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Blog Articles & Video Taxes

Do CPAs Have an Opportunity in ESG?

As hot as the latest TikTok trend, ESG (which stands for environmental, social, and governance) is the acronym on everyone’s lips, so what’s in it for CPAs? With ever-increasing stakeholder pressure, more organizations in the United States are reporting on ESG data, and the requisite assurance over ESG disclosures presents

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6 Questions to Ask to Identify Your Ideal Client

In a perfect world, every aspect of your business, from your elevator pitch to your website, would connect with customers who need you most and are willing to pay for your services. Yet, identifying and speaking directly to your ideal client is not always easy. CPAs are numbers people, so they

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ADP Expands Accountant Connect Capabilities

ADP has added robust analysis tools to its Accountant Connect platform to help accountants and advisors provide their clients with key employee insights using payroll data available in ADP DataCloud. The purpose of the cloud-based, mobile-friendly Accountant Connect portal is to provide quick, secure access to authorized ADP business clients’

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How Small Firms Can Live the Succession Process

While succession planning in CPA firms has received a lot of attention – even to the level of anxiety – for a very long time, not enough firms have figured it all out. In fact, according to the 2020 Rosenberg Survey, only a little more than half of the firms

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Greatland Buys NY-Based W-2 & 1099 Company

Greatland, a provider of W-2 and 1099 products for businesses, announced that it has purchased New York-based Jasteck’s (www.jasteck.com) W-2 and 1099 preparation forms and software. Terms of the deal were not disclosed. Jasteck’s software platform has helped CPA’s and a wide range of businesses with forms and filing. With

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3 Steps to Using AI in Your Business

Are you curious about how artificial intelligence (AI) could benefit your business, but not sure where to start? Machine learning, a part of AI, can handle many routine accounting processes, allowing accounting professionals to focus on more complex tasks. In this article, I’ll discuss three steps you can take to find

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Differences of For-Profit and Nonprofit Clients

Recently, an AccountingWeb reader asked, “What are the main differences between a for-profit and a not-for-profit company business structure?” First, it’s helpful to know that there are different varieties of for-profit and nonprofit companies. For example, a for-profit might operate as a sole proprietorship or general partnership. Or, it might

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Create a Long-Term Tech Strategy in a Hybrid Firm

How well did your firm’s accounting technology support your team and clients during the pandemic? In many accounting firms, the technology plan quickly shifted to what can best be described as “snatch and grab” in March of 2020. Of course, doing the best you can during a worldwide pandemic isn’t

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IRIS Software Group Buys Conarc

IRIS Software Group (IRIS), a global accounting software provider, has acquired Conarc, a US document management software provider for CPA firms. Financial terms of the deal were not disclosed. Founded in 1996, Conarc’s iChannel software solutions were designed to enable CPA firms to connect all information in one place, allowing

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3 Keys to Growing CAS at Your Firm

Client advisory services (CAS) and virtual CFO services have been around for years, but an awareness of the benefits of both has grown tremendously over the past few years, especially in the early days of the COVID-19 pandemic. In times of economic uncertainty, clients want and need guidance from their trusted advisors,

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