Advisory
Latest News
Here’s What’s On the Updated PCAOB Standard-Setting, Rulemaking Agendas
Changing Up Your Ads Strategy as Google’s Control on Search Slips
End-of-Year Accounts Receivable Checklist: Ensuring Financial Stability for Your Clients into the New Year
Using Work-Life Harmony to Thrive in the AI Era
CPA Practice Advisor Announces the “40 Under 40” and “20 Under 40” for 2018
Each year, CPA Practice Advisor recognizes professionals who are under 40, and are emerging as the future leaders in the profession, or those leading the development of technology that serves the profession.
San Francisco CPA Firm Gives Back to Community
The SF-Marin Food Bank feeds 225,000 people each year. Thirty-thousand families receive healthy groceries at more than 260 pantries in the Bay Area. SD Mayer & Associates staff will sort produce and pack boxes that will be delivered to local pantries.
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 means ...
XBRL Costs for Small Companies Have Declined 45%, According to AICPA Study
Since 2009, public companies have been required by the U.S. Securities and Exchange Commission (SEC) to report their financials in XBRL format, and to assist in automating regulatory filings and business information processing which makes it easier for...
APIs and RPA Tools Automate Client Services
Whether it is capturing data from credit card receipts, reconciling bank statements, reimbursing expense reports, or automatically updating IRS tax statuses, these tools utilize a combination of machine learning, Optical Character Recognition (OCR), ...
New Sage Client Advisory Services Program Gives Accountants Actionable Roadmap to Support Future Growth
The SAN Client Advisory Services Program builds on the growth of Sage’s partner ecosystem across the U.S. - which now includes over 11,000 accountants - and proposes an actionable roadmap for implementing higher-value, consulting services across ...
2018 Intuit Rate Survey Uncovers New Trends in Billing and More
Value pricing is based on the maximum amount a given client is willing to pay for a service, typically set before the work begins. Conversely, value billing is usually marking up – or more frequently marking down – the invoice to the client after the ...
Workers Need to Double Check Payroll Withholding
Generally, employees can satisfy their annual tax obligations by having enough tax withheld from their paychecks during the course of the year. However, if you fail to pay enough tax, including both withholding and any quarterly installments, the IRS ...