Firm Management

April 22, 2022 

Chris Vignone, with 25 years of public and private sector sales tax experience, founded PM Business Advisors to specialize in state and local taxes, federal taxes, and strategic planning. As sales tax issues grew more complex, he saw increasing demand ...

April 21, 2022 

You’ve probably heard of concierge services in healthcare with boutique medicine, platinum practice, or membership-based care. Accountant concierge services are similar. Instead of billing hourly, clients pay a simple monthly fee, giving them all-year ...

April 21, 2022 

As your firm starts to grow, things become a lot more complicated. You start to onboard new clients every month, you have to train new staff members to handle the growing workload, and you need to keep track of everything to ensure nothing slips ...

Shahram Zarshenas

April 21, 2022 

The integration provides a modern payment tool for tax resolution professionals and their clients to benefit from by giving users a more streamlined payment management solution.

April 19, 2022 

For the last 15 years, McNulty has supported many of the leading public sector firms providing services to the U.S. Government. Their team of research analysts, technology experts, pricing and financial analysts, technologists, and parametric modelers ...

April 19, 2022 

Another busy season is under our belts and one of the most productive things a firm can do in the next few weeks is to take time to formally debrief the past few months, acknowledging what worked well and identifying where there were bottlenecks that ...

Roman Kepczyk

April 19, 2022 

The next two months offer great opportunities to research, acquire and pilot new tools and processes so they become the new firm standard before the September and October deadlines. Below we outline 10 tips to optimize your post-busy season debrief ...

Roman Kepczyk

April 19, 2022 

From staying on agenda to making sure everyone has the platform to speak, experts from audio-visual solution specialists Universal AV have revealed some of the top ways organizations can make virtual meetings work for your business.

April 18, 2022 

Every client services industry has to manage clients who do not pay on time – or at all. It can be a very frustrating part of running a business and heavily impact your success if you don’t have the right strategies in place.

April 18, 2022 

Now in their 19th year, the CPA Practice Advisor Tax and Accounting Technology Innovation Awards highlight technologies that are shaping the tax and accounting professions, and the small businesses they serve, through increased collaboration and ...

Isaac M. O'Bannon

April 18, 2022 

Whether you are a fan of video conferencing, look forward to returning to in-office meetings, or stand somewhere in between, you can be sure the process is here to stay. And thanks to the speed at which modern technology moves, I believe it’s safe to ...

Gail Perry

April 16, 2022 

The truth is that as an accounting professional, if you’ve served agriculture, research labs, or retail operations — you already know the basics of serving a cannabis company. The biggest difference lies in the stringent reporting requirements and ...