Accounting October 6, 2026
The 2026 AI Finance Stack
73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.
November 10, 2015
Start Planning for the Year Ahead
The end of the year is a busy season for payroll practitioners, but it’s a good time to start planning your year ahead.
November 9, 2015
It’s National Security Month, But Payroll Security Is An Everyday Effort
As you prepare to safeguard your clients’ information against potential cyber threats, it’s important to consider where your payroll information is being stored. Is it on a laptop, the Cloud, hosted on a server? Each comes with its own set of risks ...
November 8, 2015
If SaaS Won’t Do It, What About Cloud Hosting?
Software as a Service (SaaS) is making great progress. However, if you can’t solve your business needs with all SaaS tools, and you want to live in the cloud, how do you do that? We’ve discussed in prior columns the advantages of private cloud and ...
November 5, 2015
Year-End Payroll Checklist – Nov. 2015
Balance clients’ quarterly to annual figures. Check the names, addresses, and Social Security numbers of clients’ employees for errors. Review filing criteria with clients. Compare UI and FUTA wages. Provide clients’ employees with correct forms. Help clients with any notices. File any amendments.
November 3, 2015
6 Tips for Tax Season Staffing at Accounting Firms
With tax season looming, now is the time for accounting firms to ramp up their staffing strategy. Determining your needed mix of full-time and temporary professionals — before holiday time-off — will set you on a course for success come 2016.
November 2, 2015
What Accounting Firms Need to Know About Updating Salaries and Giving Raises
If you can’t remember the last time you reviewed your employees’ compensation, it’s been too long. Your staff members know what they’re worth and what the local job market is paying, and so should you. At least once a year, benchmark your firm’s ...
November 2, 2015
Improve Your Firm’s Tax Production by Eliminating Muda
Eliminating Muda is one of the most effective byproducts of Lean Six Sigma analysis techniques which make any process more efficient and profitable. So what exactly is Muda? It is the Japanese term for waste, which is defined as “any human activity ...
November 2, 2015
Year-End Insights for State and Local Taxes
The deduction for taxes claimed on Schedule A includes amounts paid for state and local income taxes such as the taxes withheld from your paychecks and any estimated taxes paid during the year. It also includes property taxes if you’re a homeowner.
October 30, 2015
Paperless Choices for the Firm and Your Clients
This year we’ve had the pleasure of recommending software programs for accounting, payroll and other critical areas of your practice. Now is the time to consider your paperless or Document Management Solution (DMS) needs. You’ll find that our ...
October 2, 2015
Handicapping the Accounting Conferences
When you choose to devote time to attending a conference, I hope you approach it with the enthusiasm I felt and still feel – the opportunity to learn from the pros, improve your skills, share in spirited conversations about the accounting profession...
October 22, 2015
The 10 Commandments of the Successful CPA
What you do learn in 40 years or so is what separates a successful CPA from one that struggles every year with mediocre clients and profits. My list of successful attributes is what I like to call the 10 Commandments of a successful CPA starts with ...
October 19, 2015
5 Hiring and Salary Trends That Will Shape Public Accounting in 2016
Growth indicators for the second half of 2015 are providing a glimpse into the hiring environment for 2016, and it appears the race to attract and retain top accounting talent is only heating up.