Article

workplace-Pixabay_User Free-Photos_stock_1245776_960_720

July 5, 2021 

How to Create a Comfortable Return to the Office

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

strategy1_11652166

July 5, 2021 

3 Tips to Successful Client Advisory Services

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

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June 30, 2021 

Lease Changes Add Complexity to Accounting & 2021 Audit Season

While accounting for government relief programs like the PPP and discussing material impact of the pandemic on financials and operations will be critical this year, companies should not overlook the significance of major modifications to their lease ...

help wanted jobs_1_.558b1edb2466e

June 30, 2021 

Where Have All the Workers Gone?

The success of the ongoing Coronavirus vaccination program, with about one half of the U.S. population already vaccinated, and the dramatic drop in hospitalizations and positivity rates support the conclusion that the pandemic is all but over.

Richard D. Alaniz, JD

Practice management

June 30, 2021 

Expand Your Practice with Advisory Services

If you’re looking for ways to expand your practice, adding advisory services is a great place to start. When coupled with annual tax planning and preparation services, the addition of advisory services can benefit both your clients and your firm...

Mary Girsch-Bock

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June 30, 2021 

4 Essentials of Process Improvement

Process improvement shouldn’t be something you did; it should be something you’re doing. It demands continuous improvement — always looking at how your processes could be better. Technology, client demands and even the expectations of our internal ...

Arianna Campbell

Automation_technology _.5558c5b706074

June 30, 2021 

5 Ways Automation Elevates Your Accounting Department

Technology has become a significant part of our lives in today’s world. It changes how we shop, communicate with friends and family, and how we work. By implementing the right technology into your accounting department, your team can work smarter and ...

expense_management_1_.54820085414fa

June 30, 2021 

2021 Financial Planning: The Increasing Popularity of SLATs

SLATs are a powerful estate planning tool for couples who would be resistant to transfer a significant amount of assets to their children, thus losing all access to those funds. Given the proposed tax law changes on the horizon, some of which would ...

Automation_technology _.5558c5b706074

June 28, 2021 

AP Automation is Taking Off in Small and Mid-Sized Businesses

Last year was a wake-up call for businesses trying to run back-office operations. While in the past many were able to do this manually, when the pandemic hit, it quickly became apparent that approach was untenable. Nowhere was the pain felt as ...