Article

June 22, 2022 

The path to advisory services is a journey that is likely a multi-year adventure for firms to test out the process with their clients and continue building and scaling year-over-year. A lot of firms already offer one-off planning advice to clients ...

June 22, 2022 

With the nature of accountants’ work skewing toward ‘very busy’ each year-end and in the spring, finding new revenue opportunities is understandably pushed to the bottom of an accountant’s priority list until the slower summer months. Don’t let the ...

Taxes June 21, 2022 

The CP14, which is required by law to be issued within 60 days after the IRS assesses a tax liability, is the most common IRS notice sent to taxpayers, according to the Taxpayer Advocate Service, and requests payment within 21 days. The reason why taxpayers have a balance due can be related to a number…

Jason Bramwell

Firm Management June 21, 2022 

Practice management is the heart and sole of an accounting firm, handling everything from initial client contact to managing workflow, to properly tracking hours and billing clients. When asked, here’s what respondents said were their biggest practice management challenges in 2021.

Mary Girsch-Bock

June 21, 2022 

Practice management is the heart and sole of an accounting firm, handling everything from initial client contact to managing workflow, to properly tracking hours and billing clients. When asked, here’s what respondents said were their biggest practice ...

Mary Girsch-Bock

Accounting June 19, 2022 

One of my personal goals this year is to increase the amount of automation I use in my work so that technology is working for me instead of me working to maintain the technology. I’ve used cloud-based accounting packages along with Receipt Bank, 1Tap ...

Brian Tankersley

June 17, 2022 

The AICPA and CPA Practice Advisor have announced the recipients of the 2022 Most Powerful Women in Accounting awards, which recognize each for their significant contributions to the profession. The awards were presented during a ceremony at the ...

Isaac M. O'Bannon

June 16, 2022 

As economic conditions continue to unfold, investments in digital transformation, including back-office automation, continue to rise. Organizations of all sizes realize they can’t afford to rely on the old ways of doing business and are turning to ...

June 15, 2022 

A 10-year veteran of the Maryland Association of CPAs and a two-time CPA Practice Advisor “40 Under 40” honoree is a couple weeks away from taking over the reins of MACPA, one of the largest and most active state associations in the accounting ...

Jason Bramwell

June 14, 2022 

Expand your thinking, move past the easy answer, and go on a journey to determine the problem at hand. If you can learn those skills, it will set you on the path for true success, make you a better advisor, and if you ever get the chance to make a ...

Garrett Wagner

June 14, 2022 

The credit card has come a long way since Forrest and Dorothea Parry invented it in 1960. Forrest was an IBM engineer working on bar code systems and optical character readers when he came up with the idea of a plastic card with data stored on a ...

June 14, 2022 

The proposed rules, issued by the SEC on May 25, are intended to provide consistent requirements for ESG disclosures, while the other would modernize and expand the SEC’s Names Rule that covers fund names.

Jason Bramwell