Firm Management

December 9, 2013 

Having a social media policy, and training employees to follow it, are critical practices for every firm. Even if your firm is not using social media, you still need a policy because your staff are using it in their private lives and they need guidelines to protect your interests and your firms’ reputation.

Sandra Wiley

December 9, 2013 

The Information Technology Alliance recently announced new members this week during the annual ITA Fall Collaborative. The organization is an independent professional association comprised of most of the nation’s top 30 accounting firms, premier technology consultants and leading technology vendors serving the accounting profession.

December 9, 2013 

Winston Churchill once said “It is always wise to look ahead, but difficult to look further than we can see” which is applicable to many CPA firm partners that are so busy and focused on getting today’s work done that they seldom take the time to think about how they can improve their practices to…

Roman Kepczyk

December 4, 2013 

With cloud services, it is easier than ever to meet client demands and to set yourself apart from competing firms. While many firms are understandably resistant to change, the cloud’s benefits far outweigh the risks.

Sabrina Parsons

December 4, 2013 

New Business Assessment Tool lets advisors objectively benchmark their practices, identify areas for growth

December 4, 2013 

The most powerful women business leaders in the U.S., whether CEOs or in other senior positions, are proactively engaging external audiences and are also being acknowledged for their roles as effective leaders, according to an ongoing study by Weber Shandwick on how the most powerful women in business are engaging.

December 3, 2013 

Like most practitioners, I had trouble successfully billing for post-filing work. The reasons are complicated. It’s often an issue of back-and-forth time with clients or the IRS/state taxing authorities.

Jim Buttonow

December 2, 2013 

The Young CPAs, a membership segment of the New Jersey Society of Certified Public Accountants (NJSCPA), collected more than 2,800 pounds of food during its annual September to November food drive to benefit the Community FoodBank of New Jersey.

December 2, 2013 

For thousands of accountants and their clients, tax season just became a lot more harmonized. Users of Intuit Tax Online can expect major enhancements to the tax preparation solution for Tax Year 2013.

Taija Sparkman

November 29, 2013 

  Thomson Reuters Checkpoint is an online tax and accounting research resource widely used by accounting professionals and students.  New features introduced during the past year include the Export Tray which runs exports of larger Checkpoint documents in the background, allowing subscribers to continue research during the process, and the option to access documents, searches...…

November 29, 2013 

From the Dec. 2013 issue. Overview GetNetSet is a web hosting firm specializing in websites for CPAs and accounting professionals.  The Company hosts the popular WordPress content management system platform, which is used over 60 million blogs and websites, and has over 26,000 available plugins to integrate other services and features into a firm’s web...…

November 29, 2013 

2013 Review of Tax Research Software

Dustin Wheeler