Category: Consulting
May
30
Leverage Technology to Spend More Time with Clients
This article was originally published in the July 2017 CPA Journal, The Voice of the Profession, a publication of the New York State Society of CPAs. It has been posted here with permission of the Publisher. The best way for a CPA firm to become successful is to build long and lasting relationships with clients. The more […]
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May
30
Turning the Profession of “Me” into the Profession of “We”
This article was originally published in the June 2017 CPA Journal, The Voice of the Profession, a publication of the New York State Society of CPAs. It has been posted here with permission of the Publisher. There was a time in America, and in accounting, when loyalty was the most important contract employees and employers had with […]
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May
30
The CPA Firm of the Future
This article was originally published in the May 2017 CPA Journal, The Voice of the Profession, a publication of the New York State Society of CPAs. It has been posted here with permission of the Publisher. Over the next five to 10 years, CPA firms are going to see change at a pace the profession has never […]
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May
30
How to Protect Your Firm in The Digital Age
This article was originally published in the March 2017 CPA Journal, The Voice of the Profession, a publication of the New York State Society of CPAs. It has been posted here with permission of the Publisher. Three years ago, the server at the author’s firm was hacked by a Russian scammer who got into the system by […]
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May
30
How Value-Based Billing Helps Firm Culture
This article was original published in the February 2017 CPA Journal, The Voice of the Profession, a publication of the New York State Society of CPAs. It has been posted here with permission of the Publisher. Tax season has long been a rite of passage for staff and management alike. Staff must put in the billable hours […]
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May
30
The Personal Approach to Tax Returns
This article was original published in the January 2017 CPA Journal, The Voice of the Profession, a publication of the New York State Society of CPAs. It has been posted here with permission of the Publisher. As the tax profession becomes more and more technology-focused, there seems to be a trend among CPA firms preparing tax returns to […]
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May
30
Using Performance-Based KPIs in Accounting Firms
This article was original published in the December 2016 CPA Journal, The Voice of the Profession, a publication of the New York State Society of CPAs. It has been posted here with permission of the Publisher. Accountants often become stuck using metrics and key performance indicators (KPI) that do not actually tell them how their business is […]
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May
30
Building a Firm Culture to Attract Millennials
This article was original published in the November 2016 CPA Journal, The Voice of the Profession, a publication of the New York State Society of CPAs. It has been posted here with permission of the Publisher. On a recent trip to San Francisco to attend an accounting software conference, this author had a chance to visit various […]
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May
30
Paradigm Shifts that are Changing the Accounting Profession
This article was original published in the October 2016 CPA Journal, The Voice of the Profession, a publication of the New York State Society of CPAs. It has been posted here with permission of the Publisher. The accounting profession is one of the slowest to change in the country. Maybe it’s due to CPAs’ natural conservatism, but […]
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May
30
Recruiting and Retaining Talent
This article was original published in the August 2016 CPA Journal, The Voice of the Profession, a publication of the New York State Society of CPAs. It has been posted here with permission of the Publisher. Whenever I talk to another CPA firm—big, small, or anywhere in between—about the biggest challenges facing their firm, they almost always say recruiting and […]