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 6, 2017
10 Signs a Small Business is Struggling Financially
Small businesses face many financial hurdles. Whether due to an industry that is seasonal in nature, or because of aging accounts receivables, businesses can find themselves facing problems with cashflow, debt, profitability or vendor relationships.
February 6, 2017
Rivio Clearinghouse
RIVIO, a service of CPA.com in partnership with Confirmation.com, is an online financial document clearinghouse that enables private businesses to exchange key financial information with their investors and lenders as well as retrieve information from their CPA firm, ensuring data is submitted from an authenticated source. CPA.com and Confirmation.com are defining the new standard in...…
February 6, 2017
Identity Theft a Top Security Issue for Income Tax Season
The IRS has issued a filing season alert, warning taxpayers and tax professionals to watch out for identity theft at tax time, and highlighted the crime as a recurring scam in the agency’s “Dirty Dozen” series.
February 3, 2017
AICPA Asks IRS to Clarify Regs on Expanded Research Tax Credit
The research credit benefits were mandated by the Protecting Americans from Tax Hikes Act of 2015 (the PATH Act), to offset certain payroll tax liabilities of start-up companies engaged in qualified research activities. The AICPA’s letter ...
February 3, 2017
H&R Block Using IBM’s Watson for Tax Prep
The collaboration between H&R Block and IBM represents the first time Watson will be applied to tax preparation, enabling millions of filers to benefit from the industry-leading expertise of H&R Block’s tax professionals, who will now partner with ...
February 3, 2017
So. California Accounting Firms Merge
By joining Haskell & White, one of Southern California’s largest independently owned accounting, auditing and tax consulting films, the clients of Katherman Kitts & Co. will gain access to Haskell & White’s superb team of professionals and numerous ...
February 3, 2017
Nebraska Accounting Firm Lutz Acquires McDermott & Miller
Selected offices of Nebraska based accounting firm McDermott & Miller will be joining forces with the accounting and business solutions firm Lutz. The transaction is expected to be effective May 1, 2017 and the combined firm will retain the Lutz name.
February 2, 2017
Bamboo Payroll
Payroll is mission critical. Keeping systems updated with correct addresses, compensation, and other employee information can be a real challenge. That’s why we’ve made it easy to keep BambooHR and your payroll system in-sync with our Payroll Change report and our open APIs, so you don’t miss anything. To top it off, with our...…
February 2, 2017
IRS Issues Urgent Alert About W-2 Scam
The IRS, state tax agencies and the tax industry issued an urgent alert today to all employers that the Form W-2 email phishing scam has evolved beyond the corporate world and is spreading to other sectors, including school districts, tribal ...
February 2, 2017
Tax Court Says Surgical Center Income Was Passive
Do you have physician clients who own a facility where they practice or perform surgery? If the physician doesn’t “materially participate” in the management of the building, the income may be treated as passive activity income under the tax law.