November 2020

December 29, 2020 

As we all are dealing with the near universal push to remote in 2020, everyone has had to figure out overnight how to work virtually or remotely, and, for some, their tech stack made this conversion.

Garrett Wagner

November 23, 2020 

With well over 200 nominations this year, our judges were faced with the enormous task of sorting through the candidates who brought forward a level of dedication and exemplary job performance that has surpassed all previous years.

Gail Perry

November 23, 2020 

Today, sales and use tax automation is a necessity for any retailer of any size. It doesn’t matter if you’re selling from a single location in Chicago, or have locations across the U.S., you need something that will properly collect and ...

Mary Girsch-Bock

November 16, 2020 

AICPA News is a roundup of recent announcements from the association.

November 6, 2020 

For all of us in the accounting profession, December doesn’t just mean that the holidays are around the corner. It means that this is the time to cram a full years’ worth of CPE into 31 days or less. We all know the drill.

Garrett Wagner

November 5, 2020 

As the tax and accounting profession shifts more towards advisory services, leading firms are leveraging technology to automate low value work like data entry, categorization, file exchange and cleanup. The following article discusses some of the top too

Mike D'Avolio

November 5, 2020 

When firms were forced to work remotely in March of this year, the pandemic exposed the places where “paperless” processes were just “less paper.” Many firms were still sending employees into the office to open mail, scan documents, send invoices and ...

Arianna Campbell

November 3, 2020 

As the holiday season approaches, do you have a plan to thank clients for working with you this year? If not, here are 11 memorable ways to connect with them throughout the season. Pick one or two. Add them to your action list. Then get ready for ...

Becky Livingston

November 3, 2020 

During the last half of this year alone, we've seen outages from Microsoft, Wolters Kluwer, Intuit, and many other applications that are critical for our profession. Are they only ones? Certainly not! If we look back two years, the list becomes onerous.

Randy Johnston

November 2, 2020 

Why the escalating cybersecurity threats for finance and accounting firms? For one, you likely have sensitive customer data, in addition to key information about their employees, vendors and customers.

Greg Dyer

October 28, 2020 

If you’re a firm owner or a member of a leadership team, you’re probably starting to worry about the long-term ramifications of everyone working from home. While trepidation is warranted, it shouldn’t be overblown.

Amy Vetter

October 19, 2020 

We are the frog, sitting in the boiling pot. As 2020 draws to a close, far too many are unaware how hot the water has become. Like most of us, you may not have sensed the water’s boiling point as we try to stay on top of a constantly changing set of chal

Garrett Wagner

September 30, 2020 

From all indications, the transformation of the accounting profession to a more advisory focus is already well under way. Taking a learning organization approach will help ensure that your firm develops a comprehensive client advisory mindset.

Roman Kepczyk