Category: Accounting Firm

Coronavirus: Email Scammers Look to Capitalize on Panic

This post was written by Brian Rae, director of IT/security at Right Networks  As if the trial of being shut in at home and worrying about friends and family weren’t…

Postcards From the Road – CPA Consultants Alliance

The CPA Consultants Alliance held their annual working group meeting this week in Scottsdale, Arizona where they swarmed around solutions regarding the transformation of the Accounting Profession towards Client Advisory…

How to fight phishing at your accounting firm

Phishing attacks are consistently listed as one of the top cyber threats impacting CPA firms. They are most often malicious emails containing malware, viruses, and/or links to unscrupulous websites that…

The Right Byte – Choosing the Best Accounting Software

On this episode of The Right Byte, Gene Marks provides some tips for choosing the right accounting software for your specific needs! Marks highlights the three things you should consider…

IT Considerations in Mergers & Acquisitions

Merging or acquiring another firm is one of the most effective methods of growing an accounting practice.  Potential candidates are usually vetted based on partner and practice compatibility, desired location…

CPAs Should Audit Their Cloud Providers’ Licensing

When it comes to assisting their clients, CPAs are famous for being meticulous, which likely prevents them from being as meticulous when it comes to their own affairs. One thing…

The One Reason Why HR Software Is A Worthwhile Investment

The Human Resources software industry – which include popular cloud-based applications such as Zenefits, Namely, BambooHR and Gusto (as well as those provided by big payroll service companies like Paychex…

Your Path to Client Accounting and Advisory Services

Most of the firms we have consulted with in the past two years are experiencing the most successful and profitable years in their history. The majority would say they have…

How Small Firm Tech Strategy Can Mirror Large Firms

Roman Kepczyk has spent 23 years working with some of the largest accounting firms in the US to help them select and implement technology. Now, as the Director of Firm…

Bringing the Digital Workforce into Client Services

The accounting profession is abuzz with talk of technology automating the routine aspects of accounting services, which in turn promises to free up availability for CPAs to work on the…

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…

person sitting at computer reading a paper document

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