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.
April 18, 2019
Using Worldpay’s acquiring platform, Wave’s new Instant Payouts feature integrates Visa Direct, Visa’s real-time push payments solution, into Wave’s comprehensive small business accounting offering, enabling faster access to money earned.
April 16, 2019
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.
April 16, 2019
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.
April 16, 2019
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 ...
April 16, 2019
Launched in the summer of 2018, OnPoint PCR addresses industry trends, allowing firms to comply with standards, manage their engagements efficiently, while also providing firms with the impetus to adapt the latest technology.
April 16, 2019
This is the 15th annual edition of the Readers’ Choice Awards. Once again, we have invited our readers to help us spotlight the technologies they most respect and trust to help them run their firms and provide client services.
April 11, 2019
Many T&E policies we’ve seen are outdated.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.
April 11, 2019
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...…
April 11, 2019
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...…
April 10, 2019
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...
April 9, 2019 Sponsored
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...…
April 8, 2019
Thanks to a confluence of factors including budget cuts for the IRS the odds of being audited by the IRS had dropped from 1 in 90 at the peak in 2010 and 2011 to around 1 in 160 last year. The actual number varies from year to year but the official ...