In this issue
August 14, 2015
3 Ways to Win New State and Local Tax Clients
Large corporations with armies of attorneys and accountants excel at taking advantage of tax credits and finding cost saving elements within a specific industry. Yet smaller companies tend to self-censor, assuming they don’t qualify.
August 14, 2015
7 Tips for Promoting Your Sales Tax Practice
By their nature, accountants often eschew promoting themselves and their services. For years we were told it was ethically improper to promote ourselves, but in the present day, it's very common for accountants to take the lead in self-promotion.
August 14, 2015
The Farm Stand Honor System
Call me naïve if you must, but I grew up in the Midwest where there's a lot of trust. We smile and say hello when we pass strangers on the street, we expect people to have good manners and are rarely disappointed, we ask each other personal questions beca
August 14, 2015
2015 Reviews of Website Builders for Accounting Firms
In today’s electronic world, a website is a no longer considered a luxury, but is now a necessity for just about every business, including accounting firms. But it’s not enough to simply have a web presence. In order to stay competitive, a firm’s ...
August 14, 2015
2015 Review of Document Management and Document Storage Systems for Accounting Firms
Whether your firm is in the market for a document management system or a document storage system depends on a number of things, including workflow levels, current tax software utilized, and even future needs. Cost may play a role as well, although ...
August 11, 2015
Apps We Love – Mobile Career Tools for Accountants
We are covering career-related apps this month. Whether you're planning on furthering your own career, working with others as a mentor, or in a position to do some hiring, our CPA Practice Advisor community has some recommendations that will surely help y
August 10, 2015
Intuit Wants to Be Your Perfect Partner with New ProAdvisor Programs
Financial software provider, Intuit, wants to be a good partner to the thousands of ProAdvisors worldwide.
August 1, 2015
Reducing Staff Turnover: How to Recognize and Respond to Retention Red Flags
Accounting and finance professionals with in-demand skills are finding they have many options when it comes to job offers. This is great news for candidates. However, as a manager, you recognize a rosier hiring environment means you have to work harder...
July 29, 2015
Are You a Bad Boss? 10 Signs That You Might Be
A Gallup survey from last year found that only one in 10 bosses in America has any native talent for management, and only another two in ten could be good managers with a little training and support. That leaves the overwhelming majority of bosses ...
July 22, 2015
How to Retain Your Firm’s IT Superstars
Retention is a huge challenge for CPA firms across the country and most of the focus and discussion is on accounting staff. What isn’t addressed nearly enough is retaining talent in important functional areas such as IT, HR, Marketing and Training.
July 11, 2015
Making the Right Payroll Choices for Your Firm and Your Clients
For many accountants, payroll=plague, and should be avoided at all costs. Others have discovered that there are antibiotics, and a clean, safe way to handle payroll where there are notable recurring profits to be made while improving client relationships. Industry accountants who need accurate payroll information automated for integrated costing or benefits can self-medicate. Public...…
July 11, 2015
Accounting in 2025: Three Undeniable Trends and How They Will Affect Accounting Firms
Omnipresent mobility isn’t about having a smartphone or tablet. It is the ubiquitous expectation that you can do whatever you need to do no matter where you are.
July 10, 2015
Succession Planning: Running Your Firm After Retirement
All good things must come to an end, and the same is true for careers – even for those in payroll. Though it may be hard to picture the end of your career, or your employees’, it will eventually come. As a payroll practitioner, this is something you ...
July 7, 2015
Setting Up Payroll for Your Clients
As you bring on new clients, one of the first things you will need to do is help them set up their payroll systems and processes. This is especially important for clients that may have new businesses themselves, as well as anytime you or your ...