Advisory

 Client Accounting Services – What Is It, Really?

September 1, 2018 

Client Accounting Services – What Is It, Really?

Leaders in CPA firms across the country agree that Client Accounting Services (CAS) is an emerging, growing and profitable opportunity. In fact, it is one of the fastest growing new revenue segments of many Top 100 Firms, but it is relevant and ...

Jim Boomer

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August 24, 2018 

San Francisco CPA Firm Gives Back to Community

The SF-Marin Food Bank feeds 225,000 people each year. Thirty-thousand families receive healthy groceries at more than 260 pantries in the Bay Area. SD Mayer & Associates staff will sort produce and pack boxes that will be delivered to local pantries.

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August 21, 2018 

APIs and RPA Tools Automate Client Services

Whether it is capturing data from credit card receipts, reconciling bank statements, reimbursing expense reports, or automatically updating IRS tax statuses, these tools utilize a combination of machine learning, Optical Character Recognition (OCR), ...

Roman Kepczyk

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August 21, 2018 

2018 Intuit Rate Survey Uncovers New Trends in Billing and More

Value pricing is based on the maximum amount a given client is willing to pay for a service, typically set before the work begins. Conversely, value billing is usually marking up – or more frequently marking down – the invoice to the client after the ...

 Workers Need to Double Check Payroll Withholding

August 20, 2018 

Workers Need to Double Check Payroll Withholding

Generally, employees can satisfy their annual tax obligations by having enough tax withheld from their paychecks during the course of the year. However, if you fail to pay enough tax, including both withholding and any quarterly installments, the IRS ...

Ken Berry, JD

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August 19, 2018 

Financial Execs Plan to Modernize Compliance in Coming Year

Almost half (48.3 percent) of risk and compliance, internal audit, C-suite executive and board professionals plan to modernize their compliance functions by changing core compliance execution practices during the next 12 months, according to a recent ...

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August 17, 2018 

EisnerAmper and CloudAccess Announce Cyber Risk Alliance

As enterprise security becomes more complex, the need for comprehensive security solutions—including consulting and products that address both short- and long-term needs of the enterprise—has become paramount. EisnerAmper recognizes the need to invest ...