Thinking About Merging With Another Accounting Firm? Better Think About This Too!
The economy’s good. Interest rates are still relatively low. Tax rates are attractive. Baby boomers are eyeing retirement. So it’s not surprising that a lot of partners of accounting firms – both large and small – are looking to expand, making strategic investments or...
read more
Let’s Practice What We Preach This Tax Season
Accountants are well-versed in providing clients with advice on how to best prepare for tax season—gather receipts, list income sources, consider added IRA contributions...be organized and prepared in general. We can rattle off tax-preparedness guidelines in our...
read more
Four Big Enhancements That Will Make QuickBooks 2019 Users Happy
Intuit recently released QuickBooks 2019 (QB2019) with lots of new and powerful features. If you - like me - are a fan and a user then you're going to be happy with the new version. I like these four big QuickBooks enhancements. For starters there's better inventory...
read more
5 Rules For Making Your Tax Accountant Into Your Tax Partner
As a CPA one of the biggest complaints I hear about others in my profession is one of complacency. "My accountant doesn't seem to know my business," one business owner told me. "I don't think she's saving me enough on taxes," others have said. One friend of mine seems...
read more
Reduce Your Liability by Keeping Your Clients’ Data Secure
While accounting firms have made great strides to embrace technology and provide clients with premium, on-demand services, there is still work to be done in the area of data security. Online ecosystems certainly foster an ease of doing business, but just as important...
read more
Blockchain, Artificial Intelligence and What’s for Dinner
What does dinner have to do with Blockchain and Artificial Intelligence? the level of importance they have in your mind. If you have a relatively standard eating cycle, eating dinner takes precedence over other tasks on your to-do list. Not eating has an immediate...
read more
Securing Your Business in the Wake of A Storm
When preparing for a natural disaster, such as the impending land fall of Hurricane Florence this weekend, there are essentials that come to mind. Water, food, non-perishables. Tax advisers along with the Internal Revenue Service (IRS) remind businesses of some other...
read more
Benefits of Hiring Outside Your Geographical Area
In the past, employees were hired, worked, and retired from the same company. They punched the clock at the same location each day, like clockwork. Similar to many aspects of business, the nature of the “work environment” is changing. Hiring outside your geographical...
read more
Roman Announced as a Top 100 Most Influential People in Accounting
Accounting Today released it's 2018 "Top 100 Most Influential People in Accounting." Each year, Accounting Today names the top 100 “thought leaders, visionaries, regulators, and others who are shaping the profession.” Our own Director of Consulting, Roman Kepczyk, was...
read more