Article

April 10, 2022 

Professionals on the Move is a round-up of recent promotions and hiring announcements in and around the tax and accounting profession.

Mary Girsch-Bock

April 8, 2022 

The advice an experienced tax and accounting professional has to offer can really make the difference in your success, not only in the area of business operations and optimization, but when planning and beyond.

April 7, 2022 

Technologies like Customer Relationship Management (CRM) tools can help FAs stay organized amid this demand—that is, if they leverage the tools to their full capabilities. While many advisors already maintain a customer database, these systems are ...

April 6, 2022  Sponsored

Serve your clients in productive ways, get more business, and free up your time to focus on improving your firm. Who wouldn’t want this for their business?

April 1, 2022 

Now in their 18th year, the CPA Practice Advisor Readers' Choice Awards give our readers the chance to spotlight the technologies they most respect and trust to provide client services, to manage their firms, and to help their clients run ...

Isaac M. O'Bannon

April 1, 2022  Sponsored

Spoiler alert: It’s payroll services. You might not think of it as your firm’s bread and butter (that title might already belong to advising or tax planning), but payroll can be pretty lucrative—if you play your cards right. Although manual payroll has long been a snafu for accounting professionals, leading some to steer clear of...…

March 31, 2022 

Because AI can be a useful solution for accounting firms struggling with increasing amounts of data, using AI can significantly reduce the amount of time spent on tedious tasks, allowing staff to focus on areas that require their expertise, such as ...

Mary Girsch-Bock

March 29, 2022 

If you’ve been using search engine optimization (SEO) to land on page one of Google, you know it takes time…a long time. I often tell clients it’s a marathon, not a sprint. If you want quick results, buy ads.

Becky Livingston

March 29, 2022 

A mainstay in larger firms, there’s plenty of reasons to use a practice management system in smaller firms as well. Designed to streamline workflow, practice management systems can also help you better serve your clients, including making it easier ...

Mary Girsch-Bock

March 28, 2022 

The new imperatives of work from home drove more change in the long overlooked area of B2B payments than we’ve seen in decades. But there’s more room for improvement. This is a huge market --$22 trillion domestically-- where ...

March 24, 2022 

Technology adoption in B2B payments has reached a new level. COVID and work from home sped up the pace of change, and over the last two years, we’ve seen a dramatic shift toward electronic payments and payment automation.

March 24, 2022 

Every firm is different when it comes to how they acquire, access, store or share data. Given the importance of security of your client’s and your firm’s data, it is important for you to deeply understand the procedures and practices that are in place...