Article

February 12, 2021 

With so many people working from home, and so many intelligent solutions from apps to gadgets to Internet of Things (IoT) to help us do our jobs and run our lives more easily, we decided it was time to check in with our CPA Practice Advisor community ...

Gail Perry

February 8, 2021 

Reduce the risk for your firm and your clients this tax season by getting your Written Security Plan in place this week! Having a Written Security Plan in place is not only smart practice for your firm, but it also will limit your risk of exposure to ...

Dawn Brolin

February 5, 2021 

Although none of us know the future, I believe we now have the opportunity to create it.

Randy Johnston

February 5, 2021  Sponsored

There are many ways to learn more about Advanced, including webinars and training. Training for Advanced is now just a few clicks away. To access self-paced learning modules and training webinars for Advanced, just log into QBOA, go to the ProAdvisor ...

February 3, 2021 

Creating a Google Ad Campaign may seem daunting, but it’s not that hard once you figure out a few things, such as what your selling, where you’ll link, to whom you’re selling, and the amount you want to spend. Armed with those answers, you’ll be able to research the keywords that will work and how...…

Becky Livingston

February 2, 2021 

If 2020 taught us anything, it’s to expect the unexpected. At the start of last year, nobody would’ve predicted that a pandemic would transform our jobs and lives in ways both big and small. Yet here we are, at the start of another year, one which we ...

Amy Vetter

February 2, 2021 

AICPA News is a round-up of recent announcements from the American Institute of CPAs.

Isaac M. O'Bannon

February 1, 2021 

As some of your business clients prepare to reopen their doors while ensuring the safety of their employees and customers, it’s your job to nudge them to start gathering their tax documents and financials for the April deadline.

Nellie Akalp

February 1, 2021 

Make business development part of the client management team approach. Start by identifying existing staff members with solid sales skills and training them on business development. If someone on your team identifies a client's needs but doesn't have ...

Arianna Campbell

February 1, 2021 

There are some things that business owners can do to make tax season easier; for themselves and for their accountant. Here are just a few:

January 25, 2021 

To keep client data safe when working from home this tax season, it is important to understand potential risks when sharing information electronically, and how to manage these risks effectively. Consider the following.

Technology January 16, 2021 

E-mail based malware and phishing attacks are frighteningly simple to create. Last fall, an international CPA firm association commissioned me to create some materials and resources for their firms.

Brian Tankersley