplace: What Employers Need to Know
With the proliferation of legalized marijuana among the states, the wide-spread use among employees that these state laws encourage, and changing positions from enforcement agencies, now is a good time for employers to review their drug testing ...
March 15, 2017
Tax Rules for Uber, Lyft and Other Ride-Share Drivers
When you’re a driver for Uber or Lyft, you receive a 1099 from the company, indicating the compensation received during the year. This is the amount you must report to the IRS, and any appropriate states, as taxable income. So there’s no such thing ...
March 15, 2017
IRS Gives Extension to Businesses Hit By East Coast Blizzard
Business taxpayers who are unable to file their tax return by today’s due date (March 15, 2017) can request an automatic extension by filing Form 7004, available on IRS.gov, on or before March 20, 2017. Form 7004 provides a six-month extension ...
March 15, 2017
Last-Minute ACA Tax Reporting Support
ACA reporting via 1094 and 1095 forms was required last year, and employers and insurers are again expected to comply with all ACA reporting requirements, making it imperative that businesses understand the new requirements for 2016. In 2015, the ...
March 15, 2017
3 Money Tips for Happy Marriages
20 percent of couples say that financial decisions cause tension in their relationships every day, and 31 percent say money issues lead to stress weekly, according to a survey by the American Institute of CPAs and the Ad Council.
March 15, 2017
New CGMA Treasury Resource Helps Management Accountants
A newly published Chartered Global Management Accountant (CGMA) resource, Treasury and Cash Management Essentials, provides a practical guide to help management accountants add value to the business by deepening their understanding of key treasury ...
March 15, 2017
CFOs Say Workers are More Engaged
Recent findings from a separate study help to underscore the point that executives should not take employee engagement — or loyalty — for granted. About one-third of professionals surveyed for a study on worker satisfaction and engagement from ...
March 15, 2017
3 Ways Accounting Firms Can Embrace Artificial Intelligence
Tools for automated credit modeling already exist to help advisors stay ahead of credit risks in accounts receivable portfolios, according to the Hackett Group. Continued automation of data inputs — from gathering audit evidence to inputting employee expe
March 15, 2017
6 Tips for Email Marketing for Accounting Firms
Would you like to find out how to generate five figures of business every time you send an email to your list of subscribers? It’s entirely possible; I do it all the time and you can too. Email marketing is one of the most overlooked and underutilized ...
March 15, 2017
Report Shows Challenges and Benefits of Corporate Sustainability Reporting Processes
Thomson Reuters has released a Checkpoint special report, The Sustainability Reporter: A deep-dive into the challenges and benefits of new corporate reporting processes, which examines the practicalities of sustainability reporting and how, in the ...