Article

December 7, 2021 

Your clients that survived the pandemic did so by pivoting, adapting and downright changing in ways they may have never expected. While their core model or values may be the same, there’s something new about them, influenced by their experiences over ...

December 6, 2021 

If you specialize in tax, this has probably not been far from your mind. If you provide other services, tax time is a great time to promote them because people are already searching for CPAs and accounting firms.

Becky Livingston

December 4, 2021 

By Jim Guarino, CPA, PFS, CFP®, MST. I was recently asked if I thought the upcoming tax season will represent a return to normal for tax advisors and their clients. To be honest, I thought, “What’s normal anymore?” If normal can be defined as adapting to perpetual change, then the answer is an emphatic “YES!”...…

December 2, 2021 

Where would we be without technology? It allows us to work from anywhere, communicate with people across the globe in an instant, and get more done in less time than we’ve ever dreamed possible. But there’s a downside: technostress.

Marc Staut

December 2, 2021 

Offering clients investment advice is inherently challenging and somewhat risky. Though financial planners and investment advisors are expected to provide such guidance, CPAs and tax professionals are specialists in niches outside of investing, meaning...

December 2, 2021 

Most CPAs I know are incredibly smart, hard-working, have high integrity, and genuinely care about their clients. While these attributes result in a lot of hard work, the rewards continue to be great. We want you to have the resiliency and stamina ...

Randy Johnston

December 1, 2021 

President Biden promised to aggressively enforce all workplace laws during his campaign for the presidency. Biden’s direction to the Occupational Safety and Health Administration (OSHA) to double its number of inspectors and increase workplace inspections is a significant indication of the administration’s commitment to this promise. There has been little evidence of any widespread OSHA...…

Richard D. Alaniz, JD

November 30, 2021 

Cash management is always important, but it’s certainly gotten a lot more attention in the past 18 months. The COVID-19 Pandemic spurred me to realize that the enterprise cash management process has a lot of room for improvement.

Accounting November 30, 2021 

Throughout 2021, the profession celebrated a landmark achievement that occurred in the face of adversity. In 1921, John W. Cromwell Jr. became the first Black CPA, an accomplishment that opened doors for generations of aspiring Black CPAs.

November 29, 2021  Sponsored

Getting new business, and engaging existing clients or customers is crucial in growing any company, whether it’s your firm or your clients’ businesses. With the vast array of multiple, unintegrated financial and marketing tools available in today’s ...

November 29, 2021 

When vendors want to be paid by check, it's often because they have some sort of mechanism that makes it easy to process them. In larger companies for example, that often means using their treasury bank to do lockbox processing for them.

November 24, 2021 

Nearly two dozen accounting thought leaders, organized by compliance automation provider Avalara as the Accounting Meta Influencers,gathered for an online video roundtable to discuss current trends facing the accounting profession.

Isaac M. O'Bannon