Firm Management August 31, 2026
How Accounting Firms Can Protect Against the Rising Threat of Vishing
Accounting and CPA firms hold exactly the kind of data that makes them an attractive target.
Firm Management August 31, 2026
Accounting and CPA firms hold exactly the kind of data that makes them an attractive target.
September 16, 2019
Only 72% of organizations have a formal T&E policy in place. Of these, 58% report that their travelers’ understanding of their T&E policies is, at best, “decent—but in need of improvement.”
September 16, 2019
Celebrating its 20th anniversary, the 2019 TeamMate User Forum will be held at the Gaylord Rockies Resort in the US and will focus on intuitive & innovative approaches that internal audit professionals need to thrive in a world of change.
September 16, 2019
The K2 Annual Quality Awards are in their 18th year and among the most well-respected and longest-standing awards in the accounting industry.
September 16, 2019
The William (Bill) Ezzell Scholarship program provides a one-time award of $10,000 to five outstanding accounting Ph.D. candidates who demonstrate significant potential to become mentors for the next generation of CPAs. The scholarship honors the late ...
September 13, 2019
The Doc.It portal is a secure web-based gateway that allows firms and clients to share, sign and manage financial statements, tax returns, invoices and other documents. The Doc.It portal was designed to help firms address three key ...
September 13, 2019
In a world where consumers expect convenience at the tap of their finger and efficiency is the order of the day, a new kind of accounting is beginning to take shape. Instead of completing tasks through individual, discrete customer interactions ...
September 12, 2019
While the leader/team member structure doesn’t have the comprehensive reach of a parent/child relationship, leaders all too often adopt a “do as I say, not as I do.” As a leader, you may not be held accountable for your mistakes and misjudgments.
September 11, 2019
It is hard to believe how much document management has changed over the last thirty years. Modern systems have far greater capabilities than those designed even ten years ago. Are you using your document management system (DMS) just like you have in ...
September 10, 2019
If your firm is targeting educators and tutors as a new industry vertical, or looking to expand its opportunity within this vertical, here are some marketing tips.
September 9, 2019
The tasks being automated aren’t what clients value. Does anyone truly believe that clients appreciate that your staff manually enters every number into a tax return or trial balance? Of course not.
September 6, 2019
The studies revealed that 82% of professionals feel well-informed about what they should be making in their current position, and 73% say they’ve checked their salary against market rates through online resources, salary guides or job postings in the ...
September 6, 2019
As digital transformation reshapes businesses, organizations seek technological proficiency across a range of financial roles. Companies, however, struggle finding professionals with this expertise, new research from staffing ...