Accounting August 4, 2026
Nominations Open for Innovation Awards and 40 Under 40 Awards
Nominations are currently being accepted for CPA Practice Advisor's 40 Under 40, 20 Under 40, and Tax & Accounting Tech Innovation Awards.
May 31, 2017
AbacusNext Acquires OfficeTools
AbacusNext, a Technology-as-a-Service (TaaS) provider for the legal and accounting professions, is pleased to announce the acquisition of OfficeTools, maker of practice management software WorkSpace. With its productivity-enhancing software suite, the acquisition of OfficeTools allows AbacusNext to provide cloud-enabled and fully-integrated practice management solutions to CPAs and accounting professionals at large. This acquisition comes within...…
May 31, 2017
4th Annual Accounting Firm Operations &Technology Survey Results Are Available
Randy Johnston, president of Network Management Group, Inc., and Leslie Garrett, PhD, CEO of Insight Research Group announce the release of the 4th Annual Accounting Firm Operations and Technology (AFOT) Survey results and survey book.
May 22, 2017
The EEOC’s Increased Focus on Leave Policies
Several years ago, the Equal Employment Opportunity Commission (“EEOC”), the federal agency that enforces the nation’s anti-discrimination laws, filed suit against AutoZone, Inc., accusing the auto parts retailer of violating the Americans with ...
May 22, 2017
Farm Loan Methods and Cautions
The first time you take out a CCC loan, you and your tax specialist will need to analyze the best choice for your operation and either treat the loan as a loan or treat the loan as income. Once the precedent has been set you will by default ...
May 22, 2017
Are You Managing Your Clients? (Or Are They Managing You?)
A recent family vacation got me thinking about management. We took a trip to Florida and booked rooms at a Hilton resort, where I enjoy Diamond level status in their loyalty program. When I booked the rooms online last August, I requested adjoining ...
May 22, 2017
Is 70 the New Retirement Age?
Is 70 becoming the new retirement age? According to a recent CareerBuilder survey, 30 percent of U.S. workers ages 60 and older plan to retire at age 70 or older. Another 20 percent don't believe they will ever be able to retire.
May 22, 2017
Spring Training for CPA Teams
Baseball fans get excited when spring rolls around. It’s the first step of a new season — the moment when everyone sees what your team is made of. Although there are no leagues or playoffs in public accounting, managers still needs to gear up all ...
May 22, 2017
May 2017 Firm Management Channel
Important Components of a Professional Liability Insurance Policy Covered and excluded services- Ensure that your policy contains no limitation to fees, areas of practice and or persons covered. You want to ensure coverage for a broad variety of professional services and persons that work for you. Coverage must be full tort (not restricted to negligence)....…
May 22, 2017
Are Portals Finally Coming of Age?
Portals have been in existence in the accounting profession for around 20 years. Many public practice firms set up proprietary portals that had integration benefits to their practice management systems and were integrated into early web sites.
May 22, 2017
Reaching Clarity On Remote Work Policies
Remote work is a popular topic of discussion at many firms across the country. Yet few firms sit down to flesh out detailed policies for remote workers before their first virtual employee is in place. Typically, one valuable employee requests to work ...
Technology May 22, 2017
Top Business Trend for 2017: Achieving Work-Life Balance
Transitioning from a traditional IT setup to the cloud can not only save your business IT dollars, but it has nontangible benefits as well. One of those benefits is creating a better work-life balance for your employees.
May 22, 2017
10 Tips for Firm Retreats
As a former managing partner (MP) with a firm who religiously held an annual retreat, I can offer a few tips to you from experience that will help you get the most out of the process. You're investing a lot of time (= money) taking your top talent ...