Is your firm protected from cyberattacks?
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
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
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
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
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
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...
Latest article
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
Talent shortages are impacting every industry across the nation. Forbes recently reported that talent shortages could create up to 85 million unfilled jobs over...