March 2021

March 18, 2021 

It’s tax time and, be it virtually or in person, we’re meeting with many of our clients. In some cases, it’s the only time all year we will hear from them. We need to gather the appropriate financial information so that we can prepare their tax ...

Gail Perry

March 17, 2021 

AICPA News is a round-up of recent announcements from the American Institute of CPAs.

Mary Girsch-Bock

March 15, 2021 

Effective Document Exchange, gathering, management, and distribution with clients is a significant friction point for many firms. Possibly because of the COVID-19 pandemic, client collaboration, workflow, and document management systems (DMS) came to ...

Randy Johnston

March 9, 2021 

There’s no question that the COVID-19 pandemic has redefined how we work and caused accounting and finance managers to rethink their recruitment, staffing and retention strategies. The changes may have been sudden, but many of them are ultimately ...

Paul McDonald

March 9, 2021 

Many CPA firms conduct annual retreats to keep them on track. With the pandemic, more firms need to consider holding a retreat to help them prepare for their future. Taking into account what we’ve learned over the past year, here are five reasons to ...

Jean Caragher

March 9, 2021 

We know you don’t work 24/7, even though sometimes it seems like it. When you take off your work hat, do you put your phone aside, or do you wind down by playing a few games? This “Apps We Love” article focuses on games, and the members of the ...

Gail Perry

March 8, 2021 

Technology is ingrained in virtually everything accountants do to run their firms and serve their clients. To take advantage of opportunities and position your firm for long-term growth, you need a good technology plan. When most of the firm is focused...

Amanda Wilkie

March 5, 2021 

Busy season is exactly the time of year you need the best software the most. Technology can potentially help you work faster with fewer mistakes—and thus decrease your stress.

Andrew Argue

March 5, 2021  Sponsored

Thanks to the cloud, if there is one thing that is consistent about QuickBooks Online, it’s the ability to evolve the product. Based on the feedback of CPAs and accountants who want to work with their clients as efficiently as possible, Intuit is ...

March 3, 2021 

As you gear up for tax season, it’s also a good idea to assess your strengths and weaknesses organizationally. This year, perhaps to a greater degree than ever, I predict the demand for strong, experienced finance leaders who can navigate the C-suite...

Jodi Chavez

March 1, 2021 

When it comes to social media risk, you might think about hacking and incorrect/inaccurate company page posts. But, that’s not the only kind of social media risk. Here are some others.

Becky Livingston

February 26, 2021 

If you didn’t begin 2020 relying on cloud-based technology to allow you to work from anywhere, you almost certainly ended it that way. With a global pandemic forcing us to avoid group gatherings, some offices went remote for the whole of the year and ...

Amy Vetter

February 25, 2021 

Almost from the outset of the pandemic, financial services organizations found themselves near the top of hackers' hit lists. And, at least in a few crucial respects, it's not so hard to see why. Reams of personal and financial data.

Jodi Chavez

February 18, 2021 

The start of a new year is a traditional time for employers to review their workplace policies to ensure the policies comply with federal, state, and local requirements, both old and new. It is also a time to reflect upon any ...