Firm Management

June 16, 2020 

Traditionally demanding tasks such as gathering client information or payment, have now become simple and streamlined. You may have to adopt new technologies, but the result is an improvement in client relationships and time savings for your firm.

Larry Furr

June 15, 2020 

Over the 20+ years I’ve worked from home, I have collected many techniques that might help you make it through this unusual time and even position you for a future of full time or at least part time working from home.

Gail Perry

June 15, 2020 

Instead of getting consumed with everything you don’t know, focus on the known variables. Going back to the example of the payroll protection program, recommend a course of action based on what you know today.

Garrett Wagner

June 15, 2020 

This is complicated stuff. There are federal, state, and local regulations to consider. The health and well-being of your employees is your top concern, obviously, but you also have to consider the health of your clients, your team's access to protective equipment, and your own legal liabilities.

Bill Sheridan

June 15, 2020 

The immediate need to support remote work has brought with it an increasingly complex and risky landscape in ensuring your firm’s data is safe. Thinking proactively about business continuity and disaster recovery now will ensure your firms data is ...

Tomas Suros

June 12, 2020 

With clients scrambling to find the best way forward under immensely difficult circumstances, it’s important to do everything possible to help guide them through the process. Nobody has gone through anything like a pandemic before, so everyone is ...

Amy Vetter

June 12, 2020 

As we’re all aware, CFOs wear many different hats, and a CFO advisory practice reflects this variety. Tailored services include: executive guidance (strategic planning, financial planning, budgeting, modeling, forecasting and reporting); tax consulting; a

June 12, 2020 

If it were as easy as flipping a switch everyone would have done it already, and then I’d be writing about something way less interesting like the state of affairs with revenue recognition. But the transition to Value Based Engagements isn’t quite that...

Jason Lawhorn

June 11, 2020 

What can we expect post-pandemic? Are there apps you have discovered that are helping to define the New Normal? Are there apps that need to be created to help us continue to exist, socialize, get back to work?

Gail Perry

June 9, 2020 

Attendees can expect a full session agenda designed for ITA members and guests, in addition to networking with leaders of the accounting IT profession throughout the U.S. and Canada.

June 9, 2020 

Between new tax laws and changes as a result of COVID-19, the lack of in-person conversations with clients and juggling life at home, tax preparers need more support than ever before. This support can come in a variety of ways like adjusting benefits packages and incentives, for example, that encourages employees to prioritize mental wellness.

June 8, 2020 

What do you think happens to your firm when you feed it the right tools and training? What is your future vision of your tax practice? Do you want to be fit and competitive, or do you prefer the alternatives?

Randy Johnston