In this issue
August 27, 2021
How to Launch People Advisory in Your Practice
Accounting firms across the country are regularly evaluating new opportunities to launch additional services in their practice. Whether it is launching a traditional service like tax, audit or accounting services, or launching complementary services ...
July 7, 2021
Apps We Love – July 2021: Summer Reading
Planning your summer activities often includes pulling together a summer reading list. We surveyed several members of the CPA Practice Advisor community to find out what they are looking forward to reading this summer, or what they recommend for others...
July 7, 2021
Client Experience for Today – Client Advisory Services
Few topics are as near and dear to me as Client Advisory Services. Those of you who have followed both my teaching career around the world for decades, and this column for almost 20 years, know that I’ve tried to bring you the latest in software and ...
July 7, 2021
10 Content Development Hacks for Small Firms
If I were to ask you, “Where does content development and marketing efforts for your website rank on your to-do list?” How would you respond? Is it even on your to-do list?
July 6, 2021
Dress Code 1,2,3
Now when it comes to dress code in the workplace, you cannot fall back to one single answer, you need alignment. This means before you take a generic workplace and virtual meeting policy you find online and deploy it where you work, stop and think ...
July 5, 2021
How to Decide and Pitch Your Firm’s CAS Pricing
Pricing your Client Accounting Services (CAS) offering correctly to ensure reasonable profitability (and to ensure your clients feel value to price balance) is a major decision you will make in your CAS practice.
July 5, 2021
How to Create a Comfortable Return to the Office
Many firms are returning to in-person work, but it’s not so simple as flipping a switch and going back to normal. You have to be mindful of your customers and clients’ needs and desires to create the safest and most agreeable experience for all.
July 1, 2021
How a Hybrid Work Model Can Help Your Team in the New Normal
The last year-plus has been tough on everyone, so don’t be surprised if your employees are worried about returning to the office — in whatever form it takes. This is where leadership matters. Go to your team with a clear plan and a positive ...
June 30, 2021
Where Have All the Workers Gone?
The success of the ongoing Coronavirus vaccination program, with about one half of the U.S. population already vaccinated, and the dramatic drop in hospitalizations and positivity rates support the conclusion that the pandemic is all but over.
June 30, 2021
Expand Your Practice with Advisory Services
If you’re looking for ways to expand your practice, adding advisory services is a great place to start. When coupled with annual tax planning and preparation services, the addition of advisory services can benefit both your clients and your firm...
June 30, 2021
4 Essentials of Process Improvement
Process improvement shouldn’t be something you did; it should be something you’re doing. It demands continuous improvement — always looking at how your processes could be better. Technology, client demands and even the expectations of our internal ...
June 28, 2021
AP Automation is Taking Off in Small and Mid-Sized Businesses
Last year was a wake-up call for businesses trying to run back-office operations. While in the past many were able to do this manually, when the pandemic hit, it quickly became apparent that approach was untenable. Nowhere was the pain felt as ...
June 28, 2021
AI’s Growing Influence Over CPA Services
With change to any industry comes new opportunities and threats. How you and your firm navigate the pros and cons of innovation will ultimately determine your success.
June 21, 2021
Creating a Better Client Experience Through a Better (AI-Powered) Work-to-Cash Cycle
Clients want a better billing experience. With AI-powered billing, you have the ability to make that billing experience delightful rather than dreadful – yes, delightful. In the process, you’ll measurably improve your firm’s financial health.
June 16, 2021
Mindset Shifts That Lead to Positive Business Outcomes
In the tax and accounting profession, it’s natural for us to focus on the concrete - the numbers, the client emails and calls, the compliance forms, etc. What may be less natural to some is making soft skills just as important.
June 14, 2021
Essential Steps to Transition into Advisory Services
Now is the perfect time to make those business transitions you’ve been putting off. Like your spring cleaning, it can feel like a daunting task to make significant changes to your business model. You could say “my clients wouldn’t like a transition” or...
June 11, 2021
5 Ways Automation Elevates Your Accounting Department
Technology has become a significant part of our lives in today’s world. It changes how we shop, communicate with friends and family, and how we work. By implementing the right technology into your accounting department, your team can work smarter and ...
June 1, 2021
Providing Clarity Around SEC Statement On SPAC Warrant Accounting
Find out why the recent guidance from the SEC on how SPAC warrants are classified requires careful consideration of the specific facts and circumstances for each entity and each contract.
