Firm Management
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Florida Man Pleads Guilty to $1.7 Million Tax Evasion
Generational Change … I’m Getting Old
PCAOB Chair Sworn in For Second Term
Cohen & Co. Gets Private Equity Backing
Tax Document Automation Tools Come of Age
This is our first annual review of tax document automation tools. While we have presented feature articles on this topic in the past, this category is rapidly maturing to include some common feature sets. Internal estimates from vendors based on data provided to CPA Practice Advisor suggest that around 1% of all individual income […]
Helping Clients Succeed: A SaaSy Approach
Imagine an accounting practice where you rarely met your clients, didn’t market to the local business community or belong to chambers of commerce … and don’t even have a sign on the office. You worked pretty much when you wanted to and tried to focus on anything but tax returns. This is probably nearly impossible […]
How to Get Your Firm to Run Like a Well-Oiled Machine:
The literal definition of a well-oiled machine is … well, a machine that is well-oiled. It’s a term I use figuratively quite often to describe a business that is producing strong revenues and operating at peak efficiency … without an excess amount of effort. When I think back 10 years to what I thought was […]
Symposium Draws Profession’s Thought Leaders
Where does innovation come from? While this may be a rhetorical question for some, it was precisely the intent of the inaugural CPA Practice Advisor Thought Leader Symposium, which brought together 25 of the most influential tax and accounting professionals, technophiles and consultants for three days of collaboration and dialogue. As the host of the […]
The Mac Friendly Practice
A Productivity in Practice Feature
A New Practice Model
Not too many years ago, accounting professionals had a reputation for being stodgy, stubborn and even curmudgeons, especially when it came to technology. Most of the professionals I meet today agree that reputation was usually appropriate, but it was driven out of the conservative and skeptical nature that drives them to provide valuable service to their clients … and the constraints of time, of course. After all, what professional looks forward to retraining staff on new systems and workflows every few years?
Branding Your Firm on the Cheap and at Warp Speed: 3 Tips for Creating an Effective Brand
Just reading the few words that make up this story’s headline, branding purists have already made up their minds that I don’t know what I’m talking about. After all, doesn’t branding take months to accomplish through a bevy of paid consultants who want you to spend a lot of money on concept, testing and implementation?
Actions Speak Louder Than Words: 3 Steps to Help You Build Your Brand
Column: Business in Practice