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 14, 2017
Bank Reconciliation Made Fun With Xero
The foundation of the financial web, a network of organizations sharing financial data, is bank statement feeds. Small business owners, working in the cloud, now expect their bank transactions to arrive automatically loaded in their accounting ...
February 14, 2017
Firms Face Increased Data Risk Due to Internet of Things
IT pros understand the dangers facing their companies, but don't have the necessary solutions [AB1] to address these new threats, including IoT malware, like Mirai. Last fall, Mirai was used to arm hundreds of thousands of webcams to attack the ...
February 14, 2017
Report Helps Auditors Innovate and Transform Their Audit Services
Thomson Reuters has released a special report, Four Keys to the Future of Audit, which addresses the most pressing challenges facing the audit profession by grouping these issues into four main categories: quality, innovation, talent and relevance.
February 14, 2017
Florida Firm Markham Norton Joins PrimeGlobal
The accounting firm of Markham Norton Mosteller Wright & Company, P.A. has joined PrimeGlobal's North American Region. PrimeGlobal is one of the top five largest associations of independent accounting firms in the world, comprised of approximately ...
February 14, 2017
New Travel Ban: Passports Revoked for Taxpayers with Bad IRS Debt
President Trump’s executive order for immigrants isn’t the only travel ban that may cause controversy. Under a lower-profile highway spending measure passed in 2015, and signed by President Obama, the IRS can prevent tax debtors from using their ...
February 14, 2017
Intuit Plays Cupid, Helping Businesses Find Accounting Professional Match
The marketplace is now available to small businesses worldwide via these global websites: Australia, Canada, India, United Kingdom and United States. The marketplace first launched exclusively within QuickBooks Online last December.
February 14, 2017
Puente to Manage MACPA Sponsorships and Advertising
This marks Puente’s second stint with the MACPA. From 2007 to 2014, she served as a customized learning consultant with the MACPA and its affiliate, the Business Learning Institute.
February 14, 2017
AICPA President Discusses Trade, Taxation, and Trump
The AICPA leader discussed potential change in the form of workplace demographics (four generations in the workforce simultaneously!), cybersecurity (yes, companies should expect to be audited for their compliance in this area), and blockchain ...
February 13, 2017
Are You Over-Confident on Cyber Security Risks?
Every day, more than a million people become a victim of cybercrime, according to Microsoft. I the U.S. alone, $15 billion was stolen from 13.1 million American consumers in 2015, prompting the question of why are Americans so overconfident about ...
February 13, 2017
Financial Infidelity: Millions of Americans Hide Bank and Credit Card Accounts from Spouse
Baby Boomers (11%), particularly those ages 63-71, are nearly four times as likely as Millennials to have had a secret account (3%).
February 13, 2017
One Third of Boomers Anxious Over Housing Affordability
30 percent experience anxiety about being able to afford where they live at least once a month, with 42 percent of retirees reporting such anxiety at least once daily. When asked what causes the greatest anxiety, 46 percent of respondents said they ...
February 13, 2017
Watch Out for Shady Tax Preparers Promising the “Biggest Tax Refunds”
Taxpayers need to watch out for unscrupulous tax return preparer who often promise inflated tax refunds. This scam remains on the annual list of tax scams known as the “Dirty Dozen” for 2017.