Learn how you can streamline your busy season with Tallyfor
Tallyfor is a cloud-based application built to streamline and automate your book to tax adjustments, coding, and data entry, making tax season a little...
New Whitepaper: How to Leverage Your Firm’s Tax Expertise into Year-Round Revenue Opportunities
If tax season is the major source of your firm’s revenue, it may lead to seasonal stress, cash flow issues, and an ongoing need...
What is Ransomware?
Last time we talked about whether using tax software ensures meeting security and compliance needs.
Here's another great question that I get asked by accountants:
We've...
2022 Technology Roadmap Workshop
Presented by Daniel Moshe | 1 CPE Credit
It can be overwhelming for a CPA firm to identify and prioritize the technology they need all...
How Capacity Planning Can Help Take Some of the Suck out of Tax Season
Ok. Stop. Take a breath. You did it. 2 straight years of tax season. None of us signed up for this, but when our...
Avoid these 5 phrases that make you sound passive aggressive—here’s how successful people communicate
Editor's Note: I recently stumbled across this article written by Erica Dhawan from CNBC and I thought I'd share with our readers. I think...
[CPE Webinar] Big Issues in 2021 – Identifying Risk is the First Step to...
September 29 at 1:00 p.m. ET | Presented by Peter J. Larkin and Cynthia Butera | 1.0 CPE Credit
The economic landscape for 2021 has...
Key Strategies to Help Your Firm Succeed in Today’s Evolving Accounting Profession
Regulatory changes, emerging trends, and new technologies. Alone, each of these developments would be enough to create a rapid evolution in the accounting profession....
Four Keys to Building Win-Win Relationships with Clients Beyond Accounting Services
Developing long-term results for your clients and maximizing the lifetime value of their business depends on building win-win relationships. From your clients’ perspective, understanding...
What’s the Most Vulnerable Part of Your Firm?
What is the most important part of your business?
You may have (not) guessed it...
Your laptop...
If someone steals your laptop, they can easily sell it...
Latest article
Plan Ahead to Prepare Your Firm for New Developments and to Meet Emerging Challenges...
There is a confluence of regulatory changes, emerging trends, and an evolving technology landscape that is reshaping the accounting profession. With so many developments...
Cybersecurity & Compliance: Is Antivirus Enough?
A question that comes up a lot is, "I have antivirus on my computer. Isn't that enough for whatever I (or anyone else) should...
Why Monitoring These 3 Trends in Regulatory Changes is Essential for Accounting Professionals
Every day, accounting professionals are faced with a growing burden of regulatory and compliance requirements, with more looming ahead in 2022 and beyond. While...