Insights

It Pays to Give

“For it is in giving that we receive.” Francis of Assisi “Why should I give free advice?” I often am asked this question when advising clients to blog, answer questions in public forums and generally offer professional insight to their audiences. It’s a reasonable question, since like most in the accounting profession, they want help…

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2016 CPAFMA Technology Survey Findings: Infrastructure/Communications/Governance

The CPA Firm Management Association conducted its first comprehensive technology survey tailored specifically to member firms with the goal of identifying the applications, products and processes utilized by peers.  Where possible, the survey attempted to identify which applications firms are moving to in the cloud compared to traditionally on-premise managed solutions.  The survey was conducted…

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2016 CPAFMA Technology Survey Findings-Workstations

The CPA Firm Management Association recently conducted its first comprehensive technology survey tailored specifically to member firms with the goal of identifying the applications, products and processes utilized by peers.  Where possible, the survey attempted to identify which applications firms are moving to in the cloud compared to traditionally on-premise managed solutions.  The survey was…

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2016 CPAFMA Technology Survey Findings-Administrative Technology

The CPA Firm Management Association recently conducted its first comprehensive technology survey tailored specifically to member firms with the goal of identifying the applications, products and processes utilized by peers.  Where possible, the survey attempted to identify which applications firms are moving to in the cloud compared to traditionally on-premise managed solutions.  The survey was…

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2016 CPAFMA Technology Survey Findings-Audit & Accounting Technology

The CPA Firm Management Association recently conducted its first comprehensive technology survey tailored specifically to member firms with the goal of identifying the applications, products and processes utilized by peers.  Where possible, the survey attempted to identify which applications firms are moving to in the cloud compared to traditionally on-premise managed solutions.  The survey was…

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Critical Thinking

Many skill sets are needed as professionals enter the workforce. As I travel around the country to conferences and meet with clients, one concern seems to bubble to the top. The lack of critical thinking skills.  I would challenge the reading audience to consider this has nothing to do with age, but possibly more with…

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2016 CPAFMA Technology Survey Findings-Tax Technology

The CPA Firm Management Association* recently conducted its first comprehensive technology survey tailored specifically to member firms with the goal of identifying the applications, products and processes utilized by peers.  The survey was conducted in January 2016, with 140 members participating, 90% of which had between 11 and 149 personnel and almost half being multi-office.  …

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Why Do You Care Where I Work? Six Reasons to Go Virtual

Firms must move – and move now – to support virtual work environments. I’ll admit I’m biased.  For fifteen years, I have run a completely virtual business.  When not on the road speaking, teaching or consulting, each of our team members works from home in cities across the country.  From our inception, the information assets…

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People at the Center of CPA Firm 2015 Top Issues

The CPA Consultants’ Alliance (CPACA), a group of thought leaders working together to further leadership within the CPA profession, recently held its annual meeting to discuss the most pressing leadership challenges facing the CPA profession and identify solutions to address these challenges.  Following the meeting, CPACA members were asked to comment on the single most…

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Debrief Tax Season with these Five Questions

The Dust has Settled.  April 15th is over a month behind you.  Your people have probably had a chance to take at least a short breather before getting back into the swing of things. While this past busy season is still fresh in everyone’s mind, now is a great time to debrief and figure out…

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