Blog

Encourage a Learning Curve

Encourage a Learning Curve

All of us are aware that we are living in an environment of accelerating technological change and that if we can’t adapt our accounting practices to take advantage of these business and technological opportunities we will certainly find our firms at a competitive...

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7 Reasons Firm Workflow Should be in the Cloud

7 Reasons Firm Workflow Should be in the Cloud

With more than three decades of experience in the accounting profession, I have seen firsthand the impact that information technology has had on the tools and applications that we utilize, as well as the way we work and manage our firms. Below is a list of seven...

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Tax Season Debrief Considerations

Tax Season Debrief Considerations

One of the most effective ways to improve your firm’s tax processes and production is with the post-busy season debrief process. Whether done formally with a meeting or informally in combination with a survey, we suggest it be scheduled immediately after the tax...

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Accounting Thought Leaders Meet in Indianapolis

Accounting Thought Leaders Meet in Indianapolis

One of the most effective ways to improve your firm’s tax processes and production is with the post-busy season debrief process. Whether done formally with a meeting or informally in combination with a survey, we suggest it be scheduled immediately after the tax...

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Audit Technology Trends From 2019 CPAFMA Survey

Audit Technology Trends From 2019 CPAFMA Survey

Nearly 30 of the most influential thought leaders in the accounting profession gathered in Indianapolis March 11-13 for CPA Practice Advisor's 11th annual Thought Leader Symposium. The annual event included round table discussions of technology and practice management...

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How to Respond If Your Firm Is Hacked

How to Respond If Your Firm Is Hacked

I'm a tech guy. I run a 10-person technology firm near Philadelphia. We do a lot of tech work, but we mostly implement accounting and customer relationship management systems for small and medium-sized businesses.  We outsource the hosting of these systems to...

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