Firm Management October 9, 2026 Sponsored
Client data is one of a tax and accounting firm's most valuable—and most vulnerable—assets. As cyber threats, compliance expectations, and client demands continue to evolve, firms need secure technology that protects sensitive information without creating unnecessary friction for staff or clients.
September 9, 2026
September 9, 2026
September 9, 2026
September 9, 2026
October 7, 2013
Sadly, most consumers have almost no idea where these changes came from, or how to get back to the search engines and toolbars they actually wanted.
October 7, 2013
As this column goes to print, provisions of the Patient Protection and Affordable Care Act (also known as the “ACA,” or ObamaCare) will change accountants and tax preparers from “trusted advisors” to a more derogatory status:
October 2, 2013
A long time ago…at least in terms of the life of a blogger…I did a quick overview of the PC-Matic utilities for personal computers. I wasn’t overly harsh, nor overly kind, and did mention that that in my mind the best service they provided was their newsletter.
October 2, 2013
Firm had served as city's auditor until discovery of $54M embezzlement by city comptroller.
October 1, 2013
Summer may seem like a time where accountants can take a breath. They’re just past the April tax rush and still a ways ahead of end-of-year planning. But that timing makes August and September the optimum time to work on managing your practice – an essential part of which is managing business risk.
October 1, 2013
On Monday night, the U.S. Congress rejected the U.S. Senate's version of the House bill for a debt limit increase, which effectively shuts down some of the non-critical operations of the federal government.
September 30, 2013
Two prominent CPA firms in Buffalo have reached an agreement to merge. The Bonadio Group and Gaines Kriner Elliott LLP (GKE) will finalize their new arrangement on November 1, and will operate under the Bonadio name.
September 30, 2013
Both accounting firms and industry accountants ask me regularly about opportunities for their firms. One area that has been avoided by industry and public practice CPAs alike is payroll. We’d prefer to transfer the work, liability, risk, schedule commitment and governmental reporting to someone else.
September 30, 2013
When families become employers, they take on many of the same responsibilities that business employers do – although many of the forms, deadlines and labor laws for household employers are unique.
September 30, 2013
How a tech-savvy firm owner leverages his experience with advanced technologies to create a lucrative new service offering
September 30, 2013
Recently I had a fellow CPA visit our firm in Bloomington, Indiana. We spent a few hours talking about processes, growth, the importance of websites, and staffing…all good stuff. Before he left our visitor told me, “Your office has a really comfortable feeling to it, when I walked in it just felt right.” He also…
September 26, 2013
Secure communications provider Ziptr, who we covered in our April 2013 review of Client Portal Products, has notified customers that they will cease operations at noon on Friday, September 27th. Founder and CEO Firdaus Bhathena sent a message earlier this week to users, which included the following message: