Is your firm protected from cyberattacks?

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We all know that cybersecurity is a must for tax practices and CPA firms. With the inordinate amount of personal data we collect in...

Survey says: US tax executives lean into technology

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US tax executives’ top goal for their tax departments in 2022 is planning for domestic and global tax changes, according to BDO’s "2022 Tax...

Multitask your commute without using your phone

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Even after working from home for nearly three years, there still seems to be commute time that shows up in the middle of my...

New Crypto Tax Guide

Blockworks, a cryptocurrency news outlet, has released “The Investor’s Guide to Crypto Taxes” sponsored by Ledgible, a crypto tax and accounting platform for professionals....

Accountants and Uncomfortable Conversations: What avoiding them is costing you

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We’re the stereotypical introverts. Okay, not all of us. But most people still hear accountant and think of a guy with a green visor...

Be Prepared! September is National Preparedness Month

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Did you realize that we have a "National Preparedness Month?" As the father of 1 Eagle Scout and 1 “soon to be Eagle Scout,” “Be...

Turning your blog posts into marketing material

Scene: You have a decent blog on your website. Multiple pieces of content are available and maybe your current clients are reading them. But...

First Internet Bank launches Do More Business™ Checking

Small business owners take note. First Internet Bank's Do More Business™ Checking is an account designed to help them accomplish more in less time....

It’s not the CRM, it’s you — How to make tech work for you

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Scene: You already have tried multiple pieces of software to solve a problem and each time you’re sold a bill of goods that does...

Why your practice can benefit from more structure

CPA firms typically have been organizations with well-defined structure. As COVID drastically changed working environments, more remote work and flexible schedules started shifting how...

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Are you taking on too much?

Most of us have heard the phrase “jack of all trades,” and we usually use it as a term of endearment to compliment seemingly...

Topel Forman affiliates with Avantax for wealth management, financial planning services

Accounting firm Topel Forman L.L.C. has affiliated with Avantax Planning Partners℠, Avantax’s employee-based RIA (registered investment advisor) to provide comprehensive tax-focused financial planning and...

Old school accounting firms are dead

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Talent shortages are impacting every industry across the nation. Forbes recently reported that talent shortages could create up to 85 million unfilled jobs over...