Staffing December 18, 2025
When you connect individual achievements to the CPA firm’s culture and success, your people can gain a clearer sense of how their work fits into the bigger picture. Inspiration often starts with recognition for a job well done
December 18, 2025
December 18, 2025
November 8, 2015
Software as a Service (SaaS) is making great progress. However, if you can’t solve your business needs with all SaaS tools, and you want to live in the cloud, how do you do that? We’ve discussed in prior columns the advantages of private cloud and ...
November 5, 2015
Balance clients’ quarterly to annual figures. Check the names, addresses, and Social Security numbers of clients’ employees for errors. Review filing criteria with clients. Compare UI and FUTA wages. Provide clients’ employees with correct forms. Help clients with any notices. File any amendments.
November 3, 2015
With tax season looming, now is the time for accounting firms to ramp up their staffing strategy. Determining your needed mix of full-time and temporary professionals — before holiday time-off — will set you on a course for success come 2016.
November 2, 2015
If you can’t remember the last time you reviewed your employees’ compensation, it’s been too long. Your staff members know what they’re worth and what the local job market is paying, and so should you. At least once a year, benchmark your firm’s ...
November 2, 2015
Eliminating Muda is one of the most effective byproducts of Lean Six Sigma analysis techniques which make any process more efficient and profitable. So what exactly is Muda? It is the Japanese term for waste, which is defined as “any human activity ...
November 2, 2015
The deduction for taxes claimed on Schedule A includes amounts paid for state and local income taxes such as the taxes withheld from your paychecks and any estimated taxes paid during the year. It also includes property taxes if you’re a homeowner.
October 30, 2015
This year we’ve had the pleasure of recommending software programs for accounting, payroll and other critical areas of your practice. Now is the time to consider your paperless or Document Management Solution (DMS) needs. You’ll find that our ...
October 2, 2015
When you choose to devote time to attending a conference, I hope you approach it with the enthusiasm I felt and still feel – the opportunity to learn from the pros, improve your skills, share in spirited conversations about the accounting profession...
October 22, 2015
What you do learn in 40 years or so is what separates a successful CPA from one that struggles every year with mediocre clients and profits. My list of successful attributes is what I like to call the 10 Commandments of a successful CPA starts with ...
October 19, 2015
Growth indicators for the second half of 2015 are providing a glimpse into the hiring environment for 2016, and it appears the race to attract and retain top accounting talent is only heating up.
October 19, 2015
For accounting firms considering adding payroll to their suite of products that are offered to clients, the payroll reviews this month will certainly come in handy. And for those already offering these services, it never hurts to see what’s available.
October 16, 2015
Now serving clients in 30 states, he says the feature of Payroll Relief he values the most is the ability to securely send payroll runs to his clients where they can print payroll checks at their location. The system also has direct deposit. Year-end repo