In this issue
September 13, 2021
How to Help Your Client or Business Through a Sales Tax Audit
Tax laws continue to evolve and add new complexities to business operations. As a result, stakeholders expect their CPAs or internal tax professionals to be prepared for anything. However, as most accountants know, it is impossible to specialize in ...
September 13, 2021
Compliance or Advisory? You Can Do Both
Unless something drastic changes in tax law or financial regulations, your clients will continue to need tax returns and financial statements. These continue to be profitable areas in an accounting firm, even as advisory services take up a growing ...
September 9, 2021
Workforce 2025: 3 Trends Shaping the Future of Accounting
It’s said that digital transformation is a journey rather than a destination. But it’s not all a smooth, consistent ride, as the pandemic has proven. It was digital technology that was forced into rescue mode as it helped us adapt quickly to ...
September 9, 2021
AICPA News – Sept. 2021
AICPA News is a round-up of recent announcements from the American Institute of CPAs.
September 8, 2021
Sales Tax Complications Add Up Fast
Sales tax management can be particularly confusing for businesses that sell merchandise in more than one tax jurisdiction, as is the case with most online sellers, who frequently sell in all fifty states, as well as in many global destinations.
September 8, 2021
Tech and Policies for Collaborating in the Hybrid Age
With the Delta variant and the end of summer ensuring that we’re still a long way off from “back to normal,” whatever that even means at this point, most firms will be dealing with a hybrid work environment for at least the rest of the year.
September 7, 2021 Sponsored
New Features and Improvements in QuickBooks Online Payroll
Over the last few months, there have been a number of new features and improvements in QuickBooks Online Payroll, all designed to make it easier for you to help your clients manage the payroll process in QuickBooks Online.
September 7, 2021
Do You Really Work Too Much?
Even as we move into the so called “new normal”, one thing remains constant: working too much. Many accountants always have, and seemingly always will, work long and stressful hours.
September 7, 2021
Paid Family and Medical Leave Legislation Gains Popularity
Some form of a national, paid family and medical leave program is supported by a majority of U.S. workers. One of the findings supporting the proposed 2019 Family Act was that such a program “has the support of more than eight in ten voters across ...
September 6, 2021
Client Experience for Today – A Taxing Situation
It is nice to see the last few stressful years fade in the rearview mirror. With the Tax Cuts and Jobs Act (TCJA), handling the pandemic, PPP, PPP2, and the changes in tax deadlines, most practitioners report that these years have been among the ...
September 3, 2021
How to Build Your Firm Around Niches
As tax and accounting practitioners start or grow their practices, many create a one-size-fits-all service model. “Any client is the right client,” but this approach soon becomes problematic when they realize they are a jack of all trades without a ...
September 2, 2021
The Ins and Outs of Webinar Success
During 2020, webinars skyrocketed. Were you a bit envious of your colleagues promoting their new, shiny lead generation tool? If so, you too can use webinars to drive leads and impact the bottom line.
August 23, 2021
Ask Your Small Business Clients This Question
“What is most important to you today?” By asking your clients what’s on their minds today, you can tackle head on their most pressing problems first.
August 23, 2021
Top Trends in State Sales Taxes and Policies
Change is afoot as we come to the end of 2021. As COVID-19 relaxes its stranglehold on the United States, states are considering how tax policies can be adjusted to help mitigate the worst effects of future crises.
August 22, 2021
The Perfect Client Doesn’t Exist: Finding a Proper Fit Between Firm and Clients
Finding the perfect client is impossible, because the perfect client does not exist. Having been in the accounting field and tax profession for 30+ years, I’ve learned to end my pursuit of chasing clients who deliver their tax documents ahead of time...