2+ week, 4+ day ago  (617+ words) Studies show that more than half (52%) of small businesses use outside payroll solutions." It can be a great savings of time and staffing resources, plus it eliminates a myriad of compliance mistakes. But streamlining payroll is only part of the…...

6+ day, 15+ hour ago  (798+ words) Accounting firm profitability has long been defined by a simple formula: a third of revenue goes to staff, a third to infrastructure, and a third becomes profit. This "rule of thirds" was the north star used to gauge lean, healthy…...

1+ week, 15+ hour ago  (866+ words) Billing disputes are rarely the result of a single bad invoice. They are the visible symptom of a deeper breakdown between how work is delivered, how it is priced, and how it is recorded financially. Reducing disputes is not about…...

1+ mon, 5+ day ago  (849+ words) No matter how technology changes the landscape, the traditional playbook for career development is not replacing retiring CPAs fast enough. The talent shortage in our industry is real, and ignoring the problem won't make it go away." There's no need…...

4+ mon, 3+ week ago  (34+ words) Veteran deal-maker, Phil Whitman, will take accounting firm leaders through the structure of a "typical" private equity deal to discuss important issues like price, rollover equity, levels of control, .. . Workshopping a Typical Deal...

5+ mon, 2+ day ago  (551+ words) As teachers spend more of their own money on classroom supplies, the One Big Beautiful Bill Act is removing the limits on itemized tax deductions for K-12 educators. But that new benefit in 2026 " on top of the existing "above-the-line" deduction of…...

6+ mon, 15+ hour ago  (1267+ words) Every firm leader has been faced with the same question: Will you use your clients' tech, or will clients use your tech? Whether a firm pursues a tech-exclusive strategy or a tech-agnostic one, the choice will have major ramifications down…...

6+ mon, 2+ week ago  (780+ words) As businesses grow, so does tax complexity. New markets. New channels. More jurisdictions. Faster reporting cycles. If you're relying on your ERP's native indirect tax tools to keep up, you're taking a risk. ERP systems are powerful for core operations....

8+ mon, 2+ week ago  (655+ words) Have you ever noticed employees submitting the same receipt for recurring charges? Or managers approving out-of-policy travel just because it's "urgent"? Have you caught reimbursements for mileage, even though the employee already receives a commute stipend via payroll? Or faced…...

9+ mon, 11+ hour ago  (306+ words) Short-term rentals have become a lucrative investment opportunity, especially with the rise of platforms like Airbnb and VRBO. However, navigating the tax landscape can be complex. CPAs play a crucial role in helping property owners maximize their profits through advanced…...