
Your Firm and Your Strategy
The first half of the conference season is behind us. We have had a chance to look at new strategies, tactics, and offerings from most major publishers.
The first half of the conference season is behind us. We have had a chance to look at new strategies, tactics, and offerings from most major publishers.
The past two years have been anything but simple. So, it may seem ironic that simplification is the new way to navigate the increasing complexity of the business. Automated, digital solutions provide a pathway to alleviate this pressure while helping ...
Prepare to replace all your end-user hardware. The value proposition became clear when presenting at a conference in the past week. 2022 is the start of a massive wave of technology innovation. I have seen this type of wave a few times in my career.
Having a somewhat "normal" tax season behind us certainly feels good. While it would be nice to have COVID behind us and the IRS caught up, these issues may be part of our "new normal." Unfortunately, staffing issues also seem to be part of the new ...
Many of us have used our skills and expertise to keep clients in compliance with tax and audit regulations. Others have expanded by reducing clients’ workload handling transactional accounting through Client Accounting Service offerings.
Most CPAs I know are incredibly smart, hard-working, have high integrity, and genuinely care about their clients. While these attributes result in a lot of hard work, the rewards continue to be great. We want you to have the resiliency and stamina ...
Software publishers are trying hard to make a difference. The accelerated change noticeable in the last two years in accounting software, accounts payable, payment systems, human resources, and payroll is astonishing.
It is nice to see the last few stressful years fade in the rearview mirror. With the Tax Cuts and Jobs Act (TCJA), handling the pandemic, PPP, PPP2, and the changes in tax deadlines, most practitioners report that these years have been among the ...
Pundits in the profession continue to promote the thinking that audit and tax compliance are gone and that your firm needs to pick a new service line to survive. But, did you look at your firm’s financial success last year? And the year before that?
Few topics are as near and dear to me as Client Advisory Services. Those of you who have followed both my teaching career around the world for decades, and this column for almost 20 years, know that I’ve tried to bring you the latest in software and ...
The technology tools available to assist in this area led me to prepare my first estate plan. When I ran my first personal financial planning models and estate plans in the Kettley Publishing and Back Room Technician, now Advisys solutions with over ...
From the May 2021 Issue. Has your practice evolved to a new way of working, or are you doing things pretty much as you did a decade or more ago? Through the years, I have tried to show you a safe way to upgrade your practice tools with technology while still serving your client well […]
The Technology Lab Podcast – Fathom – 5/1/2021 Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review the financial reporting and analysis system from Fathom. Use the podcast player below to listen. link to the audio
From the April 2021 Issue. When did collaboration become a “must have?” While many milestone releases of products could be shown as the starting line, working simultaneously together on the same file is an attitude. It is different this decade than it was at any time before. While I still despise getting large documents via […]
Although none of us know the future, I believe we now have the opportunity to create it.
Vision for the future comes from a variety of sources. Clear vision and sources of inspiration can come from colleagues, friends, quiet time, struggling with an issue, conflict, relaxing on the beach or vacation, meditation or attending a religious ...