Firm Management

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

June 5, 2020 

This past June, the AICPA was awarded the .cpa (dot CPA) top level (worldwide) domain which has been reserved exclusively for entities confirmed by the AICPA to be affiliated with the CPA profession. This was done to promote long term confidence when visiting a website with the .cpa extension or receiving an email from a…

Roman Kepczyk

June 2, 2020 

In the beginning you might welcome a day or two late mornings and wearing pajamas past noon. However, sloth mimicry is a habit few professionals would enthusiastically adopt long term. To get the most out of telecommuting, you need to master some best ...

June 1, 2020 

For the first time, the 2020 event was managed entirely remotely, with volunteers helping organizations with projects from home. The Armanino Foundation also received donations through the #HatsOff movement to acquire much-needed personal protection ...

June 1, 2020 

What inefficient processes are undermining your firm profits? As experts in document management and accounting firm workflow, we see a number of common “time leaks” related to managing, sharing and storing information and client files.

Kevin Sharma

May 29, 2020 

P3 is an easy-to-use online portal and tool that gives CPA firm clients one central location to upload all of their supporting documentation and see the percentage of forgiveness in real time. As their advisors, you can review this information and add ...

May 29, 2020 

K·Coe and its clients will have access to Xero’s cloud-based accounting and practice management platform as well as Xero’s ecosystem of more than 800 third-party applications to help boost efficiency and performance.

Accounting May 27, 2020 

From May 2020: An employer’s best course to protect employees and customers, and minimize the potential for legal actions, is to continue to follow CDC, OSHA, and state and local health guidance.

JD, Richard D. Alaniz

May 27, 2020 

The virus outbreak has forced entire employee populations to work from home. And as workers settle into that rhythm, it is uncertain how many will actually need to report to the office five days a week after a coronavirus vaccine is found.

May 26, 2020 

Grant Thornton appointed these office managing partners and principals to drive the firm’s continued commitment to its people and culture, while also supporting its strategic objectives and growth initiatives in their respective markets.

May 19, 2020 

The Center works collaboratively with business leaders utilizing proven methodologies based on the principles of business psychology, neuroscience, and strategic HR and business practices.