Article

June 11, 2020 

What can we expect post-pandemic? Are there apps you have discovered that are helping to define the New Normal? Are there apps that need to be created to help us continue to exist, socialize, get back to work?

Gail Perry

June 8, 2020 

What do you think happens to your firm when you feed it the right tools and training? What is your future vision of your tax practice? Do you want to be fit and competitive, or do you prefer the alternatives?

Randy Johnston

June 5, 2020 

This past June, the AICPA was awarded the .cpa (dot CPA) top level (worldwide) domain which has been reserved exclusively for entities confirmed by the AICPA to be affiliated with the CPA profession. This was done to promote long term confidence when visiting a website with the .cpa extension or receiving an email from a…

Roman Kepczyk

June 2, 2020 

Companies have to find ways to keep people safe while executing paper-based processes that keep their teams office-bound. For example, many companies still have to go into the office to pick up mail, circulate invoices for approval, and ...

June 1, 2020 

What inefficient processes are undermining your firm profits? As experts in document management and accounting firm workflow, we see a number of common “time leaks” related to managing, sharing and storing information and client files.

Kevin Sharma

Accounting May 27, 2020 

From May 2020: An employer’s best course to protect employees and customers, and minimize the potential for legal actions, is to continue to follow CDC, OSHA, and state and local health guidance.

JD, Richard D. Alaniz

May 19, 2020 

What does a person or a business need during a pandemic and how can apps fill that need? We weren't sure ourselves, so we started searching. Here are the results of that search.

Gail Perry

May 19, 2020 

If we can maintain the level of communication and information sharing that surrounds us as we make it through each day of this pandemic, continue to innovate, care, listen, empathize, and just plain muddle through together, and offer suggestions ...

Gail Perry

May 19, 2020 

In this new reality, managers need to be mindful of issues particular to remote work that might impact morale, be it a communication breakdown or employees feeling disconnected and isolated. Here are 8 tips for boosting team morale from a distance.

Paul McDonald

May 19, 2020 

While traditional time and billing has been the backbone of most practice management applications, today, most practice management applications also include CRM, project management, and financial management modules as well, providing firms with ...

Mary Girsch-Bock

May 18, 2020 

These are unprecedented times, as leaders try to manage staff amid the COVID-19 pandemic. While some companies have had to furlough staff or make cutbacks, others have been able to maintain operations by asking their employees to work remotely to ...

May 15, 2020 

Most of your clients probably started their family business solo and with little thought to what happens to the business when the owner gets married and has a family. Smaller owner-operator businesses are usually structured as sole proprietorships with...

Nellie Akalp