May 13, 2014
When I look back on my time in practice, some of the biggest lies I ever told myself related to shoebox clients ever getting more organized on their own. I always wanted to believe that the client wanted to have a more structured organization system for their finances.
Firm Management May 12, 2014
If you haven’t heard of the YOUtility concept, you are missing out on the most important marketing concept of the mobile age. YOUtility is a new way of marketing your firm’s services that enables you to become inherently and genuinely useful to prospects and clients.
May 12, 2014
Another busy season is under our belts and one of the most productive things a firm can do in the next few weeks is to take time to formally debrief the past few months, acknowledging what worked well and identifying where there were bottlenecks that could be improved upon.
May 12, 2014
Intuit takes a look back at Tax Year 2013 and projects what changes lie ahead for the tax profession and its products.
May 12, 2014
Late nights of tax filings and days dispensing client advice are easily worth your fees. But how about valueless hours spent tracking down documents, exchanging e-mails, or educating staff? Compounded across all your clients, engagements, and staff, imagine how it adds up. Is this what’s (literally) keeping you up at night?
May 12, 2014
Innovation and growth are directly linked, and it should be no surprise that the most successful accounting firms commit focus, time, energy, and money to innovative services, processes, and technology.
May 12, 2014
Most of the time in this column, discussion of the best or most promising technology tools is a primary source of interest. However, every once in a while a return to fundamentals is needed. One fundamental that has been consistently problematic for all size of firms is training. Frequently the need for training is either…
May 12, 2014
The latest issue of CPA Practice Advisor offers reviews, articles and columns focused on helping accounting firms be more productive and work more efficiently with their clients.
May 11, 2014
Leaders from RootWorks, LLC today announced the launch of the company’s new website, rootworks.com. The completely redesigned website features highly advanced education resources for both the accounting profession at large and exclusive resources for RootWorks members.
May 9, 2014
Intuit has entered into an agreement to acquire Lettuce, a start-up focused on helping product-based small businesses succeed by providing easy to use cloud-based solutions, including a robust inventory and order management system.
May 9, 2014
Moms are irreplaceable, of course, but how much is a mom's labor worth? Let's hope the IRS doesn't figure out a way to tax it.
May 7, 2014
A new, cloud-based system for streamlining accounts payable is now available to U.S. businesses. Yooz, which is designed and built for medium to large businesses is meant to help enterprises capture, manage and process financial documents without up-front investments or the need for IT experts.