Dont Hesitate Communicate!
In addition to staying up to date on new laws and regulations, it’s also important to keep clients in the loop to promote the firm’s value and lead to further services. See how one firm makes this...
Published on August 07, 2013
Hot Topics to Consider as Busy Season Approaches
The November issue of the Small Firm Solutions e-newsletter addresses items that firms should consider as busy season approaches. This article encourages firms to consider taxes and deductions in the American Taxpayer Relief Act, tax planning for same-sex couples, the new Financial Reporting Framework for Small and Medium Sized Entities,
Published on November 13, 2013
Fiduciary for a Trust or Estate Consider This
The November issue of the PCPS News & Views e-newsletter discusses the CPA’s role as a fiduciary. Aon provides considerations for CPAs who are acting as a fiduciary for a client’s trust or estate. The article points out risks of serving in a fiduciary capacity and how to successfully mitigate
Published on November 05, 2013
What My Kids Taught Me about Social Media
...It may not be as difficult and time consuming as you anticipate, especially if you’re able to utilize the expertise and social media savvy of younger staff and family members
Published on June 26, 2013
Narrowing the Gender Gap at the Top
The feature focus article in the September issue of The Practicing CPA e-newsletter takes a look at the challenges faced by today’s professional women in climbing the corporate ladder. This article provides extensive research about the barriers to entry faced by women in the CPA profession and provides actionable items
Published on October 03, 2013
Be a Top Pick for Women Professionals
The large firm article, written by Rosalie A. Mandel, CPA, in the September issue of The Practicing CPA e-newsletter explains their women’s initiatives program in great detail. This article explains how their women’s program is directly linked to firm strategy and how the program incorporates elements of leadership, mentoring, and
Published on September 24, 2013
How to Do Well by Doing Good
The solo firm article, written by Carolyn Sechler, CPA, in the November issue of The Practicing CPA e-newsletter discusses the makeup of her virtual firm. This article details the benefits of specialization and a unique certification for social entrepreneurs.
Published on November 26, 2013
Chemical dependency (either on legal or illegal substances) can cause behavioral changes. The effect of such behavior on client relationships is predictably negative for both the individual and the firm.
Published on February 14, 2012