Firm Management December 23, 2024
Does Your Firm Have a Data Strategy?
Data is at the core of incorporating AI and automation into your firm’s workflows. Without a deliberate data strategy, these initiatives can fall short.
January 17, 2019
Are Your Salaried Employees Truly Exempt?
There are individuals in every workplace in the United States who are paid a salary and considered exempt from pay for overtime after forty hours in a work week. While the issue of whether employees are properly classified as exempt is always an issue ...
January 16, 2019
Could the Government Shutdown Lead to a Meltdown of Cyber Defenses?
According to several recent reports, the fallout in the area of our nation’s cybersecurity has already begun, and it could become a matter of serious concern quickly. (Think China Syndrome, only with cyber in the place of cold-war, secret nuclear ...
January 14, 2019
2019 CES Top Techs and Innovations (Boots on the Ground at CES)
Each January over 180,000 electronics enthusiasts converge on Las Vegas for the International Consumer Electronics Show (CES) which is the largest technology event in the world. CES is the launchpad for thousands of new products ranging from home, ...
January 14, 2019
Cherry Bekaert LLP Acquires Austin Accounting Firm
Cherry Bekaert has expertise in the core industry sectors of technology, life and health sciences, advanced manufacturing, distribution, real estate and private equity, all of which are key economic drivers in the Austin community. Austin’s thriving ...
January 14, 2019
Latest Paychex Flex Release Features Several Enhancements to HR Solutions
The latest Paychex Flex HR enhancements bring performance management, workflow approvals, real-time analytics, and a configurable events calendar to the platform – all backed by self-service capabilities that empower employees and administrators to ...
January 12, 2019
AICPA Exec Anthony Pugliese to Take Helm of CalCPA
CEO Loretta Doon, CPA, will be retiring in June 2019. After an extensive nationwide search, the CalCPA board of directors and the foundation board of trustees have named Anthony Pugliese, CPA, CGMA, CITP, as the new incoming CEO of both organizations.
January 10, 2019
3 Key Questions to Ask Prospects in Your Initial Value Conversation
Your sales process for acquiring prospects may be the most important interaction you have with your clients throughout the life of the engagement, because this is the time to truly find out not only their needs, but how much they value the solution.
January 10, 2019
Most Businesses Don’t Have Adequate Day-to-Day IT Support
EVAN combats these issues with a non-traditional approach. Dubbed “The Uber for IT support,” EVAN provides modern solutions for businesses’ most pressing IT needs. EVAN diagnoses problems in less than five minutes and resolves them in an average of 33 ...
January 9, 2019
RSM Joins Sheltered Harbor’s Alliance Partner Community
The audit, tax and consulting services firm RSM US LLP has joined the Sheltered Harbor alliance partner community in both an assurance and advisory capacity. A not-for-profit subsidiary of Financial Services Information Sharing and Analysis Center (FS-ISAC), Sheltered Harbor is the industry standard for protecting and recovering customer account data in the event that a...…
January 9, 2019
The Digital Services Tax – What to Know Before Your Clients Ask
The OECD, European Commission and others have been studying this for many years. The AICPA recently released a policy paper that explains the topic, issues and lists what some countries are doing or proposing. See AICPA Policy Report – Taxation ...
January 8, 2019
CAQ Framework Aims to Assist Accounting Firms Enhance Disclosures About Audit Quality
Enhanced disclosures, along with related metrics, can promote important dialogue and deepen the understanding of audit quality, according to a new resource published by the Center for Audit Quality (CAQ). The Audit Quality Disclosure Framework assists ...
January 8, 2019
ITA Announces New Members
The ITA is an independent, not-for-profit, professional association of leading CPA firms, consulting firms and technology vendors whose purpose is to share information and build relationships that improve the way its member firms, and their clients, ...