Category: Accounting Firm

How to Retrieve and Review Emails Sent from QuickBooks Desktop

In my last article, I showed you how to attach and send files, but there is so much more you can do—such as emailing sales forms, invoices, statements, and more—all right within QuickBooks. Today, I would like to go back to basics and show you how QuickBooks Desktop users can access and retrieve emails sent from QuickBooks.

How to Host Your Tax Season 2022 Debrief

Bracing For The Tax Season 2022 Extension After facing the unparalleled trials of tax season 2022, the upcoming tax extension season may cause apprehension for your staff. Your team needs…

How to Foster Long-lasting Client Relationships [5 Steps]

How Small-Business Owners can Benefit from Strong Client Relationships with Accountants One of the biggest complaints small-business owners have about their accounting firms is that accountants don’t develop client relationships…

‘Twas the Week After Deadline

We hope that everyone’s season wasn’t too hectic and that you are all enjoying well-deserved vacations. But for the rare few who may be looking at their laptops—here’s a light-hearted…

CPAFMA Digital Survey: Driven by Security Concerns, Accounting Firms Move to the Cloud

Accounting firms continue to move critical business applications to the cloud and off of in-house servers, the 2022 CPAFMA Digital Survey revealed…

How to Become a Digitally-Driven Firm

What Is a Digitally-driven Firm? To help define what it means to be a “digitally-driven firm,” let’s go back in time… In March 2020, most businesses transitioned to remote work…

2022 CPA Practice Advisor Thought Leader Meeting: 6 Takeaways for Firms

2022 CPA Practice Advisor Thought Leader Meeting: 6 Takeaways for Firms This past week, I participated in CPA Practice Advisor’s annual Thought Leader meeting alongside CPAPA’s “40 Under 40” top…

Cybersecurity: War in Ukraine Increases Likelihood of Russian Cyber Attacks

Katie got an unexpected day off work not long ago. It wasn’t the fun kind. The insurance brokerage Katie works for was shut down for a day by what was…

Bookkeeper vs. Accountant: What’s the Difference?

Most people would be hard-pressed to describe the difference between an accountant and a bookkeeper. While these financial roles share common goals, they support different stages of the accounting process. And no matter what, both professions should use cloud hosting technology to conduct business. Find out why here.

CPA vs. Accountant: What’s the Difference?

This article shares the key differences between accountants and CPAs. By the end, you’ll understand the basics of what it takes to become a CPA or accountant in order to make an informed decision about which will work best for your business.

Top Client Accounting and Advisory Service Resources of 2021

We’ve collected our top CAS-related articles from 2021 to help firms navigate the client accounting and advisory path. Read on to get all of the information you need to ensure advisory services offers will be lasting, long-term successes at your firm.

November: Goodbye Flashdrives and 9-to-5s; Hello Advancement

Overcoming technology challenges, accounting security advancements, fresh ideas from CPAPA’s 40 under 40—as one of this author’s favorite SNL characters would say: This month had everything. Get our wrap-up of top accounting articles from November, here.

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