Article

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September 30, 2013 

Improving Business with a Virtual Office

When Bryce Forney, CPA realized he was duplicating many tasks and wasting countless hours simply checking email, he knew it was time for a change. He transitioned his email from Outlook to Gmail and began looking for other ways to eliminate waste and redundancy in his practice.

Taija Sparkman

 Profitable and Painless Payroll

September 27, 2013 

Profitable and Painless Payroll

From the Oct. 2013 issue. When Mauro Adornetto decided to focus more on providing payroll services to business clients, he didn’t just dabble with it: He jumped in with both feet. With an already successful full service tax, accounting and consulting firm in Mount Kisco, New York (www.adornettoaccounting.com), he started his payroll business eight years...…

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September 17, 2013 

How Accounting Firms Can Prevent a Digital Disaster

The majority of small to mid sized practices are vulnerable to unexpected data loss. As an accountant or attorney you have an ethical duty to ensure that your clients’ electronic information is not lost, destroyed or inadvertently disclosed.

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September 9, 2013 

The Benefits and Challenges of Cloud Accounting

Accounting firms across the country are looking to the cloud to transform their client accounting services. They are looking to move from simply transactional bookkeeping services to higher value advisory services more in line with the CFO function.

Jim Boomer

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September 8, 2013 

Income Tax Planning Takes More than a Magic 8-Ball

On the conference room shelf of a CPA’s office I visited recently, I noticed a Magic 8-Ball with the label “free tax answers.” When turned, the die floating in colored liquid inside the ball presses against the window to reveal an affirmative, negative, or non-committal answer such as “cannot predict now.”

Dustin Wheeler

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September 3, 2013 

The baggage-free CFO: 5 ways to profit

Recently we did a survey of the Mergers & Acquisitions (M&A) professionals who use The Sellability Score and asked them what makes a business attractive to an acquirer. The M&A experts said businesses that have a management team in place are much more attractive to buyers than owner-dependent companies.

John Warrillow

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August 29, 2013 

The In-Firm Annual IT-Security Employee Briefing

Most organizations today assume that their IT personnel do an adequate job of protecting the firm’s network and data by implementing and monitoring firewalls, keeping their operating systems/applications up to date, and mandating password changes on a scheduled basis.

Roman Kepczyk