The Firm of the Future Can Be Your Firm Today!

Article:  CPA firms are trying to figure out how to do more with less while at the same time continuing to be competitive and profitable. These demands require that firms increase the productivity, efficiency and collaboration of their workforce. Three of the areas in which firms can focus their attention to
Published on January 28, 2011

Four Winning Strategies for the New Year

Newsletter:  How to succeed in 2010. What to expect for the New Year.
Published on January 28, 2011

Increase Productivity With Multiple Monitors

Article:  CPAs who use dual monitors are finding that the addition of a third or fourth monitor also pays dividends. As the number of applications CPAs depend on expands, so does the need for more screen real estate. While a CPA’s two primary monitors are typically used to manage core applications
Published on March 21, 2011

Client Data Security for the Tax Practitioner

Article:  This column takes a brief look at some practices CPAs should consider when handling data security.
Published on January 28, 2011

Are You Missing the Seven Essential Elements of Your LinkedIn Profile

Article:  LinkedIn has become the premier business-related social network. Almost everyone that I know has a LinkedIn profile and has started using it to connect with other business professionals. I have had the opportunity to look at numerous LinkedIn profiles. Some are great, some are good and some are not so
Published on January 28, 2011

Making the Most of Your Facebook Page

Article:  In Showcase Your Company and Promote Your Brand, I showed you how to use Facebook to build a community for your organization. This community could include employees, clients, referral sources, vendors and other fans. Your Facebook Page can be used to communicate to and interact with your fans. In this article,
Published on January 28, 2011

Showcase Your Company and Promote Your Brand

Article:  In my April and May articles, I discussed how CPAs and CPA firms can use LinkedIn to build a community of customers, employees, vendors, referral sources and fans. Now, it’s time to look at Facebook. Facebook offers two options to an organization that is looking to build a community. First,
Published on January 28, 2011

Record Retention

Article:  Every firm should have a record retention policy and should have its legal counsel review this policy to make sure that all legal areas are covered. The policy should spell out what records should be kept and for how long.
Published on May 03, 2010

Seven Essential LinkedIn Groups

Article:  LinkedIn is like any other network, it takes active involvement to be successful. My last article, Seven Essential LinkedIn Activities, focused on activities that will help you get the most out of LinkedIn. One of my recommended activities was to join LinkedIn groups. In this article, I will outline seven
Published on January 28, 2011

Firing Clients Can Be Good for Business

Article:  There are a variety of reasons that clients should be asked to leave the firm. The average CPA can follow certain steps to recognize these situations and take appropriate action.
Published on April 08, 2013

A Record-Breaking Year for e-Filing

Article:  2007 was another record-breaking year for tax returns filed electronically with the IRS.
Published on May 02, 2010

Interactive Tools

Overview:  This page highlights the AICPA's offering of interactive tools.
Published on March 05, 2013

Monitoring Your Firms Web Presence in 2010

Article:  How you and your firm can monitor and control your presence in the world of social networks.
Published on January 28, 2011

2011 Tax Software Survey

Article:  This article presents results from the 2011 tax software survey. More than 10,000 CPAs assessed tax prepartion products and provided detailed information about what they liked and disliked about their tax software.
Published on July 31, 2011