In this issue

AICPA_new 2019_1_.5b1fd9ff31925

September 17, 2019 

AICPA News: Sept. 2019

A roundup of news briefs relating to the American Institute of Certified Public Accountants.

leadership-551_11518933[1]

September 17, 2019 

The Carrot and the Stick

Conventional wisdom suggests the carrot has worked in the past, and young staff accountants devote their careers to chasing the carrot, angling to become a partner.

Garrett Wagner

apps_1_.5579ae7dbf023

September 11, 2019 

Apps We Love – Sept. 2019: Tutoring

Having been a college-level personal financial planning instructor at Education 2 Go (ed2go) for almost a decade, I can recommend the format, the interplay between instructors and students, and the variety of educational offerings.

Gail Perry

DOCUMENT_MANAGEMENT

September 11, 2019 

Do Your Best Document Management

It is hard to believe how much document management has changed over the last thirty years. Modern systems have far greater capabilities than those designed even ten years ago. Are you using your document management system (DMS) just like you have in ...

QB Sept 2019

September 9, 2019 

New! Receipt Capture in QuickBooks Online Drives Efficiency

With Receipt Capture, you and your clients can snap and store receipts digitally in QuickBooks Online to save hours of labor. Once receipts are uploaded to QuickBooks Online, they are automatically categorized and matched to transactions.

Automation_technology _.5558c5b706074

September 9, 2019 

Addressing the Fear of Automation

The tasks being automated aren’t what clients value. Does anyone truly believe that clients appreciate that your staff manually enters every number into a tax return or trial balance? Of course not.

Jim Boomer

hiring resume

September 5, 2019 

Avoid These 5 Hiring Pitfalls

Employers face hiring challenges in every business environment. Today, however, when the unemployment rate for accountants and auditors is just 1.5%, recruiting difficulties become even more severe.

Paul McDonald

Automation_technology _.5558c5b706074

September 4, 2019 

6 Process Improvement Considerations for CPA Firms

The accounting profession tends to overcomplicate processes and insert extra steps to ensure quality. Even if you’ve been through a process improvement initiative, unless you continually monitor the process and look for ways to improve it, these extra ...

Arianna Campbell

artificial_intelligence mind tech_1_.56e6c9c20bbbc

August 26, 2019 

How to Use Data Discovery to Forecast Your Firm’s Future

, regulatory changes and more demanding clients, and it’s understandable if you’ve had little time to consider what’s ahead. These are created when the array of software, solutions and subscriptions you’ve deployed don’t play well together. One function of your firm could be using a customer relationship management (CRM) solution to handle interactions with clients...…

Mark van Leeuwen

Automation_technology _.5558c5b706074

August 22, 2019 

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 for expansion, niche specialization ...

Roman Kepczyk