Accounting December 10, 2025
The event is ongoing on Dec. 10-11, 2025, with 7 hours of NASBA-certified CPE credit on each day (14 hours total). A total of five sessions also qualify for IRS-certified CE credit.
December 16, 2025
December 16, 2025
December 16, 2025
February 1, 2021
Make business development part of the client management team approach. Start by identifying existing staff members with solid sales skills and training them on business development. If someone on your team identifies a client's needs but doesn't have ...
February 1, 2021
There are some things that business owners can do to make tax season easier; for themselves and for their accountant. Here are just a few:
January 25, 2021
To keep client data safe when working from home this tax season, it is important to understand potential risks when sharing information electronically, and how to manage these risks effectively. Consider the following.
Technology January 16, 2021
E-mail based malware and phishing attacks are frighteningly simple to create. Last fall, an international CPA firm association commissioned me to create some materials and resources for their firms.
January 15, 2021
The International CES (Consumer Electronic Show) kicks off each New Year by showcasing the latest gadgets and technology trends projected for the coming year. While COVID forced the program to be 100% digital, it still provided a flood of product...
January 14, 2021
Now is the time to spend more time on delivering profitable services. Before anything else, take the time to assess the services you are offering and see which ones you can eliminate. These are services that don’t yield good profits, yet take a lot of tim
January 13, 2021
If 2020 taught us anything, it is to expect the unexpected. No other year in our lifetimes could have prepared us for 2020’s brutal forces of disruption. The accounting industry was not immune to these disruptions.
January 11, 2021
Employers who lack the necessary knowledge and experience regarding permissible conduct during a union organizing campaign frequently engage in activities found to be unlawful after the fact. Such conduct often constitutes unfair labor practices (ULPs).
January 5, 2021
Compared to other workplaces in different industries, the typical accounting firm deals with a greater need for a direct and clear management style.
January 4, 2021
For accounting firm leaders, now is the time to start to research and experiment with these technologies. While your clients might not build their own Spatial Web, they will likely participate in it. When your clients inevitably start ...
December 30, 2020
One challenge for accounting firms is the tendency to keep using legacy softwares that their clients previously used. After all, it isn’t broken, why fix it? The problem with that logic, however, is that it keeps many companies obsolete when there are ...
December 29, 2020
This has been a year of unprecedented disruption and change, a lot of which will still be with us in the new year, as well. Remote work, for example, isn’t going anywhere. So organizations should be looking to proactively invest in tools and systems to...