In this issue
Technology February 13, 2020
Process Improvement and Working With Clients Digitally
While most of our firms have transitioned away from paper-based records, many of us still struggle to digitize the business processes in our firms. As I write this, we are in the late stages of conducting the 6th Annual CPA Firm Operations and ...
February 19, 2019
Top 10 Issues for Employers in 2019
What are the biggest issues employers will face in 2019 when it comes to HR, payroll, benefits and taxes? The experts at Paychex, Inc. have identified the top 10 regulatory issues they say businesses need to keep an eye on.
February 19, 2019
6 Ways Real Estate Pros Can Track and Separate Business and Personal Expenses
As a real estate agent or realtor, it’s easy to get your person and business finances tangled up. Keeping your finances separate will make it easier to find deductions during tax season, grow your business and stay organized.
February 18, 2019
Apps We Love, February 2019: Charitable Giving
It’s a new year and we’re wondering if people are going to approach charitable donations in a new way as a result of the changes in the tax law. Since many will no longer be able to take a charitable donation as an itemized deduction, the mindset of ...
February 18, 2019
7 Marketing Tips to Attract Real Estate Pros and Brokers
When it comes to marketing to real estate clients, it can be tough. They are on the move constantly.
February 15, 2019
2019 Reviews of Expense Management Systems
If you’re tired of piles of receipts and cumbersome spreadsheets, consider making the leap to expense management software. Our Expense Management reviews will help guide you through the process.
February 14, 2019
Technical Advisor to Consultant: Making the Transition Internally
Discussions on the future of the accounting profession place a lot of emphasis on the transition from technical advisor to consultant for client-facing roles. Have you considered how your internal roles can make the same transition?
February 14, 2019
AICPA News – February 2019
A roundup of recent news from the American Institute of CPAs.
February 14, 2019 Sponsored
Help Your Clients Make Their Profits Soar With New Features in QBO Projects
Job costing can be a complex process especially when businesses are juggling multiple projects. Intuit is making it simple and easy for businesses to track and see how their projects are doing at any point. While Projects integrates tightly with ...
February 13, 2019
Do Your Best Client Management
The culture of most CPA firms supports excellent client service. While we can’t do everything perfectly, partners and team members routinely provide services that have value to the client. Determining your client needs is not something you can read ...
February 12, 2019
Staying Present During Stressful Times
With the busy season upon us, it’s easy to get swept up in work and forget to remain present. While I’ve always been a big proponent of tackling stress with mindfulness, it’s easy to lose sight of the moment when to-do lists seem to keep growing, and as f
February 12, 2019
Tips for Selecting the Right SEO Provider for Your Accounting Firm
Taking the first steps into the world of search engine optimization (SEO) can be intimidating. If you have spent anytime researching the topic online then you have likely seen the sheer number of articles, blog and videos giving advice on keyword ...
February 11, 2019
Job Descriptions – An Essential Tool
There is no federal or state law, rule, or regulation that mandates job descriptions. However, well-written job descriptions that clearly set out the “essential functions” of each job can help avoid or at least help successfully defend some legal ...
February 7, 2019
11 Things to Include in Employee Handbooks
Every business should follow a set of rules and procedures to keep operations running smoothly. As your small business grows, you will need a strong employee handbook to set expectations for employees. Knowing what to include in an employee handbook ...
February 5, 2019
Stop Wasting Time: Do’s and Don’ts of Effective Meetings
Meetings are an unavoidable yet fundamental part of life for businesses of all types, including accounting firms. In fact, they probably take up about a quarter of your workday, suggests a recent Accountemps survey.
January 29, 2019
Mindset is the Differentiator
When you embark on a new technology initiative, you may focus on choosing the right software or working with the right consultant. These things are essential, but what really makes or breaks a project occurs before any of these decisions are made.
January 17, 2019
Are Your Salaried Employees Truly Exempt?
There are individuals in every workplace in the United States who are paid a salary and considered exempt from pay for overtime after forty hours in a work week. While the issue of whether employees are properly classified as exempt is always an issue ...
January 9, 2019
The Digital Services Tax – What to Know Before Your Clients Ask
The OECD, European Commission and others have been studying this for many years. The AICPA recently released a policy paper that explains the topic, issues and lists what some countries are doing or proposing. See AICPA Policy Report – Taxation ...
January 7, 2019
What Does It Mean to Register for Sales Tax Collection?
New sales tax obligations for many companies and organizations are revealing themselves post-Wayfair. When a company or organization (“seller”) determines it is in its best interest to begin complying with a state’s sales tax rules, tax experts and ...
January 3, 2019
Bad Bosses vs. Good Leaders: A Millennial Approach
Unless you are an organization of one, you cannot have complete control over all aspects inside the organization, nor should you want to. Similarly, the statement, “I can just do it better myself,” is a sign of a controlling mindset.
January 2, 2019
How to Better Engage Workers in 2019
It’s no surprise when even the most driven professionals find themselves switching off for a few minutes during the workday for any number of reasons, such as fatigue, frustration or a lack of clarity about an assignment. What might be a surprise, ...
