In this issue
February 19, 2021
Announcing Our New Podcast!
I can't remember the first time I listened to a podcast, or even when I first knew what that was. I do remember discovering I could subscribe to podcasts and create a library on my phone so that there would always be something there to listen to.
February 5, 2021
Client Experience for the Future
Although none of us know the future, I believe we now have the opportunity to create it.
February 3, 2021
How Accounting Firms Can Create an Effective Google Ad Campaign
Creating a Google Ad Campaign may seem daunting, but it’s not that hard once you figure out a few things, such as what your selling, where you’ll link, to whom you’re selling, and the amount you want to spend. Armed with those answers, you’ll be able to research the keywords that will work and how...…
February 2, 2021
The Trends That Will Rule Accounting in 2021
If 2020 taught us anything, it’s to expect the unexpected. At the start of last year, nobody would’ve predicted that a pandemic would transform our jobs and lives in ways both big and small. Yet here we are, at the start of another year, one which we ...
February 2, 2021
AICPA News: February 2021
AICPA News is a round-up of recent announcements from the American Institute of CPAs.
February 1, 2021
Ready for the 2021 Tax Season? Here’s How the Coronavirus Pandemic Affected Your Business Clients
As some of your business clients prepare to reopen their doors while ensuring the safety of their employees and customers, it’s your job to nudge them to start gathering their tax documents and financials for the April deadline.
February 1, 2021
Busy Season: Putting Out Fires or Lighting a Fire for Your Firm?
Make business development part of the client management team approach. Start by identifying existing staff members with solid sales skills and training them on business development. If someone on your team identifies a client's needs but doesn't have ...
January 25, 2021
7 Tips to Keep Client Data Safe During this Work-from-Home Tax Season
To keep client data safe when working from home this tax season, it is important to understand potential risks when sharing information electronically, and how to manage these risks effectively. Consider the following.
January 13, 2021
Decision 2021: Comfortably Numb or Uncomfortably Thriving?
If 2020 taught us anything, it is to expect the unexpected. No other year in our lifetimes could have prepared us for 2020’s brutal forces of disruption. The accounting industry was not immune to these disruptions.
January 11, 2021
Unions at The Crossroads
Employers who lack the necessary knowledge and experience regarding permissible conduct during a union organizing campaign frequently engage in activities found to be unlawful after the fact. Such conduct often constitutes unfair labor practices (ULPs).
January 4, 2021
Another Virtual Event? Not with the Spatial Web
For accounting firm leaders, now is the time to start to research and experiment with these technologies. While your clients might not build their own Spatial Web, they will likely participate in it. When your clients inevitably start ...
December 29, 2020
The 3 Biggest Lessons From COVID-19 for Accounting and Finance Pros
This has been a year of unprecedented disruption and change, a lot of which will still be with us in the new year, as well. Remote work, for example, isn’t going anywhere. So organizations should be looking to proactively invest in tools and systems to...
December 29, 2020
Determining the Date of Assessment for IRS Collection Purposes
Generally, the statute of limitations (SOL) on IRS collection enforcement is ten years from the date the tax is assessed. In the Internal Revenue Manual (IRM), the IRS refers to the date that ends the period in which collections may be enforced as the ...