April 1, 2021
From the April 2021 Issue. When did collaboration become a “must have?” While many milestone releases of products could be shown as the starting line, working simultaneously together on the same file is an attitude. It is different this decade than it was at any time before. While I still despise getting large documents via...…
March 18, 2021
It’s tax time and, be it virtually or in person, we’re meeting with many of our clients. In some cases, it’s the only time all year we will hear from them. We need to gather the appropriate financial information so that we can prepare their tax ...
March 17, 2021
We got into this profession to help our clients achieve their goals and grow their businesses, and even if most of your work involves individual returns, there are still personal goals to meet. It’s time to put your advisory services hat on ...
February 17, 2021 Sponsored
Address client needs in a changing world
February 17, 2021 Sponsored
The five key ingredients for success
February 10, 2021
Many of the professionals surveyed noted that they were forced into a de facto business advisor role during the onset of the pandemic, as clients sought advice about everything from applying for Paycheck Protection Program loans to how to manage their ...
February 8, 2021
Fieldguide’s cloud-native platform augments the expertise of practitioners with a flexible workflow automation engine across cybersecurity and regulatory standards such as SOC 2, NIST CSF, ISO 27001, SOX404, and PCI DSS.
February 5, 2021
Although none of us know the future, I believe we now have the opportunity to create it.
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January 5, 2021
Clients often consult their certified public accountant when considering selling a business. Conducting business valuations, proposing deal structures and outlining potential tax consequences are valuable skills.
January 4, 2021
The accounting industry is becoming increasingly competitive. Luckily, there is still a tried-and-true strategy your firm can implement to win in a competitive market.
December 11, 2020
,” which identified the services clients most valued from their accountants. The report was based on survey responses of more than 650 accountants and business professionals across the country. Growing as an accounting firm requires identifying and understanding the services your client base most wants and needs. Among small businesses, the biggest pain points consistently...…
December 9, 2020
CPA firms reaffirmed their value to small business clients in 2020, even as they reshaped the way they deliver their services, said Erik Asgeirsson, president and CEO of CPA.com.