Advisory

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September 15, 2018 

Apps We Love – September 2018: Tax Organization

What are your favorite tools for getting and staying organized? As the autumn tax season is upon us, and spring tax season will be here soon (there’s always a tax season looming…), I checked in with some members of the CPA Practice Advisor community ...

Gail Perry

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September 13, 2018 

Tax Leaders Plan to Embrace Innovation to Cope with Reform

The study also found that while the vast majority of companies plan to add to their tax department’s headcount (75 percent), there is still pressure to keep costs down. Efforts to allocate resources to more strategic, value-added areas and balance ...

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September 12, 2018 

Sage Unveils Sage Intacct Budgeting and Planning for Small to Midsize Businesses

Sage (FTSE: SGE) today announced the launch of Sage Intacct Budgeting and Planning, stemming from its acquisition of Budgeta earlier this year. This powerful, yet easy to use, cloud-based financial budgeting and planning solution – deployable in a few days – provides a collaborative environment that streamlines and improves the planning process. Sage Intacct customers...…

 September 2018 Small Business Channel

September 10, 2018 

September 2018 Small Business Channel

 3 Steps to Developing Your Next BIG Idea  By Steve Dusablon, CEO cPaperless   As much as we’d like to believe it, great ideas don’t typically appear out of thin air. More often than not, the best innovations come from immersing ourselves in our work and becoming as familiar with it as possible. Of course,...…

 September 2018 Firm Management Channel

September 10, 2018 

September 2018 Firm Management Channel

Building a World-Class Marketing Culture in Your Firm – Part II This article continues the series on creating a world-class marketing culture in your firm. In Part 1, we explored the definition of marketing and its centrality in the life of a firm. In Part 2, we examine the firm’s brand—what it is, what it...…

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September 7, 2018 

Oregon Accounting Firm Jones & Roth Joins PrimeGlobal

The Oregon accounting firm Jones & Roth has joined PrimeGlobal‘s North America region. Founded on a commitment to make a positive impact in the lives of their clients, employees, and the community, Jones & Roth is recognized as one of Oregon’s most trusted CPA firms. Jones & Roth services span the areas of tax, audit...…

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September 5, 2018 

EisnerAmper Joins Accounting Blockchain Coalition

The ABC is dedicated to educating businesses and organizations on accounting matters relevant to digital assets and distributed ledger technology, including blockchain. As an ABC member, EisnerAmper will collaborate with other industry leaders to ...

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September 3, 2018 

IRS Reminds Tax Pros of Data Security Requirements

Although the IRS and its Security Summit partners are making progress against tax-related identity theft, cybercriminals continue to evolve, and data thefts at tax professionals’ offices are on the rise. Thieves use stolen data from tax practitioners ...

 Client Accounting Services – What Is It, Really?

September 1, 2018 

Client Accounting Services – What Is It, Really?

Leaders in CPA firms across the country agree that Client Accounting Services (CAS) is an emerging, growing and profitable opportunity. In fact, it is one of the fastest growing new revenue segments of many Top 100 Firms, but it is relevant and ...

Jim Boomer