June 29, 2016
While there seems to be very positive trends in both supply and demand across the report, many small and mid-sized firms are having trouble finding qualified applicants. If we dig a bit deeper, we begin to see why.
June 14, 2016
April 26, 2016
April 5, 2016
July 14, 2009
As we brace ourselves for yet another Harry Potter movie, I think Harry and his friends would want to cast a spell on today’s CPA firm – to enable partners to see the vast opportunities right in front of our eyes. Although my pop-culture allusion may be a bit lame, there’s nothing mystical about determining...…
July 8, 2009
Vowing to offer a new system based on its Chrome web browser, Google unabashedly says it is going to war with the intention of killing Microsoft. I wish them luck.
July 8, 2009
Hmmm – is client retention an important issue for CPA firms? What a rhetorical question. I’m not surprised at all by the results of the AICPA’s 2009 CPA Firm Top Issues Survey conducted by the Private Companies Practice Section – and you shouldn’t be either. Putting aside the fact that it costs something like five...…
July 8, 2009
How much hardware do our offices really need to function and how much paper can we really get rid of? In other words, if you’re thinking about buying another server or replacing the ones you have, think again. Same thing with scanners – can you exist in the virtual environment without scans of files on...…
July 7, 2009
Today, AICPA is launching its first-ever Leadership Academy in Chicago – a three-day gathering designed to train young CPAs on issues related to the profession so they can be more effective leaders It is the brainchild of AICPA’s Chair Ernie Almonte. What a great idea! It not only helps young CPAs realize their potential; it most...…
June 29, 2009
If “I don’t get it” adequately describes your thoughts about Twitter and its uses for the accounting profession, then listen up: You CAN use Twitter to build your practice, increase business and grow your bottom line. I get this question all the time from my clients who want to know how they can build their...…
June 26, 2009
Whenever I present my seminar on “The Next Generation Accounting Firm,” someone invariably asks me a question related to communications, and specifically, when it’s time to change their Web site. I just ran across this blog on Ragan.com that speaks to this topic, and even though it is internally focused on employees, I’ve added my...…
June 23, 2009
In the upcoming July issue of The CPA Technology Advisor, I’ve written a column that discusses why few tax and accounting professionals are using an online tax preparation system for their client returns. Considering how popular online tax prep is for do-it-yourselfers, I think it’s a curious situation. Some might blame it on the old...…
June 18, 2009
Doug Sleeter's wishes for PayCycle enhancements now that Intuit will be purchasing PayCycle.
June 18, 2009
The times … they are a-changin’ … and so is the CITP Credential. According to an announcement made during AICPA’s TECH+ Conference in Las Vegas earlier this week, “the revised credential will concentrate on information technology expertise relating to audit and attest services and financial data components, analysis and reporting. The holder of the revised...…
June 13, 2009
Congrats go to Thomson Reuters for the significant milestone it hit in the most recent tax season: UltraTax CS™ customers preparing 2008 returns created more than 100,000 portals to serve their clients. This is important to our profession for several reasons. First, it demonstrates how the accounting profession is using technology not only to speed...…
June 11, 2009
But interestingly, in all the ballyhoo about the importance of DM, and the number of rapidly evolving systems that offer state-of-the-art, soup-to-nuts storage and retrieval, we have overlooked what may be the most important part of document management – the hardware.