Running a Firm (789)
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CPAs as Aggregators
- Thursday, 04 March 2010
- Running a Firm
- Written by Ken Garen
The Oklahoma land rush the result of the opening of a choice portion of Native American territory in Oklahoma for settlement, which set off one of the most bizarre and chaotic episodes of town founding in history. The land rush started at high noon on April 22, with an estimated 50,000 people lined up to claim their piece of the available two million acres. By the end of the day, both Oklahoma City and Guthrie were cties of around 10,000 people in half a day. In Oklahoma City. Much like the Oklahoma land rush of 1889, accountants are now having a once-in-a- lifetime opportunity that is guaranteed to change the landscape of financial business forever.
Read more...Tax Research: Revolution or Evolution?
- Wednesday, 24 February 2010
- Running a Firm
- Written by Bob Scott
Just how big a change does it take to meet the needs of tax researchers as technology evolves? One answer was suggested last year when CCH introduced IntelliConnect to replace its Tax Research Network. There have been indications the transition has been rougher than CCH would like and the company has put out three quick enhancements, starting in the fall.
Read more...A Passion a Day Keeps the Doctor Away
- Friday, 19 February 2010
- Running a Firm
- Written by Edi Osborne
Passion, and the biochemical release it facilitates in the brain, reduces stress and is shown to improve your overall health. Amazingly, it has a similar effect on those who cross your path. Now put the words Passionate and Accountant together in the same sentence and you have a formula for healthier people, businesses, firms, and the economy. Bottom line: if you are not passionate about what you do, if you don’t spring out of bed with enthusiasm for the day ahead, you have to ask yourself, “what ‘s missing?”
Workflow Applications Grow into Process Management Systems
- Wednesday, 17 February 2010
- Running a Firm
- Written by Bob Scott
In the second year of using the workflow system from XCM Solutions, the Red Bank, N.J.-based accounting firm WithumSmith+Brown has taken a system that was used in firm-wide test during the last tax season and has implemented it throughout the firm, wherever there are documents and processes to track. "Every job a staff person puts in is the system," notes partner Jim Bourke. "We mandated that all jobs, financial statements, tax returns, whatever the work product is going through XCM so we can track workflow." Read more...
Becoming a Local Expert During Tax Season
- Tuesday, 09 February 2010
- Running a Firm
- Written by Jack LaRue
For those of us in the tax and accounting profession, the days between now and April 15 are usually the most stressful of the year. They’re also the time when the media suddenly take an interest in what we do with increased coverage on tax season and money matters. Most of us are too busy to realize that this is a great opportunity to get generate some very valuable publicity.
Do You Know Where Your Virtual Assets Are?
- Monday, 08 February 2010
- Running a Firm
- Written by Robert H. Spencer, PhD
As accountants in practice, it is important to counsel our clients on being responsible; for example, insuring they have a will. We suggest that they store valuable documents in a secure location, such as a safe deposit box. Yet the rules have changed! So many transactions are now conveyed electronically. How do you receive utility bills, credit card statements, and broker statements today? If you are like me, and millions of others who live in the digital world, you most likely receive them via electronic statements. Now, where are all these electronic documents stored and how are they maintained?
Read more...
NFP Needs Still High
- Wednesday, 03 February 2010
- Running a Firm
- Written by Bob Scott
Social Media: "The Big Four"
- Monday, 01 February 2010
- Running a Firm
- Written by Jennifer Wilson
I predict that social media tools will drive as big a communications revolution in our businesses as e-mail did some 20 years ago. But as you develop your firm’s social media strategy, you may still wonder about the differences between the various social media, who uses them and how. This article will compare and contrast “the Big Four” - LinkedIn, Facebook, Twitter and Blogs – and spell out their uses briefly.
Manage Time, Leverage Talent
- Wednesday, 27 January 2010
- Running a Firm
- Written by Edi Osborne
Let me start off by saying, I hate waste! The idea of getting the “biggest bang for my buck” or “killing two birds with one stone” has always appealed to me. Anytime you can use the same or fewer resources to get a greater result, that’s leverage right? Or is it efficiency? Most of the time, the terms leverage and efficiency are used interchangeably. However, when it comes to accounting firms, the distinction between the two terms can make the difference between just managing time and truly leveraging your firm’s talent.
Client Portals for the Tax Practitioner
- Monday, 11 January 2010
- Running a Firm
- Written by Jim Bourke CPA.CITP
With security and privacy concerns prevalent in today’s marketplace, many CPA Firms are looking at client portals as a solution to make financially sensitive information available to their clients. Google the internet today with “CPA Client Portal” and literally thousands of hits will appear. The portal is quickly becoming the avenue of choice for CPA Firms transferring financially sensitive information to their clients.
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