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 17, 2017
Marketing and Social Media Tips for CPAs With eCommerce Clients
Does your firm have a lot of clients who specialize in ecommerce? If so, this article is for you.
February 17, 2017
IRS Cracks Down on Offshore Tax Cheats
Illegal scams can lead to significant penalties as well as interest and possible criminal prosecution. The IRS Criminal Investigation Division works closely with the Department of Justice to shut down scams and prosecute the criminals behind them.
February 17, 2017
The Most Googled Tax Searches for Every State
Even tax professionals know how confusing taxes can be. For individual taxpayers, it can be like performing a root canal without any dental experience. For those with tax obligations in multiples states, or with more complex incomes and investments ...
February 17, 2017
2017 Review of Up Your Cash Flow – Cash Management Apps
Up Your Cash Flow is business budgeting and cash flow forecasting software. Designed for both business owners as well as CPA’s accountants offering accounting and bookkeeping services to clients, Up Your Cash Flow offers users the ability to generate ...
February 17, 2017
Apps We Love – Anti-Anxiety/Stress Management
Well it’s that time of year again. I remember my first busy season at Deloitte and how shocked I was to go outside after work on April 15 and see daylight – after so many long days, I had forgotten what that felt like! You get used to it, but if the ...
February 17, 2017
The Road From Lacerte® to CCH Axcess™: “Cloud is a Magic Word”
Frank Stitely takes his tax practice seriously. As one of two partners at Stitely & Karstetter, a CPA firm based in Chantilly, Virginia outside of Washington DC, he has his eye on the future as he looks for ways to attract younger clients and utilize the
February 17, 2017
2017 Review of PlanGuru – Cash Management Apps
PlanGuru offers users excellent budget and forecasting tools. Designed for businesses of all sizes, as well as accountants that offer business and financial planning services to clients, PlanGuru is a cloud application.
February 17, 2017
2017 IRS Tax Refunds Coming Week of Feb. 27
Many refunds that included the EITC or Child Tax Credit had been held since the filing season started in late January due to new requirements of the 2015 Protecting Americans from Tax Hikes (PATH) Act.
February 17, 2017
2017 Review of Float – Cash Management Apps
Float is a cash management and cash flow forecasting app that integrates with Xero, Free Agent, and QuickBooks Online. Designed to be used with these three programs, users link Float to their accounting software during system setup.
February 17, 2017
On Becoming an eCommerce Client Specialist
If you’re interested in starting or growing a niche service for eCommerce clients, these concepts, ideas, tips, and quips from eCommerce expert and QBPluggedIn Founder and Director, Dawn Scranton, will help point you in the right direction.
February 17, 2017
2017 Review of Pulse – Cash Management Apps
Pulse is a cash flow app that allows business owners and accountants to keep track of cash flow for multiple companies. While not particularly strong in cash management analytics, Pulse does provide users with the ability to easily track and maintain ...
February 17, 2017
Tax Pros Share Top 5 Issues for 2017
The survey covered everything from how they approach possible tax policy changes to the craziest write-offs they’ve seen and the craziest places they’ve completed client taxes. Here are the top five takeaways from the survey for 2017.