Article

tax-planning1_10774420

September 15, 2016 

2016 Review of Income Tax Planning Systems

If taxes remained the same from year to year, there would be no need for tax planning. But as a professional, you know how valuable tax planning is; for your clients and for your bottom line. For your clients, effective tax management can often ...

Mary Girsch-Bock

travel technology 1  553114810ff26

September 12, 2016 

2016 Review of Travel Expense Management Systems

If you’re ready to take a look at expense management software, take a few minutes to determine exactly what your firm or business needs help with – be it flights, hotels, client entertainment, meals, or rental cars. Having an organized way of ...

Mary Girsch-Bock

 Death and Taxes and Expenses … 10 Key Tips

September 9, 2016 

Death and Taxes and Expenses … 10 Key Tips

Expense reporting can be painful, complex or simple, but rarely would I hear anyone suggest that expenses are pleasurable. Even those of you who avoid expense reporting have others in your organization who wind up doing the paperwork and accounting ...

Randy Johnston

change1_10723106

September 9, 2016 

Change Management in Accounting Firms

In today’s fast-paced, ever-changing environment, we must be prepared to pivot quickly. Doing things the way we’ve always done them just doesn’t work anymore. Author Alan Deutschman popularized the business catchphrase, “Change or Die.” And it’s truer than ever – remaining stagnant is a recipe for extinction. But we all know, saying you’re open to...…

Jim Boomer

File_Sharing_1_.5447ff843ba6a

September 7, 2016 

Why Successful Accounting and Tax Firms Use Web Portals

Clients expect information be available when they need it, regardless of where they are and with no regard for your firm’s digital capabilities. To meet those demands and most importantly, to deliver or exchange documents in a secure manner ...

Don Emery

security1_11074722

August 31, 2016 

How Security Savvy Is Your Firm?

Security continues to be a top priority for firms today. Clients trust CPAs with some of their most sensitive data and it’s our responsibility to do everything possible to protect it. While most wish there was a magic bullet that would guarantee 100% ...

Jim Boomer

forecast_crystal_ball_prediction_1_.54751b596e141

August 22, 2016 

What the Future Holds for Accountancy

Everyday, across continents, time and money is being squandered on old accounting practices. Of the United States’ 29 million SMBs (Small and Medium sized Businesses), just five million use dedicated accountancy software. This leaves some 24 million ...

Mike Galarza

Ransomware 1  5797916bd77cf

August 22, 2016 

Ransomware: Is Your Accounting Firm At Risk?

Ransomware is a type of malicious software that encrypts files, blocks access to computer systems then requires an anonymous payment, and has the ability to make a dramatic and devastating impact on your business. A recent report released by the FBI ...

Christopher Stark