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.
February 23, 2017
New Income Tax Form Needed for S-Corps, Says AICPA
The form proposed by the AICPA in its February 21 letter would be a required attachment to any income tax return and would include items of income, loss, deduction or credit of an S corporation. The purpose of the form would be to compute the S ...
February 23, 2017
Report Helps Tax and Accounting Pros Avoid Due Diligence Penalty
Thomson Reuters has released a Checkpoint special report, Preparer Due Diligence Requirements Expanded to Cover More Credits, which identifies some of the questions and actions tax and accounting professionals must employ in order to protect ...
February 23, 2017
Excel Isn’t Dead: 87% of Accountants Say It’s a Critical Tool
Many have tried to portend and then confirm the death of Excel, and much like the aforementioned quote from Twain, such an event has been greatly overrated. Consider this: though many have attempted to replace what can only be considered one of the ...
February 23, 2017
CFOs Say Data Integration is Top Technology Hurdle
CFOs report that their teams continue to spend very little time on strategic tasks—just 17%—and remain reliant on the standard processes and technologies that negatively impact their ability to deliver actionable information. That's according to the ...
February 23, 2017
Accounting Firm Carr, Riggs, Ingram Acquires Florida-Based Proctor Crook
Top 25 CPA and advisory firm Carr, Riggs & Ingram, LLC (CRI) has merged Martin, Palm Beach, and St. Lucie County, Florida-based firm Proctor, Crook, Crowder & Fogal. All office locations now operate under the CRI name, and the personnel join a team of ...
February 23, 2017
eBook Helps Nonprofits Establish Trust in Operations and Reporting
A new ebook, “The Trust Factor and Nonprofit Financial Management,” is focused on helping nonprofits identify key factors for building and protecting the trust that ultimately ensures their missions. The ebook was published by AccuFund, Inc., a ...
February 23, 2017
Small Businesses Confident, But Cautious of Economic Instability
According to Xero’s second annual Make or Break Report, which examines the opinions and character traits of both small business owners and small business accountants in the U.S. and U.K., both owners (79 percent) and accountants (84 percent) feel more ...
February 23, 2017
CFOs Reveal Top Frustrations
Senior finance professionals deal with tough stuff daily. From closing the books, collaborating across teams, or choosing the right tools, financial decision makers need to ensure their decision is the best one for the organization.
February 22, 2017
AICPA Revises Auditing Standard on Going Concerns
The AICPA’s Auditing Standards Board (ASB) has issued Statement on Auditing Standards (SAS) No. 132, The Auditor's Consideration of an Entity's Ability to Continue as a Going Concern (AICPA, Professional Standards, AU-C sec. 570).
February 22, 2017
New Phishing Scheme Shows Need for Stronger Data Security in Accounting Firms
Often, these emails appear to come from a legitimate source—a well-known organization, friend or co-worker—because these accounts have also been victimized. In this example, it would appear to come from someone that is sincerely looking for assistance ...
February 22, 2017
BambooHR Introduces New Bamboo Payroll System
Bamboo Payroll benefits both the HR department and the employees. The software provides employees with instant pay confirmation, simple deduction, direct-deposit management and pay history displayed in an easy-to-read graphic format. For the HR ...
February 22, 2017
New IRS Income Tax Refund Dates for 2017: EITC Credit Delayed Refunds
The IRS says that refunds are coming. Really- they mean it this time.