In this issue
Accounting October 26, 2022
CPA Practice Advisor Announces “40 Under 40,” and “20 Under 40” Award Winners
The awards recognize 40 professionals who are under 40, and have emerged as future leaders in the profession, and 20 who are leading the development of technology, education or services that enhance the profession.
Firm Management October 12, 2022
Cyber Insurance Changes to Plan for in 2022
No modern firm can operate without some risk of a cyber-attack or data breach. And most firm leaders understand the importance of carrying cyber liability insurance.
Accounting October 10, 2022
What’s for Dinner?
Try thinking about what changes you would like to make to your business or your regular routine, and use the concepts presented here to move forward.
October 6, 2022 Sponsored
New! Intuit Tax Advisor Delivers Innovative Tax Planning and Tax Strategies
With the integration between Lacerte and ProConnect Tax, client data is automatically mined to bring significant time savings to your practice and more accurate tax projections for your clients.
Technology October 6, 2022
Here is How to Thwart Cyber Thieves Coming For Your Data
While challenges persist, remote workers can keep data secure by following these nine key tips.
Advisory October 5, 2022
Cyber Insurance for Accounting Firms: Coverage Options and Provider Expectations
Many insurers are demanding more from firms in terms of cyber resilience, so firms should expect rigorous questioning about their cybersecurity protocol when they seek coverage.
Small Business October 4, 2022
Get Your C-Suite on Board with Technology
It can be an uphill battle getting the C-suite on board with new technologies, despite the benefits they can bring to a business.
Firm Management October 3, 2022
Data Security: What Could Go Wrong?
At the end of the day, cyberattacks can have a detrimental impact to firms. Don’t wait until it’s too late to develop an effective data security plan.
Firm Management October 3, 2022
5 Alternative Work Schedules to Replace Your 9-to-5 & Make Your Firm Happier
Many workers have begun to demand more flexible work schedules. Those with families generally want the option of working from home at least one day a week.
Accounting September 30, 2022
2022 Digital Security and Cybercrime Update
In 2021, cybercrime cost U.S. businesses more almost $7 billion, yet today, only 50% of U.S. businesses having a cybersecurity plan in place.
Accounting September 29, 2022
Finance Professionals Offer Powerful Defense Against Cybersecurity Threats
The 2022 AFP Payments Fraud and Control Survey found that 71 percent of organizations were victims of payments fraud attacks or attempts last year.
September 28, 2022
Who Actually Qualifies for the Employee Retention Credit?
Even companies that have claimed the ERC may want to review their documentation of qualification for the credit.
Accounting September 28, 2022
Five Easy Ways to Keep Client Data Safe
Your clients have put your trust in you and your firm. Make sure that you’re offering the proper safeguards for keeping their data safe.
Firm Management September 26, 2022
Your Firm and Your Cloud
You must be thoughtful about your strategy and tactics, carefully choosing your technology stack and where you spend your time.
Firm Management September 22, 2022
4 Steps to Successfully Implement and Manage Change in the Workplace
Even with the most adaptable of employees, change management takes time, dedication and, above all, repetition.
Firm Management September 21, 2022
The Case for Putting Digital Transformation at the Top of Your To-Do List
The way we do business is shifting as a new generation of accounting professionals takes the reins in the workplace and prepares to serve a new generation of clients.
Firm Management September 21, 2022
Boost Firm Efficiency With Proposal Software
Rather than manually writing each proposal or taking bits and pieces of Word documents of previously-crafted slide decks and creating new documents, leverage a proposal software tool.
Firm Management September 21, 2022
Struggling to Recruit Top Talent? Start Re-Recruiting!
Virtually every manager has been asking themselves the same question: How can I keep my best employees from leaving?
Firm Management September 21, 2022
Are You Constantly Putting Out Fires at Your Firm? Here’s What to Do
Implementing communication policies, setting expectations, and balancing your workload can help minimize the stress on your team and prevent future problems.
Firm Management September 15, 2022
Exploring New Roles and Positions in Your Firm
Our focus can’t be solely on education, experience or letters after a name, but on who can do the work that needs to be done.
September 15, 2022
Why Tax Professionals Need an Anti-fragile Mindset
Everyone knows the saying “hope for the best, prepare for the worst.” As tax professionals, we actually have to take this mindset a step further.
Payroll September 13, 2022
Review Your Exempt Employees: Manager and Supervisor Pay
An increase in the salary threshold is virtually certain, even if delayed by court action. Here are some issues that proactive employers should be...
Small Business September 8, 2022
Converting an S Corp to a C Corp
Whatever structure your clients launched with, at some point, for various reasons, changing structures may become a valid consideration.
Firm Management September 5, 2022
A New Way of Working
Being a leader right now isn’t easy. It can be challenging to recognize how employees want to work and make their wishes a reality while serving clients and meeting firm goals.
September 2, 2022 Sponsored
QuickBooks Online’s Business View: Simple, Efficient, and Personalized
When it comes to your practice, and keeping clients happy and set up for success, you need a system that not only saves time and ...
Firm Management September 1, 2022
6 Ways To Attract & Retain Talent Within Your Accounting Firm
Firms must create an environment where the team feels valued to retain outstanding employees. This means providing them with ...
Firm Management August 26, 2022
Boost Your Firm’s Local Google Ranking With This Single Tip
If you have a Google Business Profile – it’s free – this single tip can boost your local listing to the top of the search page rankings on mobile and desktop.
August 24, 2022
Struggling to Find Talent?
There are actions you can take today to kick-start the process of finding and hiring talent. Consider these five tips.
August 24, 2022
How to Speak to Your Clients About the IRS
There are several factors that explain how the IRS has failed to meet their commitment to service for the American people.
Firm Management August 22, 2022
Why CPAs are the Rock Stars of the M&A Process
Financial leaders on both sides of the M&A deal infrastructure must be trained and have strong success in understanding the steps, pace and all deliverable expectations.
Small Business August 17, 2022
Streamlining AP Automation Implementations for Faster Time-to-Value
People are more likely to embrace new technology if there’s something in it for them. Play up the ways automation will make the AP team’s work easier and ...
Firm Management August 17, 2022
Overcoming Stakeholder Challenges to Adopting New Technology
The best way to get your staff onboard with a planned tech adoption is to incorporate the principles of a strong change management approach.
Accounting August 15, 2022
How to Appropriately Handle Conflicts of Interest
The AICPA is offering a revised code on conflicts that may arise, with expanded guidance for CPAs in public practice as well as those in private business.
