Advisory

Technology September 12, 2014 

Darrell Layman made a bold move this year, and at the riskiest time: tax season. With a broad vision to significantly increase workflow efficiency across his firm, he transitioned from a desktop document management system to the cloud.

Kristy Short, Ed.D.

September 8, 2014 

Donny Shimamoto, CPA.CITP, CGMA – 38 Founder, Intraprise TechKnowlogies, LLCHonolulu, HA   What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) Finding good talent has been our biggest challenge. We are starting to...…

September 8, 2014 

Jim Boomer, CPA.CITP, CGMA, MBA – 38 CIO/SHareholder, Boomer Consulting, Inc.Manhattan KS   What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) We have made major strides over the last few years in...…

September 8, 2014 

Louie Calvin – 38 Product Manager – Accounting & PayrollThomson Reuters Tax & AccountingDexter, MI What are the key challenges you see firms facing? I hear the greatest challenge facing firms is leading employees and clients though rapid technological change. Embracing new cloud-based and mobile technology is not easy and there is too much to...…

September 8, 2014 

Chris Farmand, CPA.CITP, MBA – 35 Managing MemberSmall Batch StandardJacksonville, FL   What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) In 2010 we began serving the craft brewing industry. We have evolved...…

September 8, 2014 

Shayna B. Chapman, CPA.CITP, CGMA – 39 Owner MemberShaynaCo, LLCGallipolis, OH   What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) The greatest change in workflow over the last few years has been...…

September 8, 2014 

Dustin Wheeler, CPA – 35 ManagerHawkins, Cloward & SimisterOrem, UT   What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) Hawkins Cloward & Simister adopted front-end scanning of tax documents and paperless tax preparation...…

September 8, 2014 

Americans love a deal, and despite the increasingly digital economy, they still rely on coupons, according to a new study shows that reports that 96 percent of Americans are coupon users.

Isaac M. O'Bannon

September 8, 2014 

A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.

Taija Sparkman

September 5, 2014 

Accountants have long had a reputation as being somewhat reclusive, perhaps even seen as professional hermits, because of the nature of many of the traditional services they provided.

September 5, 2014 

From DOS and Windows 3.1, from the end of service bureaus and the emergence of the internet, and now into the full-blown SaaS and Mobile Revolution, CPA Practice Advisor celebrates 20 years serving tax and accounting professionals. Here’s a look back at where we were and how we’ve grown alongside the technology changes in the…

Isaac M. O'Bannon

September 5, 2014 

?9222 In economic climates such as this, when jobs are somewhat scarce, markets are in flux and retirement can seem so far away, it’s natural for some to cling to what levels of stability they have, whether it’s Linus and his “security blanket,” or a comfortably permanent job as an in-house accountant for a large...…

Isaac M. O'Bannon