Article

May 9, 2022 

But are you using your workflow checklists to their fullest potential? Have you optimized your workflow checklists so you can delegate work to your team and ensure consistent, high-quality client deliverables without you being involved?

Shahram Zarshenas

May 9, 2022 

AICPA News is a round-up of recent announcements from the American Institute of Certified Public Accountants.

Mary Girsch-Bock

May 2, 2022 

The tax season is often measured by the revenues a CPA firm generates, so this time period is make-or-break for the whole year. Adopting a reliable, secure cloud-based platform designed especially for CPA firms will help reduce stress for tax preparers...

Christopher Stark

May 1, 2022  Sponsored

“Behind every good business is a great accountant.” And behind every great accountant is … a reliable payroll partner provider? Not exactly. Your payroll partner should be so trustworthy, reliable, and all-around grounded that they work from the shadows. It’s your practice and reputation, after all. They just help you shine. But if your payroll...…

April 27, 2022 

One of the more interesting results was that 63% of firms that responded indicated that they were using an external cloud provider to host their applications, up from 51% in 2020. These survey results indicate that firms have continued to move away ...

Mary Girsch-Bock

April 27, 2022 

In today’s world, where everything and anything can be found on the internet, even if your current clients are talking up your firm to their friends and colleagues, chances are that before those prospects shoot you an email or pick up the ...

Mary Girsch-Bock

April 27, 2022 

Here’s a scenario in which you might be familiar. A partner in your firm specializes in a niche area. But he/she is not showing up in search results as prominently as they should or could. What can you do to help them elevate their search ranking and ...

Becky Livingston

April 25, 2022 

CPA firms are taking varied approaches to the comeback. Some have adopted a very hardline approach and aren’t even entertaining the thought of a hybrid work model for their employees. Other firms are keeping things flexible about the “where” of ...

Paul McDonald

April 22, 2022 

Less than one-third of companies eligible for the credit even know it exists, so two-thirds are losing out. If your clients' activities and expenses qualify and they’ve maintained assiduous documentation, they can realize substantial tax savings...

April 22, 2022 

Chris Vignone, with 25 years of public and private sector sales tax experience, founded PM Business Advisors to specialize in state and local taxes, federal taxes, and strategic planning. As sales tax issues grew more complex, he saw increasing demand ...

April 21, 2022 

As your firm starts to grow, things become a lot more complicated. You start to onboard new clients every month, you have to train new staff members to handle the growing workload, and you need to keep track of everything to ensure nothing slips ...

Shahram Zarshenas

Accounting April 21, 2022 

Many RPA solutions are designed to be used by business users like accounting professionals, and while some tasks will still require the assistance of an IT professional, with some training, these “low-code/no-code” tools can bring the power of ...

Brian Tankersley