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Automation is not a practice to decrease staff. It’s a way to elevate and empower employees to manage higher-value work.

Is your CPA firm still using a .com domain name? It might be time to think about switching your online presence to a .cpa domain.   The .cpa domain kicked…

When a previously unidentified form of spear-phishing malware attack struck two CPA firms, advanced cloud security was able to thwart it. Here’s how.

Client data protection is mandatory As if data security weren’t already important enough, firms must follow specific IRS rules for keeping client information safe. That’s why the IRS defined the “Security…

Every May and October, CPAs from across the United States gather in-person to review some of the biggest topics facing accounting and tax professionals. Get Director of Technology Strategy Roman Kepczyk’s key takeaways from the Fall session, here.

One of the few silver linings during this pandemic has been the accelerated adoption of technologies and processes that allowed employees to work effectively regardless of location. Successful firms used…

Every year, INSIDE Public Accounting (IPA) surveys accounting firm leaders on a range of operational and financial issues. The 2020 survey generated 540 firm responses, which included consulting company recommendations. This year’s Most Recommended Consulting Companies were asked to provide insight, advice and thought leadership to the IPA readers on…

While many of us are concerned about the “new normal” right now, the reality is that technological change and innovation are accelerating and will create a string of “new normals” (cloud hosting, application integrations) that firms will have to adapt to in the future. And those that do so effectively will be…

When you think of remote work, what comes to mind? For auditors and consultants, it’s working on the road at client offices, airports and hotels. For tax managers, it’s most…

As with any strategic initiative, progress can be significantly derailed by individuals that nod their heads in agreement in public but do not adopt processes and/or quietly countermand them in…

The ongoing COVID-19 pandemic continues to disrupt CPA offices all over the world, but some firms have fared better than others. When the pandemic struck quickly and mostly unexpectedly in…

Whether you run a CPA firm, work for a CPA firm, or work in a business’s financial department, there’s a good chance your metaphorical hand shot up before you even finished reading the above sentence.