Article

September 12, 2014 

Frequently I hear that cloud technology and anytime/anywhere accounting is here now, it's great, it's what all accountants should be using and encouraging their clients to use, and this new technology will free the accountant to do what he or she was actually trained to do. But exactly what is that? Many accountants, particularly small…

Gail Perry

September 12, 2014 

Results of a recent study showed that "Those who save for the future by contributing to a 401(k) improved abnormal health test results and poor health behaviors approximately 27 percent more than non-contributors." This month's "By the Numbers" data from work-life balance expert Jeff Davidson demonstrates that our society could use a little help in…

Jeff Davidson

September 12, 2014 

Conflict. Whether it is related to decisions about firm management, technology or personnel, most of us try to avoid it like the plague. After all, wouldn’t life be easier if we could just make decisions in a vacuum and not worry about what others thought?

Jim Boomer

September 12, 2014 

Audit re-engineering has been around for decades and delivered significant increases in firm productivity and is now making another quantum leap in improvement by integrating the key tenants of Lean Six Sigma (LSS) into today’s digital audit workflows.

Roman Kepczyk

September 12, 2014 

Payroll is not a four letter word. Human Resources (HR) is an additional opportunity to help clients and tie them closer to your firm and services. While many CPA firms use outsourced services for payroll and HR, technology has made providing these services easier and more profitable.

Randy Johnston

Technology September 12, 2014 

Darrell Layman made a bold move this year, and at the riskiest time: tax season. With a broad vision to significantly increase workflow efficiency across his firm, he transitioned from a desktop document management system to the cloud.

Kristy Short, Ed.D.

September 12, 2014 

This article appeared along with, "Will You Succeed as a 21st Century Accountant?" In this installment, Gail interviewed Jennifer Warawa, VP and General Manager of Sage Accountant Solutions.

Gail Perry

September 12, 2014 

We seem to have reached a point in the accounting profession where accounting firms that want to grow and continue to be successful have embraced the need for technology. In doing so, they are turning over many of the mundane footing and ticking and balancing and reconciling and data entry activities to the software that…

Gail Perry

September 12, 2014 

The small business owner continues to be at the heart of the QuickBooks ecosystem. With every product, service and feature released, Intuit seems to be determined to make the next step even easier than the previous. So, it was no surprise when Intuit launched QuickBooks Financing to help with what remains a big challenge for...…

Taija Sparkman

September 12, 2014 

As summer draws to a close, kids and young students aren’t the only ones who need to think about heading back to school. Your employees — even your top performers — can become stronger contributors by enhancing their abilities and expertise through professional development opportunities.

Paul McDonald

September 12, 2014 

Historically, a business' gross revenues follow seasonal patterns and even a small change in gross revenue should result in a small change in the associated accounts. In an attempt to discover why one established contractor was selected for audit, I reviewed their sales tax filings and created the below table.

September 12, 2014 

Each year, the 40 Under 40 program seeks to honor a diverse array of professionals who are helping to shape the profession they work in. How does one shape a profession? For these unique professionals, that question is answered in a variety of ways. For some, this is achieved through ardent support for and evangelizing...…

Isaac M. O'Bannon