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June 22, 2021 

Credit Cards Could Be the Next Big Opportunity in B2B Payments

With the advent of widespread remote work, businesses have made impressive leaps in eliminating checks and adopting electronic supplier payments. These changes primarily translated to increasing the number of ACH or Direct Deposit payments made.

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June 18, 2021 

5 Ways to Raise Pre-Seed & Seed Funding

The seed round is the first official stage of equity funding. That means that you can expect to give up some ownership, typically in equity or a convertible note, in exchange for capital. (Earlier pre-traction rounds are sometimes called “pre-seed” ...

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June 16, 2021 

Mindset Shifts That Lead to Positive Business Outcomes

In the tax and accounting profession, it’s natural for us to focus on the concrete - the numbers, the client emails and calls, the compliance forms, etc. What may be less natural to some is making soft skills just as important.

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June 16, 2021 

Apps We Love: June 2021 – Reference Apps

We're all pretty accustomed to Googling when we need answers. But is that the best source of information? Where do you go when you have questions? This month we are sharing our favorite reference apps with the CPA Practice Advisor readers.

Gail Perry

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June 15, 2021 

QuickBooks Online Innovations: What You Need to Know

While you’ve been busy taking care of your clients and possibly getting ready to return to your office, Intuit has been hard at work developing new product features to help make your life and your clients’ lives easier. Here, we’ve included highlights...

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June 14, 2021 

Essential Steps to Transition into Advisory Services

Now is the perfect time to make those business transitions you’ve been putting off. Like your spring cleaning, it can feel like a daunting task to make significant changes to your business model. You could say “my clients wouldn’t like a transition” or...

Jim Buffington

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June 14, 2021 

A COVID Tax Season Post-Mortem for 2021

Running an accounting practice has always come with unique challenges, but the COVID-19 pandemic brought unprecedented challenges, as well as some less-obvious opportunities.

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June 14, 2021 

Problem Employees – Develop or Dismiss?

Not until the last several years, while intermittently dealing with an acute lack of available applicants to fill job vacancies, have employers begun to more frequently struggle with the decision of whether to discharge a poor-performing or problem ...

Richard D. Alaniz, JD