Rethinking Credit Card Merchant Fees

Today, we see the majority of firms reluctantly accepting credit cards from some clients to pay for their accounting services.  A relatively small number of firms advertise this option and most only bring it up either when a client specifically asks to use their card or when the firm is trying to collect on a…

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IRS Expands Use of Electronic Signatures to Forms 8878/8879

One of the biggest hassles that firms have to deal with is getting signed authorizations from clients to file/extend their tax returns.  This usually entails multiple staff being involved in communicating with the client and dealing with a myriad of delivery methods to and from the client.  Source documents can include physical forms, faxed forms,…

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13 Leadership Insights & Tips for CPA Firms

The CPA Consultants’ Alliance (CPACA), a group of thought leaders working together to further leadership within the CPA profession, met recently to identify and 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 identify the single most significant leadership…

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