In this issue
Advisory August 18, 2022
Are You Recruiting Like It’s 1989?
When it comes to people looking for a job, research shows that compensation and benefits are the basics that will get them in the door, they are not deciding factors.
Advisory August 17, 2022
How to Maximize Client Data to Build a Better Firm
There is power in your data. And smart management of it can lead to stellar results. Discover the goldmine, right there inside your business, to build the firm of your dreams.
Advisory August 11, 2022
Developing a Data Mindset to Proactively Make Clients’ Lives Better
Smart Client Management needs a data mindset to proactively make clients’ lives better. I think most practitioners would agree with me that the reactive model ...
August 9, 2022
Take Me Out to the Ball Game
I understand change, improvement, trends, insurance issues, health, and safety – all of this goes into decisions to move in whatever direction the rule-makers determine is for the greater good. But at the same time, I’m going to miss the sweet ...
Firm Management August 8, 2022
Your Firm and Your Fundamentals
What is best to keep in your practice, and what needs to go away? For many firms, getting the fundamentals right will help you pick the right ...
Firm Management August 5, 2022
Process Issues with a People Impact
Negative attitudes, poor morale and refusal to follow firm processes impede progress. If the prevailing mindset across the firm, especially amongst leadership, is ...
Advisory August 5, 2022
Is Artificial Intelligence Becoming a Tool for Financial Advisors?
AI is making financial advisors more efficient and more connected with clients. But some challenges persist.
Firm Management August 5, 2022
Does Your Website Need a Redesign or a Rebuild?
Here are the pros and cons of each. Plus, a series of questions you can use to determine which strategy you should undertake.
Accounting August 3, 2022
2022 Innovation Awards Spotlight Top Tech for Tax and Accounting Pros
The Innovation Awards were first presented in 2004, and they honor new or recently enhanced technologies that benefit tax and accounting professionals and their clients ...
August 2, 2022
The Independent Contractor Dilemma
Gig economy companies classifying their workers as independent contractors continue to face lawsuits, state action, and federal agency enforcement
August 2, 2022
Supervisors and the Law
Many of the violations of the FMLA and the ADA are the result of supervisory inaction. The failure to comprehend the significance of information an ...
Firm Management July 28, 2022
Amplify Your LinkedIn Profile for Free With its Creator Feature
According to LinkedIn, “Creator mode is a profile setting on your dashboard that can help you grow your reach and influence on LinkedIn.
Firm Management July 27, 2022
Making a Remote Workplace Culture Work
The first step is acknowledging that you can no longer forge culture in the same way as in an office-centric model.
Firm Management July 20, 2022 Sponsored
Mailchimp + QuickBooks Online Helps The W2 Group Manage Marketing and Sales
To find out how Mailchimp is being used in a CPA’s practice, I sat down with Jeff Wilson II, CPA, owner of The W2 Group (www.wiicpas.com) in Upper Marlboro, MD. Jeff has a full-service practice with several niches...
Firm Management July 19, 2022
3 Ways Software Can Improve CPA-Client Communication
Visual reporting software enables CPAs to communicate more effectively with clients. CPAs can show businesses in detail their financial status and where they are headed.
Firm Management July 14, 2022
Your Firm and Your Strategy
The first half of the conference season is behind us. We have had a chance to look at new strategies, tactics, and offerings from most major publishers.
Small Business July 13, 2022
Changing Legal Structures: LLCs and C Corps
Business change is constant, so it wouldn’t be surprising if, at some point, your clients considered changing their legal structures.
July 12, 2022 Sponsored
5 Can’t-Miss Reasons to Attend QuickBooks Connect 2022
The three-day QuickBooks Connect journey features many exciting and entertaining events that not only transcend your ...
Accounting July 7, 2022
AICPA News – July 2022
AICPA News is a round-up of recent announcements from the American Institute of Certified Public Accountants.
Payroll July 6, 2022
The Employee Attendance Dilemma
Employers have often historically responded to absenteeism through progressive discipline, but this approach is proving less effective in recent times.
Small Business June 30, 2022
Tips to Help Your Small Business Clients Thrive During High Inflation
Recently announced findings from a survey of 1,200 small business owners conducted by Wave revealed some troubling signs for small business owners.
