Advisory December 27, 2024
Marketing Automation Strategies to Maximize Lead Conversion
Marketing automation offers you a dynamic approach to streamline lead nurturing, making the client acquisition process more efficient and personalized.
Accounting July 5, 2023
Driving the Discipline of Strategic Growth
Business owners and firms need to be thinking about how to adapt to keep up with the “changing neighborhood” around them.
Accounting July 3, 2023
How Accounting Pros Can Leverage Technology to Overcome the Biggest Struggles
Firms need to consider technology as an opportunity – not a challenge - to help drive efficiency and overcome their top five talent-related challenges.
Advisory June 28, 2023
Fast Track Compliance with the IRS Pub 4557 and the FTC Safeguards Rule – a No-nonsense Guide for Firm Owners
By now, most tax preparers are aware they need to comply with the FTC Safeguards Rule and IRS Publication 4557. Failure to do so could result in stiff penalties.
Accounting June 28, 2023
Business Owners Are Poised to Invest More in Technology
Small- and medium-sized businesses (SMBs) are looking to invest $10,000 more in their suite of technology solutions this year than they were in 2022, a new study finds.
Accounting June 27, 2023
Tax and Accounting Best Practices for Cryptocurrencies
As a tax and accounting professional, you will encounter clients who require guidance regarding investing in cryptocurrencies and digital assets.
Accounting June 26, 2023
KPMG to Lay Off 5% of U.S. Workforce in Second Round of Job Cuts
Unlike in February when the firm let go of 2% of its workforce, mostly in advisory, these job cuts will impact tax and audit.
Accounting June 22, 2023
The Cherished Advisor Report
“As a Cherished Advisor, you become a strategic partner that each business appreciates, highly values, and can’t imagine living without. This changes our role with our clients from reactive to proactive.”
Firm Management June 22, 2023
Building Your Internal Advisory Team
Let's explore what it takes to build a successful internal advisory team: from finding your why to identifying the roles ripe for becoming internal advisors.
Accounting June 22, 2023
Vic.ai Launches Intelligent PO Matching, a Step Forward in Autonomous Finance
This release is the latest in Vic.ai’s end-to-end invoice processing solution, which uses AI to automate manually intensive AP tasks and elevate finance and accounting teams.
Payroll June 22, 2023
Most Americans Uncomfortable with Emergency Savings
Just 43% of Americans say they are comfortable with the level of emergency savings they currently have, including 28% who are somewhat comfortable and 15% who are very comfortable.
June 21, 2023
The Technology Lab Podcast – Recap of AICPA Engage 2023
Technologists Randy Johnston and Brian Tankersley, CPA, discuss the 2023 AICPA Engage conference. The largest annual event by the AICPA, Engage brings together professionals in all areas of practice for education, networking, and other events.
Accounting June 21, 2023
Woodard Appoints Deborah Defer as Director of CAAS Consulting Services
Defer will lead Woodard’s efforts in providing comprehensive assessments, practice strategy/design, and implementation support to top 200 CPA firms in the United States.