Technology

apps

April 18, 2019 

Apps We Love April 2019 – Shipping & Mailing

Do you ship packages? Do you struggle with verifying zip codes? Do you need tracking information? Do you fret over delivery delays or lack of real people to answer questions? We’ve surveyed the CPA Practice Advisor community as well as various shipping options on the internet and have found some tools that you might find...…

Gail Perry

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April 16, 2019 

Creating Structure Around Innovation

The innovation process within firms is often chaotic and uncoordinated if it exists at all. While it’s true that innovation is messy, leaders cannot expect to merely tell people the goal is to be innovative and expect amazing things.

Jim Boomer

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April 16, 2019 

Optimization vs. Transformation

Bringing in technology to optimize what your firm already does will not somehow transform your business model. So let’s take a look at the differences between optimization and transformation.

Arianna Campbell

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April 16, 2019 

Loving to Learn

If the way millennials view learning wasn’t enough to get you to rethink your focus on learning, a study in 2017 by Deloitte revealed that learning and development is the #2 topic on the minds of CEO and HR leaders, so clearly these millennials are ...

Garrett Wagner

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April 11, 2019 

3 Expense Policies You Should Consider Revisiting

Many T&E policies we’ve seen are outdated. More often than not, these policies were either put in place when the company only had a handful of employees traveling or they were based on industry standards that haven’t been revised in over a decade.

HuronHouse3_CreditChristianGiannelliPhotography

April 11, 2019 

Post Tax Day Getaways for CPAs and Tax Pros

Tax season is almost over… a few more 20 hour days, and most tax-focused professionals will have the chance to take a well-earned vacation. Whether you want to recharge by relaxing or engaging in exciting activities, there are many options specifically tailored to help you recharge. Better still, a few lush resorts offer special discounts...…

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April 11, 2019 

Avalara Announces RSM as Diamond Sponsor of CRUSH19 in Huntington Beach

RSM US LLP, a national accounting, audit, tax, and consulting services firm, will join the Avalara CRUSH19 sales tax conference as the event’s Diamond sponsor. Avalara is a provider of tax compliance automation software for businesses of all sizes. This year’s event, themed The Path Forward for Tax Compliance, will take place May 8–10 in...…

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April 10, 2019 

Tax and Finance Execs Open to Automation

Approximately 60% of respondents polled during a recent webcast by the firm said they would be willing to adopt technology within their organizations to automate repeatable tasks; however, 94% reported they were either not currently using (67%) or are...

practice engine

April 9, 2019 

Practice Management: Retaining Clients for Life

The modern age of the practice management system is here, and it’s offering accounting firms more efficiencies than they have ever had in the past. A practice management system goes beyond time entry into managing the complete life cycle that is your client relationship. This is the driving factor behind Practice Engine, along with the...…