Accounting

The accounting landscape is ever evolving, with technology driving many of these changes. If you’re keen on bringing immediate improvements to your accounting firm (who wouldn’t be?), here are five actionable tips to get you started:  Embrace Cloud Accounting Solutions  There’s a reason you keep hearing about the cloud: If you haven’t already, implementing the…

With such a simple title, you may be asking yourself, “You really wanted to write an entire blog on this simple topic?”  The answer is… not really. However, it HAS to be addressed.  The prevalence of a single monitor in accounting firms is seriously hindering productivity.  You hear vendors pitching you client portals, AI tools,…

The digital age has brought unparalleled opportunities for businesses, but it has also introduced challenges in safeguarding customer data. Recognizing this, the Federal Trade Commission (FTC) introduced the Standards for Safeguarding Customer Information, commonly referred to as the Safeguards Rule, back in 2003.   Now, for over two decades, the FTC Safeguards Rule has provided a…

When thinking about selling or acquiring another accounting firm, the role of technology cannot be overstated: it’s the digital backbone of the operation!   Imagine two firms, each deeply entrenched in their own software systems. Merging them can feel a bit like trying to fit a square peg into a round hole. As a result, it’s…