Category: Accounting Firm

How to Manage Workload Compression with Your Firm’s Accounting Solutions

More CPA firms were concerned with managing the consequences of workload compression than keeping staff and clients updated on the newest tax law changes according to the 2019 Post-Tax Season…

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…

How to Find and Serve Ideal Clients for Your Accounting Practice

I grew up sailing off the shores of Savannah GA, and as a sailing family, we were in a constant battle against barnacles. In case you haven’t heard of this…

Thinking About Merging With Another Accounting Firm? Better Think About This Too!

[et_pb_section][et_pb_row][et_pb_column type=”4_4″][et_pb_text] 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…

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…

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…

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…

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….

What’s for Dinner? Blockchain and Artificial Intelligence!

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…

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…

Emerging Accounting Trends from Accountex 2018

Last week, the annual Accountex event was held in Boston. As a local company, we were happy to sponsor the event and host multiple key speaking sessions. In these sessions…

The History of Self Service Accounting and Where It’s Going. Are You Keeping Up?

A short history of self service in accounting. Ready?   1978: A small business owner has her bookkeeper log cash transactions in a One-Write manual entry system. Payroll is done…

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