Article

September 13, 2019 

In a world where consumers expect convenience at the tap of their finger and efficiency is the order of the day, a new kind of accounting is beginning to take shape. Instead of completing tasks through individual, discrete customer interactions ...

Andrew Hatfield

September 12, 2019 

While the leader/team member structure doesn’t have the comprehensive reach of a parent/child relationship, leaders all too often adopt a “do as I say, not as I do.” As a leader, you may not be held accountable for your mistakes and misjudgments.

Amy Vetter

September 11, 2019 

Having been a college-level personal financial planning instructor at Education 2 Go (ed2go) for almost a decade, I can recommend the format, the interplay between instructors and students, and the variety of educational offerings.

Gail Perry

September 11, 2019 

It is hard to believe how much document management has changed over the last thirty years. Modern systems have far greater capabilities than those designed even ten years ago. Are you using your document management system (DMS) just like you have in ...

September 10, 2019 

If your firm is targeting educators and tutors as a new industry vertical, or looking to expand its opportunity within this vertical, here are some marketing tips.

Becky Livingston

September 9, 2019  Sponsored

With Receipt Capture, you and your clients can snap and store receipts digitally in QuickBooks Online to save hours of labor. Once receipts are uploaded to QuickBooks Online, they are automatically categorized and matched to transactions.

September 9, 2019 

The tasks being automated aren’t what clients value. Does anyone truly believe that clients appreciate that your staff manually enters every number into a tax return or trial balance? Of course not.

Jim Boomer

September 5, 2019 

Employers face hiring challenges in every business environment. Today, however, when the unemployment rate for accountants and auditors is just 1.5%, recruiting difficulties become even more severe.

Paul McDonald

September 4, 2019 

The accounting profession tends to overcomplicate processes and insert extra steps to ensure quality. Even if you’ve been through a process improvement initiative, unless you continually monitor the process and look for ways to improve it, these extra ...

Arianna Campbell

September 3, 2019 

This trend toward offering a broader set of services looks to be a win for both accountants and their clients, but it also poses a big challenge for firms offering services that may be outside their comfort zone — both from a knowledge standpoint and ...

September 2, 2019 

Employers and employees in the service industries that involve tipping need to comply with a unique set of tax rules. Like wages, you must pay income tax, Social Security tax and Medicare tax on tip income.

Mike D'Avolio

August 26, 2019 

, regulatory changes and more demanding clients, and it’s understandable if you’ve had little time to consider what’s ahead. These are created when the array of software, solutions and subscriptions you’ve deployed don’t play well together. One function of your firm could be using a customer relationship management (CRM) solution to handle interactions with clients...…

Mark van Leeuwen