Tax Season Debrief Considerations

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...
Accounting Thought Leaders Meet in Indianapolis

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...
How to Respond If Your Firm Is Hacked

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...