Blog

7 Reasons Firm Workflow Should be in the Cloud

With more than three decades of experience in the accounting profession, I have seen firsthand the impact that information technology has had on the tools and applications that we utilize, as well as the way we work and manage our firms. Below is a list of seven...

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Tax Season Debrief Considerations

One of the most effective ways to improve your firm’s tax processes and production is with the post-busy season debrief process. Whether done formally with a meeting or informally in combination with a survey, we suggest it be scheduled immediately after the tax...

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Accounting Thought Leaders Meet in Indianapolis

Nearly 30 of the most influential thought leaders in the accounting profession gathered in Indianapolis March 11-13 for CPA Practice Advisor's 11th annual Thought Leader Symposium. The annual event included round table discussions of technology and practice management...

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Audit Technology Trends From 2019 CPAFMA Survey

The CPA Firm Management Association (CPAFMA) recently released findings from their 2019 Digitally Driven Firm Survey which points to accounting firms continuing to move forward in adopting the profession’s paperless best practices and tools. This survey has been...

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How to Respond If Your Firm Is Hacked

“Oh no, we’ve been hacked.” Words no one wants to hear, but a potential reality for accounting firms and their clients.  Because of the significant amount of personally identifiable information stored within CPA firms, every single one, regardless of size, is a...

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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...

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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...

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