Firm Management August 7, 2026
What Should Not Become Part of the Client Archive
The mistake is assuming that every piece of information used to reach that outcome must follow the same path.
Firm Management August 7, 2026
The mistake is assuming that every piece of information used to reach that outcome must follow the same path.
August 6, 2026
August 6, 2026
April 28, 2021
Women feel the strain – and pay gaps hold: One of the defining characteristics of the COVID-19 pandemic is the way in which it has upended work/life balance.
April 28, 2021
Financial stress is much higher for renters (72 percent at least somewhat stressed) than it is for homeowners (52 percent).
April 27, 2021
The curriculum is tied to the CPA Evolution initiative, which the AICPA Governing Council and NASBA Board of Directors voted in 2020 to advance and culminates with a new Uniform CPA Exam in 2024.
April 24, 2021
The American Institute of CPAs (AICPA) has named four new Accounting Doctoral Scholars (ADS), which identifies currently practicing CPAs interested in becoming accounting professors to assure future accountants have necessary and up-to-date skills.
April 23, 2021
There’s an old proverb that says, “The cobbler’s kids go barefoot.” Many CPA firms offer great financial management advice to clients, but are slow to act on process changes that can improve the firm’s bottom line. Manual billing and AR processes are recognized pain points for small and medium-size businesses, and accounting firms are no...…
April 22, 2021
Every seasoned accountant has been there: feeling stretched too thin after an unforgiving busy season and eager to put it in the past.
April 22, 2021
More companies are calling workers back to the office, but will they readily return? A new study by global staffing firm Robert Half shows that about 1 in 3 professionals (34%) currently working from home due to the pandemic would look for a new job if required to be in the office full time. What...…
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...…
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 ...