Firm Management

October 18, 2016 

Who doesn't want to be better organized? With today's apps, there are lots of opportunities available to organize various aspects of your business and personal life. We asked members of the CPA Practice Advisor audience and family to share some of ...

Eva Rosenberg

October 14, 2016 

A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.

October 13, 2016 

The cloud’s popularity derives largely from two factors – the ability to “pay as you go” for software and infrastructure, and the ability to rapidly deploy and scale technology by leveraging vendor infrastructure. In so doing, firms are able to focus ...

Chris Wright, Ed Page

October 13, 2016 

More than two decades ago, industry auditing staples such as GoSystem Audit, Fast-Governmental, and Accountant’s Trial Balance were quickly replaced by a new generation of more robust audit engagement binders including CaseWare and CCH Engagement ...

Roman Kepczyk

October 12, 2016 

Sometimes people and organizations launch a new philosophy, policy or approach with the best of intentions, but fail to consider an unintended consequence that threatens to negate the purpose of the original initiative.

October 11, 2016 

Passengers and flight attendants had a common goal – get to our destination safely and on time. But for that to happen, we needed two critical people. Those two key people had the same goal as the rest of us – get to our destination safely and timely.

Dustin Hostetler

October 11, 2016 

Here’s a quick checklist to make sure your website’s homepage is working hard for you. These eight items should be on your home page for best results:

Sandi Smith Leyva

October 11, 2016 

Social media can be incredibly profitable, but it can also be incredibly time-consuming. Here are three tools that help to take the work out of social media and put the profit back in.

Sandi Smith Leyva

October 6, 2016 

Making a difference in their local communities was the main mission for accounting and financial professionals who participated in The Illinois CPA Society’s 7th annual CPA Day of Service on September 23rd. A record total of over 1,350 volunteers ...

October 3, 2016 

Before casting their vote, the public can watch a video of each firm that highlights how they embody the attributes of being a future-ready firm. The attributes of a Global Firm of the Future include adopting online technologies, implementing fixed ...

October 3, 2016 

Within the accounting industry, clients have come to expect on-demand access to their financial documents, and an online portal environments, ensure these needs are met in a simple and secure format. The benefits of portal environments also extend to ...

Nathan Mote

September 29, 2016 

When most firm leaders think about succession planning, it typically involves grooming a successor who has put in years of hard work and knows the staff, clients, and firm practice overall inside and out. But, if your firm does not have a well-groomed ...