Firm Management
Latest News
IRS Updates Clean Vehicle Tax Credit FAQs
Ex-EY Executive to Take Over as Global CEO for Law Firm Dentons
Wolters Kluwer Acquires European Tech Portfolio, Including CodaBox, ClearFacts, Clearnox, Zoomit, and Flowin
IRS Chief Receives NATP’s Inaugural Vanguard Award
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From Transactional to Transformational: How to Activate Your Advisory Services
For tax professionals, “advisory services” is a term that can be both vague and intimidating. However, it’s highly likely that you’re already providing these services without even realizing it.
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New! Intuit Tax Advisor Delivers Innovative Tax Planning and Tax Strategies
With the integration between Lacerte and ProConnect Tax, client data is automatically mined to bring significant time savings to your practice and more accurate tax projections for your clients.
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Here is How to Thwart Cyber Thieves Coming For Your Data
While challenges persist, remote workers can keep data secure by following these nine key tips.
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From Transactional to Transformational: How to Activate Your Advisory Services
Here are three tips to help you understand, adopt, and grow your advisory services, and change your client relationships from transactional to transformational.
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The Technology Lab Podcast – Review of PlanGuru – Oct. 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review PlanGuru, an intelligent financial analytics and forecasting system that helps businesses and nonprofits make better decisions.
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The Technology Lab Podcast – Review of WeIntegrate – Oct. 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review WeIntegrate, which provides small businesses with automated integration of Shopify and QuickBooks Online near real-time, saving time and increasing accuracy.
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Study: 20% of U.S. Workers Say They Felt Mistreated by Colleagues Over Political Views
Society for Human Resource Management survey found an uptick in political volatility in the workplace.
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Cyber Insurance for Accounting Firms: Coverage Options and Provider Expectations
Many insurers are demanding more from firms in terms of cyber resilience, so firms should expect rigorous questioning about their cybersecurity protocol when they seek coverage.