In this issue
November 16, 2015
Year-End Payroll Checklist
What should you be doing in your payroll practice this month? Here's your Payroll Checklist for November.
November 15, 2015
Streamlining Tax Preparation: 2015 Review of Tax Document Automation Systems
When preparing client tax returns for any type of entity, accurate data is obviously a necessity, but finding ways to streamline it, and even improve accuracy, is the goal of tax document automation systems. While there are several such programs on the ma
November 13, 2015
A Simple Approach to Training
While you certainly have to take into account learning styles, I would like to share a simple training approach that I learned from my partner, Dustin Hostetler. It is a proven process that has been used successfully by our clients and in a variety of ...
November 6, 2015
Two Roads That Lead to a Firm of the Future
Intuit announces winner of its Firm of the Future Contest
November 12, 2015
Client Portals Increase Efficiency, Provide Greater Convenience
While portals have been around for a while, their features have evolved over time. No longer just a place to exchange documents, portals offers a variety of related tools including the ability to be notified when a client accesses a document in the portal
November 10, 2015
Hosting Options Offer Many Benefits for Accounting Firms – 2015 Review of Hosting Providers
A terrific idea for businesses for a lot of reasons, application hosting allowed users to have online access to desktop versions of their software from any location – a win-win in the business world, where more and more employees are working from ...
November 10, 2015
Start Planning for the Year Ahead
The end of the year is a busy season for payroll practitioners, but it’s a good time to start planning your year ahead.
November 9, 2015
It’s National Security Month, But Payroll Security Is An Everyday Effort
As you prepare to safeguard your clients’ information against potential cyber threats, it’s important to consider where your payroll information is being stored. Is it on a laptop, the Cloud, hosted on a server? Each comes with its own set of risks ...
November 8, 2015
If SaaS Won’t Do It, What About Cloud Hosting?
Software as a Service (SaaS) is making great progress. However, if you can’t solve your business needs with all SaaS tools, and you want to live in the cloud, how do you do that? We’ve discussed in prior columns the advantages of private cloud and ...
November 3, 2015
6 Tips for Tax Season Staffing at Accounting Firms
With tax season looming, now is the time for accounting firms to ramp up their staffing strategy. Determining your needed mix of full-time and temporary professionals — before holiday time-off — will set you on a course for success come 2016.
November 2, 2015
Improve Your Firm’s Tax Production by Eliminating Muda
Eliminating Muda is one of the most effective byproducts of Lean Six Sigma analysis techniques which make any process more efficient and profitable. So what exactly is Muda? It is the Japanese term for waste, which is defined as “any human activity ...
November 2, 2015
Year-End Insights for State and Local Taxes
The deduction for taxes claimed on Schedule A includes amounts paid for state and local income taxes such as the taxes withheld from your paychecks and any estimated taxes paid during the year. It also includes property taxes if you’re a homeowner.
October 19, 2015
5 Hiring and Salary Trends That Will Shape Public Accounting in 2016
Growth indicators for the second half of 2015 are providing a glimpse into the hiring environment for 2016, and it appears the race to attract and retain top accounting talent is only heating up.
October 15, 2015
A Window into the Cloud: Intuit Launches New QuickBooks Online Windows App
The QuickBooks Online Windows app combines the benefits of the web-based QuickBooks Online platform with the advantages offered in the desktop version to offer users features such as real-time collaboration, keyboard shortcuts, top menu bar and ...