Advisory

Now that extensions are behind us, and we are helping clients with tax planning, some of you are beginning to look ahead to the coming year and your own personal and business plans. Although a single article won’t necessarily help you build an entire business plan, a few ideas that are incorporated and well executed could make a world of difference for your firm and your clients.

There is a tradition in Dallas that goes back 125 years … the GREAT State Fair of Texas. Yes, it’s larger than any other state fair in the country - and I’ve been going every year since I was very young.

A standard consulting practice rule is that switching software is expensive. Disruptions to procedures occur, retraining is required, and without careful analysis you may force your organization into a product that has less capability or is more difficult to use. We expect clients to switch software as frequently as they switch physicians or religions. The […]

From Finding Their Legs to Finding a Distinct Niche Jennifer Katrulya, CPA, and owner of BMRG admits that there was a harsh learning curve to get her firm where it is today. And where is that exactly? The bright lights of Supa-Successville! Katrulya, like many firm owners, did her time in the world of public accounting and corporate offices. “I left my last firm in 2004 to start my own practice,” she recalled.

CPA Practice Advisor Presents 8th Annual Awards in Los Angeles LOS ANGELES – June 6, 2011 – Accountants, tax professionals and their clients are increasingly turning to the cloud and SaaS-based technologies, and this year’s Tax & Accounting Technology Innovation Awards highlighted many new workflow tools, programs and devices that aid in professional and business […]

Dashboard Displays Quickly Showcase Performance-driving Data

Awards Honor Technologies That Helps Tax & Accounting Pros

Report indicates an increase in revenues