Article

June 22, 2021 

Professionals on the Move is a round-up of recent promotions, staffing changes, and achievements in the profession.

Mary Girsch-Bock

June 21, 2021 

The nature of accounting professionals’ services is constantly changing in today’s world. This creates a need for trust, relationships, and professional ethics that have never been greater.

June 21, 2021 

Clients want a better billing experience. With AI-powered billing, you have the ability to make that billing experience delightful rather than dreadful – yes, delightful. In the process, you’ll measurably improve your firm’s financial health.

June 18, 2021 

The seed round is the first official stage of equity funding. That means that you can expect to give up some ownership, typically in equity or a convertible note, in exchange for capital. (Earlier pre-traction rounds are sometimes called “pre-seed” ...

June 16, 2021 

In the tax and accounting profession, it’s natural for us to focus on the concrete - the numbers, the client emails and calls, the compliance forms, etc. What may be less natural to some is making soft skills just as important.

June 16, 2021 

We're all pretty accustomed to Googling when we need answers. But is that the best source of information? Where do you go when you have questions? This month we are sharing our favorite reference apps with the CPA Practice Advisor readers.

Gail Perry

June 15, 2021  Sponsored

While you’ve been busy taking care of your clients and possibly getting ready to return to your office, Intuit has been hard at work developing new product features to help make your life and your clients’ lives easier. Here, we’ve included highlights...

June 14, 2021 

Now is the perfect time to make those business transitions you’ve been putting off. Like your spring cleaning, it can feel like a daunting task to make significant changes to your business model. You could say “my clients wouldn’t like a transition” or...

Jim Buffington

June 14, 2021 

Running an accounting practice has always come with unique challenges, but the COVID-19 pandemic brought unprecedented challenges, as well as some less-obvious opportunities.

June 14, 2021 

Not until the last several years, while intermittently dealing with an acute lack of available applicants to fill job vacancies, have employers begun to more frequently struggle with the decision of whether to discharge a poor-performing or problem ...

Richard D. Alaniz, JD

June 14, 2021 

The biggest stereotype about accountants is that we’re dry, boring numbers people. If you buy into the popular image, the perfect accountant would be an emotionless number cruncher, scarcely different from a high-powered computer. But nothing could be ...

Amy Vetter

Accounting June 11, 2021 

This column is the second in a series on process automation.  The first article in the series can be found at http://cpate.ch/bt-rpa-1. Process automation starts with simple tracking and reporting of the activity with a workflow management system, which gets the activity data out of the old paper routing slips and into a structured format...…

Brian Tankersley