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With information technology eliminating most geographic boundaries, generalist firms will find it increasingly harder to compete with niche specialists who have differentiated themselves with more expertise and process efficiency, particularly those targeting CAAS (Client Accounting and Advisory Services). 

On this episode of The Right Byte, Roman Kepczyk discusses why it is necessary to expand your monitor screen real estate. Roman explains the need for a large monitor to…

On this episode of The Right Byte, Roman Kepczyk explains that protecting taxpayer data is the law. Roman discusses five checkpoints that can keep your business compliant with the law…

The rapidly approaching year-end signifies that it’s once again time to take pause, reflect on the progress of the previous 12 months and to begin planning for 2020, particularly in…

Allowing firm members to work remotely can increase morale, improve productivity and boost employee retention, especially among Millennial staff focused on quality-of-life concerns. When it comes to recruiting, firms that…

If you’re like my company – and so many of our clients – you probably subscribe to Microsoft Office (the most popular version among our clients is Office 365 Business…

The IRS recently released the updated W-12 (PTIN Application Renewal) form and one of the questions that preparers will need to take note of is #11-Data Security Responsibilities which states:…

While accounting firms have made great strides to embrace technology and provide clients with premium, on-demand services, there is still work to be done in the area of data security….

Discover the top five reasons why accounting and small business professionals cloud-enable their QuickBooks Desktop.

*This is Part 3 of 3 posts. You can read Part 1 here and Part 2 here. The CPA Firm Management Association recently conducted its second comprehensive technology survey tailored specifically…

Gene Marks, CPA, author, and small business expert, answered small business questions live on our Twitter account. He offered valuable insight to small businesses and accounting professionals, answering questions and…