Article

July 7, 2021 

By taking a simple, conservative, holistic view of the hard cost savings and operational efficiencies you can achieve, it becomes much clearer what the ROI is, and more importantly, all the areas in which your organization can move forward by automating.

July 7, 2021  Sponsored

Over the last several months, there have been many new and improved features for QuickBooks. Now, Intuit is sharing details on innovations it's added to the QuickBooks Invoices’ solution to deliver an even more intuitive, powerful, and fast payment ...

July 7, 2021 

Planning your summer activities often includes pulling together a summer reading list. We surveyed several members of the CPA Practice Advisor community to find out what they are looking forward to reading this summer, or what they recommend for others...

Gail Perry

July 7, 2021 

Few topics are as near and dear to me as Client Advisory Services. Those of you who have followed both my teaching career around the world for decades, and this column for almost 20 years, know that I’ve tried to bring you the latest in software and ...

Randy Johnston

July 7, 2021 

The shift to e-signature is just one piece of the larger digitization and automation puzzle. According to a recent Forrester study, 48 percent of Asia-Pacific enterprises were automating fulfillment and verification, such as digital signature.

July 7, 2021 

If I were to ask you, “Where does content development and marketing efforts for your website rank on your to-do list?” How would you respond? Is it even on your to-do list?

Becky Livingston

July 6, 2021 

WFH? Hybrid? Old Normal? What will your office look like going forward? McKinsey & Company surveyed 5,043 full time employees who work in government or corporate jobs during December, 2020, and January, 2021, asking about preferences for getting back ...

Gail Perry

July 6, 2021 

Now when it comes to dress code in the workplace, you cannot fall back to one single answer, you need alignment. This means before you take a generic workplace and virtual meeting policy you find online and deploy it where you work, stop and think ...

Garrett Wagner

July 6, 2021 

It’s time to stop measuring success by how many tax returns you have completed, and start measuring against the growth your clients have had since working with you. Advisory services is more about helping solve financial problems that keep clients up ...

July 5, 2021 

Pricing your Client Accounting Services (CAS) offering correctly to ensure reasonable profitability (and to ensure your clients feel value to price balance) is a major decision you will make in your CAS practice.

July 5, 2021 

Many firms are returning to in-person work, but it’s not so simple as flipping a switch and going back to normal. You have to be mindful of your customers and clients’ needs and desires to create the safest and most agreeable experience for all.

Amy Vetter

July 5, 2021 

Prior to starting or expanding client advisory services, you may want to perform a quick check-up of your existing technology. While automation is always important for CPA firms in general, it becomes a vital component when you begin to offer ...

Mary Girsch-Bock