In this issue
Accounting April 21, 2022
How Robotic Process Automation Tools Work
Many RPA solutions are designed to be used by business users like accounting professionals, and while some tasks will still require the assistance of an IT professional, with some training, these “low-code/no-code” tools can bring the power of ...
August 20, 2019
5 Marketing Tips to Attract Construction Clients
If you have a large repository of returning customers and referrals, you may not feel like you need to focus on lead generation. But, even regular clients can stop coming back. So, rather than resting on your laurels and letting the competition gain ...
July 16, 2019
Leveraging the Four Cs to Automation and Advisory
When we ask practitioners why they continue to focus their efforts on transactional and compliance services, we find that most feel they don’t feel comfortable providing performance- and strategic-based advisory services because their experience and ...
July 15, 2019
2019 Review of Point-of-Sale Systems
Today’s point of sale systems have evolved immensely from those original cash registers, with touch screen monitors, scanning devices, and the ability to seamlessly accept debit and credit card anywhere now the norm.
July 12, 2019
2019 Review of Small Business Accounting Systems
While the sole proprietor or small business owner may not realize their impact on the U.S. economy, small businesses account for 55 percent of all jobs in the U.S. Since 1982, the number of small businesses has risen 49%, with no signs of slowing down. While some of these small businesses will never grow past...…
July 12, 2019
Transform Your Thinking on Serving the Construction Industry
Accountants in the construction industry often approach me and ask for tips and tricks pertaining to working for this challenging industry. TIP 1: Be sure that you are aware of the differences between types of construction companies and the greatly varying compliance and analysis needs that can exist among them. Start by clarifying the type...…
July 12, 2019
It’s Time to Take a New Look at Your Tax Practice
If you’re a tax practitioner, you might have started worrying that some of your practice might become automated in the future, thus rendering some of the work you do unnecessary. Have you given any thought to what you might do if that occurs?
July 11, 2019
How to Expand Your Firm’s Services by Offering Personal Financial Planning
If you’ve been in practice for a while, you probably have a roster that includes many long-time clients. Over the years, clients may have approached you for your thoughts on their plans for retirement or the best way to plan their child’s education.
July 11, 2019
How Will AI and Automation Change Workers’ Jobs?
With frequent articles and commentary on how artificial intelligence, automation and a variety of bots are reshaping many professions, how worried are American workers that they will lose their jobs as a result of these technologies?
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July 10, 2019
5 Ways to Maintain a Positive Attitude for Change
It’s unfortunately all too common: a firm is anticipating change and knows they’ll face resistance from certain people, recognizes the challenges they’ll face and automatically assumes they’re going to fail.
July 9, 2019
Apps We Love July 2019: DIY/Construction/Home Repair
In conjunction with our niche practices feature this month on construction, we decided to survey members of the CPA Practice Advisor community to see if they have any apps to recommend in this genre. We picked up some recommendations and then found ...
July 9, 2019
AICPA News June 2019
The National Association of State Boards of Accountancy (NASBA) and the American Institute of CPAs (AICPA) are seeking public comment on proposed revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).
July 8, 2019
Remote Work: It’s Time
Remote work no longer counts as an innovative perk. Nor is it something that is going to fade away like carrying around large trunks with paper audit files.
July 2, 2019
Is Paid Family Leave Taxable?
Many states use FMLA rules as a guideline when creating their paid parental leave regulations. However, paid family leave rules differ from state to state. For example, states set varying reasons employees can take time off for. PFL requires employers ...
July 1, 2019
Innovation for Small Firms on a Budget
How to Select and Test Software for Increased Productivity and a Better Customer Experience
June 24, 2019
3 Tips to Organize and Strengthen Your Client Relationships this Summer
In order to do just that, you need to put yourself in a position to build on your existing client relationships — not tear them down. Use these three steps to plant the seeds of good rapport this summer — and watch as your client relationships blossom into flourishing partnerships during the second half of...…
