3 ways to protect your client data

The IRS is warning about new cyber security risks and fraud scams on a weekly basis. There is no doubt that accountants are at...

Managing millennial money — Attracting clients with technology

The next generation of clients is here. Many of us still think of millennials as the 20-something, just out of college crowd, when actually...

5 ways to successfully develop your team

Finding the right team may feel harder than ever right now. So keeping the great team you have, should be a top priority. Studies have...

5 skills that will help prepare you for success

The next generation of leaders already is facing its own set of challenges, from inflation to staffing shortages. And while challenges are always consistent...

Your 5-step plan for attracting top talent in a tough job market

“Sorry, we’re short-handed.” That seems to be the expectation now almost anywhere you go. Staffing shortages around the country are not making the lives of...

Your 5-step to hiring the right candidate the first time

In an already challenging job market, nothing is worse than having to repeat the hiring and training process for the same position because someone...

Are you addressing these top tax firm concerns?

The AICPA recently released the results of the “2022 AICPA Private Companies Practice Section (PCPS) CPA Firm Top Issues Survey,” which sheds light on...

Perception vs. Reality: The hidden costs to run your practice

Small practices forget to run a burden rate to calculate their costs of doing business. We either think we are too small and we...

Your tax tech stack for 2022

Technology was adopted by more firms than ever out of necessity during the pandemic. Firms that still operated with in-person meetings and paper documents...

The importance of reviewing what didn’t work post tax season

There is no better time to talk about what did and did not work in your practice this year than now—in the aftermath of...

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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...