Firm Management

April 19, 2022 

Another busy season is under our belts and one of the most productive things a firm can do in the next few weeks is to take time to formally debrief the past few months, acknowledging what worked well and identifying where there were bottlenecks that ...

Roman Kepczyk

April 19, 2022 

The next two months offer great opportunities to research, acquire and pilot new tools and processes so they become the new firm standard before the September and October deadlines. Below we outline 10 tips to optimize your post-busy season debrief ...

Roman Kepczyk

April 19, 2022 

From staying on agenda to making sure everyone has the platform to speak, experts from audio-visual solution specialists Universal AV have revealed some of the top ways organizations can make virtual meetings work for your business.

April 18, 2022 

Every client services industry has to manage clients who do not pay on time – or at all. It can be a very frustrating part of running a business and heavily impact your success if you don’t have the right strategies in place.

April 18, 2022 

Now in their 19th year, the CPA Practice Advisor Tax and Accounting Technology Innovation Awards highlight technologies that are shaping the tax and accounting professions, and the small businesses they serve, through increased collaboration and ...

Isaac M. O'Bannon

April 18, 2022 

Whether you are a fan of video conferencing, look forward to returning to in-office meetings, or stand somewhere in between, you can be sure the process is here to stay. And thanks to the speed at which modern technology moves, I believe it’s safe to ...

Gail Perry

April 16, 2022 

The truth is that as an accounting professional, if you’ve served agriculture, research labs, or retail operations — you already know the basics of serving a cannabis company. The biggest difference lies in the stringent reporting requirements and ...

April 14, 2022 

We all know the feeling: some days, you have too much to do and too little time. You bounce from task to task, trying to complete what you can, but you find you didn't get nearly enough done by the end of the day. That could be because of a lack of focus.

Amy Vetter

April 13, 2022 

Building upon decades of sustainability and climate client service, Deloitte is assembling one of the largest global networks of sustainability experience including an investment of $1 billion (U.S.) in client-related services, data-driven research, ...

April 13, 2022 

Firms using OfficeTools, Zola Suite, AbacusLaw, and Amicus Attorney can now manage the entire billing, payments and collections process within their practice management platform where they also manage clients, projects and communications.

Accounting Technology Lab Podcast April 12, 2022 

Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review Pascal Workflow.

Brian Tankersley, Randy Johnston

April 12, 2022 

Having a somewhat "normal" tax season behind us certainly feels good. While it would be nice to have COVID behind us and the IRS caught up, these issues may be part of our "new normal." Unfortunately, staffing issues also seem to be part of the new ...

Randy Johnston