Category: CPA

Is your CPA firm still using a .com domain name? It might be time to think about switching your online presence to a .cpa domain. The .cpa domain kicked off…

Seven months after its initial October 5, 2021 release date, Microsoft has designated Windows 11 “ready for broad deployment” on personal computers meeting minimum system requirements (listed below). Like all…

Why Fighting Spear Phishing is Critical to Preventing Data Breaches It’s a cautionary tale as old as email itself: A customer sends you an email asking for a referral to…

Client Data Protection is Mandatory As if data security weren’t already important enough, firms must follow specific IRS rules for keeping client information safe. That’s why the IRS defined the “Security…

The COVID pandemic highlighted the fact that remote work can make individuals more productive and firms more profitable when properly implemented. This has led to many firms allowing some form…

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 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…

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…

I recently flew to the AICPA’s headquarters in New York City to attend the annual New Horizon Group (NHG) think tank. New Horizon Group (NHG) is comprised of a dozen…

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

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…

A Few Weeks Ago, I Participated in the CPA Consultant’s Alliance (CPACA) Forum. The CPA Consultant’s Alliance (CPACA) “is a working group of thought leaders united in their efforts to…