Firm Management May 27, 2026
Executive Summary: ==-== The accounting profession is built on people and relationships, but it can be easy to lose sight of that, especially in the midst of a busy tax season. Churning through work often leaves little time for personal interaction with clients. Paradoxically, technological solutions including AI tools can help bring the focus back...…
May 27, 2026
May 27, 2026
November 4, 2020
Founded in 1984, Rossi’s mission to render quality service, provide a personalized yet objective approach in assessing all issues, and a genuine interest in the prosperity and success of clients aligns with BPM’s brand promise of Because People Matter.
November 4, 2020
As the data digitization of tax now moves into its third phase, we are seeing clear gaps emerge related to the massive assets counted under the header of Tax Credits & Incentives (C&I.) So many organizations fail to appropriately prioritize C&I that ...
November 4, 2020
The two-hour event will provide insight into the future of accounting firms, everyday innovation, tools to grow accounting practices through innovative approaches, and Canopy’s roadmap.
November 3, 2020
Now more than ever, finance chiefs and their teams are looking to technology to redefine finance management, freeing up time from manual tasks to focus greater attention on analytical matters. Yet, given the vast array of existing and emerging ...
November 3, 2020
During the last half of this year alone, we've seen outages from Microsoft, Wolters Kluwer, Intuit, and many other applications that are critical for our profession. Are they only ones? Certainly not! If we look back two years, the list becomes onerous.
![Teampay_01[1]](https://www.cpapracticeadvisor.com/wp-content/uploads/2020/11/Teampay_01_1_.5fa027f895aaf.png)
November 2, 2020
Teampay will leverage these funds to accelerate go-to-market and customer acquisition, where it has been experiencing significant traction. The company has an aggressive roadmap for new product and feature launches that will further increase its ...
November 2, 2020
Why the escalating cybersecurity threats for finance and accounting firms? For one, you likely have sensitive customer data, in addition to key information about their employees, vendors and customers.
November 2, 2020
Despite the challenges, 63 percent of businesses say they have ample cash reserved to survive the remainder of the pandemic; and 72 percent agree they have the resources to implement and enforce measures to keep employees and customers safe and ...
November 2, 2020
A critical factor in deciding what software to use is determining how well the software in question will facilitate record keeping for completed and ongoing work in your company. An essential component at all business levels, especially the managerial ...
October 30, 2020
The report, The Role of Auditors in Company-Prepared Cybersecurity Information: Present and Future, provides an overview of the types of company-prepared information stakeholders and companies are using to disclose cybersecurity risks, the current role...
October 30, 2020
Through this partnership, Xendoo’s clients can now leverage Biller Genie’s software to improve cash flow and reduce administrative work, taking the stress out of bookkeeping and helping them focus on growing their businesses.
October 30, 2020
The platform is proven to save hours of manual work for any tax planner, instead of going through and painstakingly selecting tax strategies for their clients by researching and then calculating manually. TaxPlanIQ streamlines this process as you can ...