In this issue
August 20, 2017
August 2017 Accounting & Audit Channel
Miscommunication plagues even the most established global businesses. Without proper and effective communication tactics, a team comprised of top tier talent will eventually fall flat and miss the mark.
Firm Management August 31, 2014
8 Tips to Finding New Clients at Trade Shows
Trade shows remain a viable marketing option for accounting firms, yet many practitioners still don’t see the value. The fact is that if the appropriate level of planning is applied, trades shows can prove exceptionally successful in terms of lead generation and networking. Firms must first think through such items as budget, the right shows…
August 12, 2014
A Year in the Life of a Payroll Accountant
The Year in the Life of a Payroll Accountant series is a series that is being created for the small to medium-sized practitioner who is interested in starting or growing a payroll practice.
August 12, 2014
To Payroll or Not to Payroll? That is the Question… For CPA Startups Now and Then
Los Angeles-based Team Jenn Corp founder Jennifer McCabe is a careful proponent of offering payroll services. “I won’t minimize it, payroll errors can be a nightmare. But payroll is an important part of the confidential employee relationship bucket.” Offering payroll services can also help to instill invaluable confidence and a deep relationship. “It’s worth it.…
August 12, 2014
Employee vs. Independent Contractor: Do You Know the Rules?
When you’re running a business and someone works for you or provides a service, you pay them. That’s easy. What isn’t always so easy is determining how you should treat those payments. Before you enter into a business relationship, it’s important to establish the type of relationship – is this person providing services as an…
August 12, 2014
How to Start or Expand a SALT (State and Local Tax) Practice
The first thing you should do NOW, and the one thing you should not do, at least not yet.
August 11, 2014
August: The Dog Days of Summer
When I think of August, I think of lazy hot summer days that last from whenever my friends and I wake up to when the streetlights come on - the sign to end summer play and return home for the night. I'm glad I have a head full of sweet summer memories from my childhood…
August 8, 2014
2014 Review of Document Storage and Document Management Systems
The last 18 months have been a period of significant change for the document management systems of many accounting professionals and their firms.
August 8, 2014
Intuit Connects to Small Businesses, Accountants and Developers with New Conference
If you’ve been following Intuit the past year, chances are you’ve heard the company talk about its plans to remove pain points for small businesses. Every move the company has made seems to be a calculated step in the direction of building a seamless QuickBooks Online ecosystem for its customers.
August 7, 2014
Software Strategy – Is Your Firm Doing the Right Thing?
For most accounting firms, choosing a software provider and staying the course is an easy and safe decision. Only when there are traumatic events in pricing changes, software not working and not getting fixed, technology changes or regulatory changes that the software doesn’t keep up with will we even consider a change.
August 7, 2014
2014 Review of Website Builders and Tools for Accounting Firms
So where do you place your firm's website on your list of priorities for your firm? Do you see it as a necessary evil that has to be dealt with just to “be in the game?” Or, do you see it as the gateway to serving your clients for the coming years? Chances are you…
July 22, 2014
10 Strategies to Leverage Your Firm’s IT Investment
Technology is embedded in every area of your firm, and leveraging IT investment is key to business success. Here are 10 strategies to help your firm maximize its IT investment.
July 21, 2014
Attracting and Recruiting a New Generation of Accountants
In order to continue the long-term success of an accounting practice, it’s crucial for CPAs to invest in the screening, interviewing and relationship development with up and coming accounting professionals. As the class of 2014 just received their diplomas, there is a host of fresh talent equipped with technology experience, new ideas and the drive…
June 6, 2014
Work/Life Balance: The Hidden Costs of Clutter
You know (you might even be) the type: "I know it looks messy but I know where everything is!" There are those whose desks and workspaces look almost vacant - like no one could possibly work there because every surface is bare.
