Firm Management June 11, 2026
How a Small CPA Firm Cut Client Onboarding Time in Half and Built a More Scalable Advisory Practice
One of the most immediate benefits appeared during client onboarding.
Firm Management June 11, 2026
One of the most immediate benefits appeared during client onboarding.
November 22, 2015
This year, the President’s Council of Economic Advisers estimated that non-fiduciary advice costs Americans 1 percentage point of their return annually, which amounts to $17 billion each year.
November 22, 2015
The campaign -- which will continue through the April tax deadline -- was announced today at an event hosted by the Federation of Tax Administrators, comprised of state revenue departments across the nation. The effort is part of the Security Summit ...
November 19, 2015
In a nationwide survey on the state of small business in America, Bill.com found that entrepreneurship is alive and well in the United States. According to the survey of current and aspiring business owners, 90 percent reported that entrepreneurship ...
November 19, 2015
Accounting professionals are increasingly finding their services to be commoditized, leading to reduced revenues and profits. Accountants understand the importance of altering their pricing model to one that sets prices based on the value the client ...
November 19, 2015
A recent survey conducted by the Information Technology Alliance (ITA), an independent membership association of leading mid-market technology professionals, consultants and product/service providers in North America, confirms that CPA Firm CIOs plan ...
November 19, 2015
Each year, CPA Practice Advisor recognizes women professionals who have had the most impact on the profession, whether through day-to-day client service as a partner or senior member of an accounting practice, or by mentoring and guiding others.
November 18, 2015
The latest feature for Certify Mobile version 1.0.54, tip assist offers three easy ways to add gratuity amounts for meals, taxi, and other expense items that include tips. Users can enter the tip amount directly, add it as set percent of the base ...
November 17, 2015
My FirmFiles helps accountants by making it easy to serve clients effectively. “Being able to securely and instantly transfer or store files allows accountants to spend less time on administrative tasks and more time handling billable work, ” said Bob ...
November 17, 2015
Nearly six in 10 respondents (58%) cited spending time with family in the evenings as crucial to their effectiveness as a business owner, and more than half (53%) said it’s important to keep their weekends free for loved ones.
November 17, 2015
Turkey and taxes. The U.S. has a long history of both. And in 2010, the two converged in Virginia as part of an annual Thanksgiving tradition where tribal and state leaders pay homage to a more than 330-year-old treaty: then-governor Bob McDonnell was ...
November 17, 2015
This partnership gives EPiServer the ability to bring indirect tax automation to its growing customer base in Europe and the United States. Avalara’s service allows businesses of all sizes to stay current with constantly changing rates and rules ...
November 17, 2015
Thomson Reuters recently announced the winners of the second annual Taxologist Awards, a program that recognizes exceptional tax departments and professionals who positively impact their organizations by embracing tax technology.