Article

December 2, 2021 

Offering clients investment advice is inherently challenging and somewhat risky. Though financial planners and investment advisors are expected to provide such guidance, CPAs and tax professionals are specialists in niches outside of investing, meaning...

December 2, 2021 

Most CPAs I know are incredibly smart, hard-working, have high integrity, and genuinely care about their clients. While these attributes result in a lot of hard work, the rewards continue to be great. We want you to have the resiliency and stamina ...

Randy Johnston

December 1, 2021 

President Biden promised to aggressively enforce all workplace laws during his campaign for the presidency. Biden’s direction to the Occupational Safety and Health Administration (OSHA) to double its number of inspectors and increase workplace inspections is a significant indication of the administration’s commitment to this promise. There has been little evidence of any widespread OSHA...…

Richard D. Alaniz, JD

November 30, 2021 

Cash management is always important, but it’s certainly gotten a lot more attention in the past 18 months. The COVID-19 Pandemic spurred me to realize that the enterprise cash management process has a lot of room for improvement.

Accounting November 30, 2021 

Throughout 2021, the profession celebrated a landmark achievement that occurred in the face of adversity. In 1921, John W. Cromwell Jr. became the first Black CPA, an accomplishment that opened doors for generations of aspiring Black CPAs.

November 29, 2021  Sponsored

Getting new business, and engaging existing clients or customers is crucial in growing any company, whether it’s your firm or your clients’ businesses. With the vast array of multiple, unintegrated financial and marketing tools available in today’s ...

November 29, 2021 

When vendors want to be paid by check, it's often because they have some sort of mechanism that makes it easy to process them. In larger companies for example, that often means using their treasury bank to do lockbox processing for them.

November 24, 2021 

Nearly two dozen accounting thought leaders, organized by compliance automation provider Avalara as the Accounting Meta Influencers,gathered for an online video roundtable to discuss current trends facing the accounting profession.

Isaac M. O'Bannon

November 23, 2021 

While there is incredible uncertainty as we move into the final months of 2021, there are a couple major events tax teams should be tracking, as their outcomes could make a big difference for the 2022 tax landscape and well beyond.

November 23, 2021 

As we march toward the end of another challenging year, the question remains if we are prepared for a glitch-free wrap of the business year. Along with tax and accounting, there are some tax, compliance, legal, information technology (IT), and ...

November 22, 2021 

The key to burnout prevention is through self-care and better work-life balance. Find ways to make self-care a part of your routine to protect yourself in times of stress.

Amy Vetter

November 7, 2021 

I'd like to take this opportunity to remind you that our annual live-streamed conference, Ensuring Success, is occurring on December 8 and 9. This is not like any other conference you've attended. There is no charge to attend this conference.

Gail Perry