Taxes April 7, 2026
Before you file another return this week, pull one off the stack and run it through this checklist- you will likely find thousands in savings your software missed.
February 28, 2026
April 8, 2026
April 8, 2026
June 14, 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.
June 14, 2021
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 ...
June 14, 2021
The biggest stereotype about accountants is that we’re dry, boring numbers people. If you buy into the popular image, the perfect accountant would be an emotionless number cruncher, scarcely different from a high-powered computer. But nothing could be ...
Accounting June 11, 2021
This column is the second in a series on process automation. The first article in the series can be found at http://cpate.ch/bt-rpa-1. Process automation starts with simple tracking and reporting of the activity with a workflow management system, which gets the activity data out of the old paper routing slips and into a structured format...…
June 11, 2021
Do you see the increasing use of automation, artificial intelligence, and other new technology and wonder what it might mean for your business? The fear of technology is a tale as old as time. Early technophobes thought the printing press would never ...
June 11, 2021
When customizing your own practice and service offerings, it’s imperative that you focus on services that are going to appeal to your clients. In this month's magazine, we discuss various ways in which you can add financial planning to ...
June 11, 2021
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 ...
June 11, 2021
At different moments in our lives, are attention is drawn to different things. Maybe we are excited for spring to turn into summer. Or perhaps we are eager or anxious about graduating from college. Or as we get older, nervous about our upcoming ...
June 9, 2021
The findings are reported in the Next Normal omnibus survey conducted by Randstad US to take a snapshot of the unique moment in the American labor market and get the perspective of workers on their professional lives, changes to it over the last year ...
June 9, 2021
The technology tools available to assist in this area led me to prepare my first estate plan. When I ran my first personal financial planning models and estate plans in the Kettley Publishing and Back Room Technician, now Advisys solutions with over ...
June 9, 2021
To keep costs low and productivity high, businesses must be agile and innovative — particularly during times of systemic disruption, such as a global pandemic. As the COVID-19 crisis has forced accounting firms and departments to refocus their services...
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June 8, 2021
Adding and retaining new clients remains a top priority for most CPAs and accountants. Niche marketing remains the most effective strategy to do so. This has become even more apparent since the pandemic. Clients in every industry have been impacted and...