IT

Your clients come to you to get their taxes done or for assistance with financial planning. Why? Because they can’t do those things themselves, and they don’t want to try….

When you think of IT outsourcing, do you think of services meant for large companies only? If you answered yes, it’s time to reconsider this idea and look at the…

You are employers, stakeholders, risk-takers and jacks of all trades–and you wear a variety of hats. These days, there’s even more pressure on business owners to manage it all. The…

Choosing the Right Outsourced IT Provider is Difficult Everyone at an accounting firm has a job to do—and rarely is that job “manage IT.” Some larger firms may have a…

Like most small business owners, Susan (not her real name) juggled a lot … and sometimes things would get missed. We can all relate to that. But in this case, the “missed thing” almost cost Susan everything. Read her cautionary tale.

Despite restrictions in place due to COVID-19, accounting firms are continuing to acquire and merge in other practices and related businesses. With the inherently confidential nature of mergers and acquisitions (M&A) and the stunted ability to physically meet, most discussions are limited to…

The rapidly approaching year-end signifies that it’s once again time to take pause, reflect on the progress of the previous 12 months and to begin planning for 2020, particularly in…

*This is Part 2 of 3 posts. Stay tuned for Part 3. You can read Part 1 here. The CPA Firm Management Association (CPAFMA) recently conducted its second comprehensive technology…

*This is Part 1 of 3 posts. Stay tuned for Part 2. The CPA Firm Management Association (CPAFMA) recently conducted its second comprehensive technology survey tailored specifically to member firms…