Firm Management

April 22, 2021 

The conference will have four main keynotes. The two June 8 ones, moderated by CBS News business analyst Jill Schlesinger, are: A conversation with Sir Richard Branso; and Adam Steltzner, chief engineer for NASA’s Mars Perseverance rover.

April 22, 2021 

At the end of the day, building relationships with our clients and helping them succeed is our goal. These are just a few of the ways we like to ensure each client that comes to us is the right fit for their needs and ours.

April 21, 2021 

Every business owner knows that workflows are your company’s map to efficient teamwork and consistently quality results. For this reason, it’s worth your time and energy to make sure you’re getting your workflow right. Ideally, you want an efficient process where all business information can flow smoothly between your team members. Besides that, you’ll want...…

Shahram Zarshenas

April 21, 2021 

CPAmerica, Inc. is proud to welcome Cetrom as a new preferred provider for the association. This new relationship gives member firms access to Cetrom’s award-winning custom, reliable, and secure cloud hosting solutions. Cetrom provides customizable IT hosting solutions, from full cloud migration and implementation to proactive managed IT services and around-the-clock IT support. Cetrom’s experienced...…

April 19, 2021 

Almost everyone carries a camera and a recording device nowadays in the form of a smartphone, a tablet or both. Some use the camera sporadically, and many of us aren't taking advantage of the vast array of apps that are available to make our pictures ...

Gail Perry

April 19, 2021 

Each year, we conduct a reader survey that results in the Readers’ Choice Awards, a ranking of favorite programs and services used by our readers. Not only do we encourage everyone who ...

Gail Perry

April 16, 2021 

In December of 2020, the Marijuana Opportunity, Reinvestment, and Expungement Act (MORE Act) passed the House of Representatives — this could lead to massive change for the cannabis industry in upcoming years.

April 15, 2021 

Professionals on the Move is a round-up of recent advancements and hires in and around the accounting profession.

April 15, 2021 

Maestro Wealth Advisors transferred to Avantax Wealth Management from broker-dealer World Equity Group, Inc., and from Retirement Wealth Advisors, LLC, Maestro’s former RIA, to benefit from the multiple layers of support Avantax provides, and the wide ...

April 13, 2021 

Have you ever been to the grocery store already stressed, just looking for a simple jar of pasta sauce – only to find an isle filled with more options and choices, then you are prepared to face nor think about? We all have felt overwhelmed by the ...

Garrett Wagner

April 9, 2021 

Now is a great time for your firm to take stock of what currently works in your firm, and what could use a little updating. Spending some time implementing a practice management strategy now can increase both efficiency and profits later.

Mary Girsch-Bock

April 9, 2021 

There has been no such thing as business as usual since COVID-19 first arrived. Businesses of all kinds have had to adapt to a shaky economy and changes in finances. By navigating red tape, staying on top of financial aid opportunities and providing ...