AICPA Proposes Cybersecurity Risk Management Criteria

September 27, 2016 

AICPA Proposes Cybersecurity Risk Management Criteria

The development of a common set of criteria will pave the way for the introduction of a new engagement that CPAs can use to assist boards of directors, senior management, and other pertinent stakeholders as they evaluate the effectiveness of an ...

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September 21, 2016 

Is Your Firm Real-Time?

If you’re a CPA and you are serious about being the firm of the future, you should read Rob Nixon’s Remaining Relevant:The Future of the Accounting Profession. Rob is CEO of Panalitix, an Australian-based firm that uses cloud software to enable ...

 Three Tips On Retirement Income

September 21, 2016 

Three Tips On Retirement Income

Financial advisors might be able to get those Gallup numbers moving in a more optimistic direction if they didn’t focus so much on “income,” and paid more attention to “outcome,” Carter says.

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September 13, 2016 

Webinar Series Coaches Accountants On Building An Advisory Practice

Sageworks is producing a new, six-part webinar series for accountants, “Taking Accounting Services to the Next Level.” The free series, which launches on Sept. 20, will train accountants on exactly how to transition from a compliance-focused firm to a ...

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September 9, 2016 

Change Management in Accounting Firms

In today’s fast-paced, ever-changing environment, we must be prepared to pivot quickly. Doing things the way we’ve always done them just doesn’t work anymore. Author Alan Deutschman popularized the business catchphrase, “Change or Die.” And it’s truer than ever – remaining stagnant is a recipe for extinction. But we all know, saying you’re open to...…

Jim Boomer