Article

September 10, 2018 

The point of this article isn’t the age old question of billable hours vs. value pricing. The focus today is the value our people provide to our firms and how we measure that value in a way that doesn’t drive them away.

Garrett Wagner

September 10, 2018 

The concept of personal preference is an integral part of everything we do with firms. Personal preferences have a negative impact on morale and overall process efficiency. They impact internal customer service, and we all know we can’t provide ...

Michael Wherry

September 10, 2018 

Visit any coffeehouse and you’ll see customers paying with the cellphones. Go to a flea market or craft show and instead of a clumsy credit card machine, you’ll see a nice little attachment on the seller’s cellphone that processes payments instantly.

Mary Girsch-Bock

September 10, 2018 

Tax professionals can develop their skills and present themselves to clients and prospects as generalists, specialists in certain industries or a blend of the two. It’s never too late to educate yourself and catch up with the tax (and accounting) requirements in certain industries, such as commercial fishing. The following article discusses some general principles...…

Mike D'Avolio

September 10, 2018 

Although there’s no way to guarantee that employees won’t commit payroll fraud, you can take measures to prevent it or catch it quickly. Set up controls to protect your company from payroll fraud and other kinds of small business fraud cases.

September 10, 2018 

 3 Steps to Developing Your Next BIG Idea  By Steve Dusablon, CEO cPaperless   As much as we’d like to believe it, great ideas don’t typically appear out of thin air. More often than not, the best innovations come from immersing ourselves in our work and becoming as familiar with it as possible. Of course,...…

September 10, 2018 

Building a World-Class Marketing Culture in Your Firm – Part II This article continues the series on creating a world-class marketing culture in your firm. In Part 1, we explored the definition of marketing and its centrality in the life of a firm. In Part 2, we examine the firm’s brand—what it is, what it...…

September 10, 2018 

4 Data Security Tips for Tax Professionals  By Isaac M. O’Bannon, Managing Editor Tax professionals fall victim to identity theft, too. In recent years, hundreds of tax professionals experienced data thefts or breaches that exposed their clients’ personal information to cybercriminals and to tax-related identity theft. As cybercriminals increasingly target this data, the IRS and...…

September 10, 2018 

Role of Financial Leaders Continues to Expand By Isaac M. O’Bannon, Managing Editor Financial leaders continue breaking the mold and expanding their influence throughout their organizations. In a Robert Half Management Resources survey, finance executives most frequently reported their roles have grown over the past three years to include more human resources (39 percent) and...…

Firm Management September 10, 2018 

If your firm is focusing on the fishing industry vertical, accessing these potential clients requires a diversified, marketing tackle box. In fact, according to the 2017 Labor Force Statistics, nearly 25 percent of the employees in this industry are women, which could be a new niche for your firm that could suggest a different approach...…

Becky Livingston

September 10, 2018 

While losing potential customers by running out of stock can prove to be detrimental to a business’s long-term health, not managing inventory properly can have other negative effects on a client’s business as well. How does a retailer know what items ...

Mary Girsch-Bock

September 10, 2018 

Big data has become a buzzword in the accounting profession, but like other trending topics such as blockchain, AI and machine learning, it’s one that CPAs really need to understand.

Jim Boomer