Assessing your firm with the balanced scorecard

0
The balanced scorecard is a management tool that has been used since its original development in 1987. Art Schneiderman first developed it while working...

Helping clients keep cash – Your cash flow software review

0
Did you miss our "Future Forward" event last week? Never fear. Subscribe to our YouTube channel to catch all the replays. One of the...

Identifying AI tax scams

A new and overwhelming round of tax scams is hitting the American public and sophisticated AI tools are at the helm. Tax scams are...

Is AI taking accounting jobs?

0
If artificial intelligence (AI) still sounds like a scene from the matrix, you’re not as ready for the future of accounting as you think....

Is Tax Dome the next tech?

0
In a recent survey of small firm practices, Tax Dome came out as one of the most used CRM software. What does Tax Dome...

Survey says: US tax executives lean into technology

0
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...

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

0
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...

3 ways to protect your client data

0
The IRS is warning about new cyber security risks and fraud scams on a weekly basis. There is no doubt that accountants are at...

Your tax tech stack for 2022

0
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...

Your 5-step plan to growing your social media prowess

0
Historically, CPA firms have not been the best self-advertisers. Stemming back to our code of conduct that regulates how and what we promote to...

Stay connected

294FansLike
241FollowersFollow

Latest article

Top Tax Efficiency Software

0
What’s going to save you the most time this tax season? We read all the reviews and tallied up the stars and here are...

Don’t Forget About K-2 and K-3

0
You may remember the pre-tax season stress at the end of 2022 when the IRS updated schedules K-2 and K-3. These little-known schedules made...

Access the Free Online Video: Webinar on 2023 Form 1099-K Rules for Payment App...

0
WASHINGTON — The Internal Revenue Service today posted a free online video of a recent 2023 Form 1099-K webinar, a resource among many helpful...