Accounting April 11, 2025
Maximizing IT Investments: Hardware, Software, and Budget Planning
By partnering with a proven IT advisor, firms gain a strategic IT advantage that enhances performance while controlling costs.
Accounting March 11, 2025
Maximizing IT Investments: Hardware, Software, and Budget Planning
CPA firms must balance cutting-edge IT solutions with cost-effective management. Firms that fail to optimize their IT investments often struggle with inefficiencies, unplanned expenses, and system downtimes that negatively impact productivity.
Taxes October 4, 2024
IT Best Practices Checklist to Follow IRS Guidelines When Offshoring Accounting Staff
Firms must consider tax compliance when offshoring accounting staff. The IRS has issued several guidelines and regulations that affect the tax implications of offshoring accounting activities.
Accounting December 30, 2023
How Accounting Firms Should (and Should Not) Use ChatGPT
ChatGPT ushered in a new era of automation in accounting, for better or worse. While technology has made many content-based tasks much easier, questions remain about its accuracy and security.
Accounting June 20, 2023
How Cloud Hosting Fuels Talent, Consolidation, and Data Security
Many firms are looking to technology solutions to address these challenges, streamline productivity, reduce security risks, and focus on revenue-generation.
Firm Management October 3, 2022
Data Security: What Could Go Wrong?
At the end of the day, cyberattacks can have a detrimental impact to firms. Don’t wait until it’s too late to develop an effective data security plan.
Firm Management July 27, 2022
What CPA Firms Need to Know about Outsourcing
To help lighten the load and setup for success, many firms have turned to outsourcing. Essentially, outsourcing is when a business hires a third party to provide services or complete certain tasks for the business.
May 2, 2022
2022 Tax Season Review: The Good, The Bad, & The Ugly
The tax season is often measured by the revenues a CPA firm generates, so this time period is make-or-break for the whole year. Adopting a reliable, secure cloud-based platform designed especially for CPA firms will help reduce stress for tax preparers...
February 4, 2022
How CPA Firms Can Combat Talent Crisis Trends
In just under two years' time, the pandemic has touched every aspect of business life and working environments. Intermittent outbreaks and lockdowns are forcing companies to innovate alternatives to the typical “commute to the 9-5 office” routine...
January 2, 2022
Talent Attraction & Retention: Supporting a Flexible Work Environment
Employees across the country have been empowered by the transformations in the world of work. The priorities of employees have evolved post pandemic. FlexJobs, a job site for flexible employment, reported 16 percent of 7,300 workers surveyed said they ...
December 3, 2019
Traditional Security Versus Cloud Security: A Comparison
The cloud has quickly been demystified and become standard practice, yet security concerns still linger and are an impediment to broader adoption of cloud hosting and services. With the sheer number and complexity of data security threats ...
Technology May 22, 2017
Top Business Trend for 2017: Achieving Work-Life Balance
Transitioning from a traditional IT setup to the cloud can not only save your business IT dollars, but it has nontangible benefits as well. One of those benefits is creating a better work-life balance for your employees.
Contributors
Amy Vetter
CPA, CITP, CGMA
Becky Livingston
Accounting & AI Marketing Consultant
Brian Tankersley
CPA, CITP, CGMA
Garrett Wagner
CPA, CITP, CEO and Founder of C3 Evolution Group
Jim Boomer
CPA, CITP, CEO
Ken Berry, JD
CPA Practice Advisor Tax Correspondent
Kristy Short, Ed.D.
Accounting Content Specialist
Mary Girsch-Bock
Contributing Writer
Randy Johnston
MCS, MCP
Roman Kepczyk
CPA, CITP, CGMA
