Article

petty cash 1  589237f8c3497

February 14, 2017 

Petty Cash Tips & Tricks

The best way to determine the proper amount of petty cash is to look historically at what your business spends cash on and how often you have "emergency" needs. Most small businesses do well with around two hundred dollars as a good ...

Kristy Monahan

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February 14, 2017 

Bank Reconciliation Made Fun With Xero

The foundation of the financial web, a network of organizations sharing financial data, is bank statement feeds. Small business owners, working in the cloud, now expect their bank transactions to arrive automatically loaded in their accounting ...

Amanda Aguilard

 In Firm: 2017 IT Predictions and 2016 Results

December 29, 2016 

In Firm: 2017 IT Predictions and 2016 Results

With another year end (and tax season) rapidly approaching, it’s time to once again dust off the magic crystal ball and cobble together our 2017 CPA Firm Technology and Production predictions. This listing will hopefully provide you with fresh insight ...

Roman Kepczyk

happinessatwork 1  583239005df1a

December 20, 2016 

What Drives Workplace Happiness?

Happiness at work is something nearly everyone wants, but it varies by an employee's age, gender and field, among other factors. This is one of the findings of a new comprehensive study of more than 12,000 U.S. and Canadian workers by Robert Half, in ...

Isaac M. O'Bannon

task list app lists to do for your tasks lists and todos 1 1  583f2accd4e94

December 19, 2016 

Apps We Love: To-Do Lists

We like lists. It goes with the territory of keeping track of numbers and transactions and all the moving pieces of our and our clients’ businesses. As we approach the end of the year, resolutions to be more efficient and organized are often on our minds.

Gail Perry

Product Value Price Benefit 1  5835b4562cfd4

December 19, 2016 

For a Definition of Value, Just Ask Your Employees

The first step is specifying value from the standpoint of the customer. Accounting firms have multiple customers. The easiest to identify are, of course, the clients who pay you. But as you begin to understand the core of Lean, you need to identify ...

WK Logo 2016 582a0e3a57879

December 19, 2016 

CCH Axcess has Streamlined Sachetta & Callahan’s Tax Practice

It was not so long ago that the administrative work accompanying the annual tax preparation process was arduous at best. Most tax accountants except the very youngest among us can remember the file cabinets, the piles of papers and workpaper folders ...

time_billing_image_2011_10415024

December 15, 2016 

2016 Review of Time and Billing Systems

Rather than being seen as a micro-management tool, time and billing systems provide your employees with the tools they need to track individual tasks, as well as help with project management and work flow; particularly when several employees are ...

Mary Girsch-Bock