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
7 Tips When Bringing in New Partners
Retiring Baby Boomer partners feel they lack the quality bench to replace them. This explains the fact that only 20% of first generation firms make it to the 2nd – which is not expected to improve in the near future. Most partners prefer the exit ...
Why I Don’t Talk to Salespeople
The emails always start the same. I’ve read your article in whatever publication. They say that I think differently, and want to talk to me. Like an idiot, I talk to them, and five minutes into the conversation, I am wondering why I took this call.
The CPA’s Ultimate Guide to Credit Card Processing
Whether you're considering accepting credit or debit cards for the first time, you're shopping for a new payment processor, or you just want to offer informed advice to your clients—this guide has everything you need to know.
What Amazon Can Teach Tax Professionals about Adding Financial Planning Services
The convenience and all-in-one experience that your clients get from Amazon has come to be their new expectation in other facets of their lives, including their finances. More and more clients are looking for a single solution for all of ...
New Podcast Helps Accounting Pros Become Future-Ready
The Maryland Association of CPAs and the Business Learning Institute have launched a weekly podcast as part of their continuing bid to make accounting and finance professionals more future-ready.
Mentor Plus Launches Online Training Turnkey Consulting Course Has Over 100 Resources
The L5CA online training covers the three elements: Mindset, Skillset and Toolset that are vital to the success of Certified Public Accountants (CPAs) looking to deliver specialized services. Throughout the training, students learn to ask different ...
Mass. Society of CPAs Names Educator of the Year
The Massachusetts Society of Certified Public Accountants (MSCPA) has named Shay Blanchette, CPA, MBA, as the winner of its Outstanding Educator of the Year award for 2018. Blanchette, a Foxboro resident, is a senior lecturer and MSA faculty ...
BDO Adds Firm in Belize
BDO Belize’s founding partner, Stanley Ermeav, says that he is very proud to be joining BDO: “Our firm’s core purpose is to deliver outstanding services to our clients, so we are very much in tune with BDO’s exceptional client service brand promise.