Accounting April 17, 2026
Last Chance to Vote in the 2026 Readers’ Choice Awards!
Each year, readers get the opportunity to show their support for the programs, hardware, services, and other technologies they use and trust.
May 12, 2014
Get Intentional About Innovation in Your Firm
Innovation and growth are directly linked, and it should be no surprise that the most successful accounting firms commit focus, time, energy, and money to innovative services, processes, and technology.
May 12, 2014
Training Trumps Tools
Most of the time in this column, discussion of the best or most promising technology tools is a primary source of interest. However, every once in a while a return to fundamentals is needed. One fundamental that has been consistently problematic for all size of firms is training. Frequently the need for training is either…
May 12, 2014
Get the Latest Digital Edition of CPA Practice Advisor
The latest issue of CPA Practice Advisor offers reviews, articles and columns focused on helping accounting firms be more productive and work more efficiently with their clients.
April 29, 2014
The ObamaCare of Computing? Microsoft’s Silly Trick
By now you have discovered the sad and silly trick that Microsoft played on you during the last days of tax season. Windows XP has been killed, and you have to upgrade to Windows 8.1 or leave your accounting computers both unprotected and in violation of federal law.
April 22, 2014
2014 Review of Practice Management Systems for Accounting Firms
As the space for practice management applications has changed over the last year, we have changed the applications which we cover as part of this review to reflect the desire of many mid-sized and large firms to implement staff scheduling tools.
April 21, 2014
Save It or Lose It – Don’t Let Your Firm’s Data be at Risk
It is impossible to think too much about protecting your data. If you are the business owner, responsible for Information Technology or an IT professional, protecting data has to always be top of mind. Backup and recovery is not an area you can leave to chance. The January installment of this column spoke about alternative…
April 21, 2014
5 Tips for Using Technology as a Strategic Asset
Is your firm leveraging technology as a strategic asset or is it viewed as simply a cost of doing business? Successful firms view it as an asset and build an IT leadership and governance model that helps harness the power of technology as an accelerator toward improved performance, profitability and growth. There are five aspects…
April 21, 2014
Think Help, not Hype, when Marketing Your Firm
For the past several decades, the function of marketing has been focused on selling consumers about the benefits of a particular service or product. Most companies, accounting firms included, have tried to create “hype” about their wares using mass media to generate sales.
April 21, 2014
6 Tips for Managing Underperforming Staff
You may have heard it before, or you may have actually uttered these words, “Why did we wait so long to let an underperforming employee go?" In some firms today it may actually be called the underperforming epidemic or the underperformer drag, but no matter what words you are using to describe the problem, the…
April 21, 2014
Thank You for an Amazing Journey
Five years ago I embarked on an extraordinary journey by joining the editorial team of this magazine, known then as CPA Technology Advisor. Today, I share with you my final column as its executive editor.
April 21, 2014
What SMBs Want from Their Accountant – Have You Asked?
We’re in the middle of a fundamental shift – from client-centric accounting, where clients do their own bookkeeping and then send the records (often full of errors) to the tax preparer once a year – to an accountant-centric model, where accountants use cloud-based tools to provide accounting services as well as higher level consulting services.…
Firm Management April 21, 2014
A Journey of Understanding – How One Firm is Reaping the Benefits of Marketing
The owners of Mattingly Zsebe, PA weren’t any different from most practitioners in terms of how they viewed marketing. In essence, “Marketing sucked…it didn’t work…it was a waste of time.” These were the sentiments of the partners, Bill Mattingly, CPA, and Dylan Zsebe, CPA, before they started their journey of understanding just a year ago.