Firm Management
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Tax Pros Now Required to Use Multi-Factor Authentication to Protect Client Data
Taxpayers Claimed $8 Billion in Inflation Reduction Act Tax Credits for Clean Energy and Efficient Home Improvements
Mortgage Rates Drop to 6.55 Percent; Biggest Drop in 2 Years
Vertex Acquires ecosio To Accelerate Global E-Invoicing Compliance
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Are You a Firm of the Future?
The call for entries is open through August 12, 2018 at 11:59 PM Eastern. Any bookkeeping, full-service accounting, and/or tax firm based in Australia, Canada (except Quebec), the United Kingdom, the United States and, for the first time, India are ...
July 2018 Firm Management Channel
Firm Management Social Media: Can Your Receptionist be a Profit Center? Firm of the Future.https://bit.ly/2KaA6JS 3 Steps to ID and Fix Bottlenecks in Firm Workflow. Thomson Reuters Blog.https://tinyurl.com/yaeo9enl What a Great Succession Plan Looks Like. Rosenberg Blog.https://bit.ly/2KpRNkL Benchmarking Your Firm Against Others. Karbon Blog.https://bit.ly/2KkmE5z 3 Tips to Help Clients Through Hurricane Season. AICPA Insights.https://bit.ly/2KaNL3N […]
How to Build a World-Class Marketing Culture in Your Firm – Part I
There is no shortage of articles that provide guidance on how to develop a marketing program for firms. But what’s not being discussed currently is the concept of culture. Beyond standard tactical tips, it’s critical to first understand the broader idea o
Cool Marketing Tips to Draw in HVAC Clients
Summer is an HVAC business’ busiest time of year. With that in mind, you have to think outside the box to reach your busy clients and prospects. What’s an accountant to do?
3 Mindfulness Myths Debunked
As a culture, we have the tendency to be incredibly skeptical of any concept or idea that comes with the promise of improving our inner lives, especially if it’s rooted in a religious practice or delivered by self-proclaimed self-help gurus.
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Accountants as Advisors
The compliance task is still a necessity, but as the recent changes in the tax code and the resulting postcard sized tax return illustrate, much can be done automatically. Fewer individuals will need to itemize and will consider doing their tax ...
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Every CPA Firm Needs to be a Security Company
CPA firms are also once again changing. For many, the first customer facing technology may have been offering self-service options to extend back office functionality. Electronic invoicing and collections are two early examples that date back to the ...
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Why Vacations Are Good For You – and Your Team
Love going on vacation but worried about taking time off? You’re not alone. The majority of workers in a recent Accountemps survey said they typically check in with the office at least once or twice a week during their vacation.