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Withum Hosts New Innovation Hub-Like Office Open House in Providence, RI
Ascend Adds Lucas Horsfall in California
Zone & Co Launches ZoneBilling AI Assistant
IRS Extends Tax Deadlines Until May For Helene Victims
2 Keys to an Effective Workspace
When where you work is actively working against you, it takes time out of your day and increases your frustration and anxiety. As such, it’s important to play an active role in creating a space that helps rather than hurts you.
IRS and International Tax Agencies Fight Global Tax Evasion
The Joint Chiefs of Global Tax Enforcement (J5) was formed in 2018 after a call to arms from the OECD Taskforce on Tax Crime and has been working together to gather information, share intelligence and conduct coordinated operations, making significant ...
2020 Review of Zoho CRM
Zoho CRM www.zoho.com From the 2020 reviews of CRM systems for accounting firms. Zoho CRM is a solid online CRM application well designed for businesses of all kinds, including accounting firms, although it is better suited for businesses that sell products. Zoho CRM offers four plan levels, with a basic plan available at no cost. […]
David Cieslak, CPA.CITP, CGMA, GSEC Inducted into Accounting Hall of Fame
The members of the Accounting Thought Leader Symposium have elected David Cieslak, CPA.CITP, CGMA, GSEC, accounting technologist and chief cloud officer and executive vice president with RKL eSolutions, into CPA Practice Advisor’s Accounting Hall of Fame. The announcement was made during a presentation at the 2020 meeting of the Thought Leader Symposium, an accounting think tank […]
Apps We Love: Feb. 2020 – Meeting & Calendar Apps
We live in an era of convenience, and that goes for meetings as well as everything else. There’s simply no excuse to insist that everyone gather in person for a meeting, nor is there reason to be frustrated with the chaos of a conference call when too many people are on the line, like the […]
3 Secrets to Ensure Successful (and Profitable) Client Meetings
We are in the business of building relationships. No matter how advanced technology becomes, at the heart of the accounting profession, we are people of our people—our clients. That means face-to-face meetings with clients are still (and will likely always be) a mainstay component of a firm’s business model. And now well into busy season—the […]
3 Secrets to Ensure Successful (and Profitable) Client Meetings
We are in the business of building relationships. No matter how advanced technology becomes, at the heart of the accounting profession, we are people of our people—our clients. That means face-to-face meetings with clients are still ...
2020 Reviews of Expense Management Systems
Expense Management has always been important, but in recent years, the surge in company travel has found more businesses scrambling to find a way to continue sending their employees where they need to be, but doing so in more cost-effective manner.