Category: Accounting Firm

The findings are obvious. If your firm is not embracing the expansion of Client Accounting and Advisory Services (CAAS) within your practice, you are missing out on a huge growth…

Bare minimum Mondays. The three types of fraudsters. QBO intricacies. February’s accounting news topics ranged, to say the least. But whether you’re interested in learning if your firm needs a…

Each February, the CPA Consultants’ Alliance (CPACA)—a consortium of 15 leading consultants focusing on the accounting profession—meets to discuss how to improve the profession. During this meeting, alliance members ruminate…

This isn’t your typical “What are the best books for accountants to read?” post.  Sure, I’ll be sharing the obvious reads. I’ll also be suggesting books (and online publications) that…

Running an accounting practice is challenging. There’s the ever-growing volume of client work while trying to keep up with legislative changes. Grinding through deadlines never ceases—and the push to expand…

The number of young college graduates choosing to become accountants is shrinking. As demand for accountants shows no signs of abating, that’s a problem for firms and to the future…

Tax season 2023 launches today…and for most tax professionals, it carries a combination of excitement and dread. While the energy gained from meeting with—and helping—clients keeps us jazzed about the…

Some things about a new year are almost inevitable: resolutions, a post-holiday hangover and predictions for what will happen in the year to come. You’ll have to decide how to…

Just recently, I was thinking back over the years. It’s astonishing to me that the world looks so significantly different than it did just a few years ago. Artificial intelligence…

Let’s debunk the myth here and now: Tax transcripts aren’t just for tax professionals.  Every client you have is a taxpayer. The IRS has been making efforts to increase its…

Hosting your firm’s desktop applications not only delivers all the benefits of cloud computing, but it can also contribute to the growth of your firm. The positives of cloud-computing services…

It’s not news that we’re in an inflationary period. We don’t need to go into the reasons why. The fact is that both producer and consumer price increases are at…