A beginner's journey: CAS Workshop Experience

Matt Tunink was tasked with implementing cloud solutions into his firm. His first step was attended's Client Advisory Workshop.

Contributors to 200% Growth

Kevin Stephens, partner of Hinton Burdick, says people + knowledge + technology contributed to 200% growth.

Define or measure success?

Neal Spencer reminding us how to define success, not measuring it.

Is too much advice possible?

Neal Spencer, 2016 Digital CPA Conference keynote speaker, discusses with Samantha Mansfield ways to navigate making gut wrenching decisions.

Do you have the same passion for your job as your sport team?

When you have integrity, quality and people what else do you need to run a successful practice? Neal Spencer, founder of Thrive or Just Survive, discusses 1... Read more

Seeing Opportunities Through the Challenges

Kevin Stephens, partner of Hinton Burdick, discussing opportunity of meeting high client expectations.

Audit Confirmations

The Importance of Authentication and Authorization

Brian Fox, CPA discusses common trends of sending confirmation requests to third parties, and the risk to firms that don't follow proper authentication... Read more

Alan Anderson-New Strategies to efficiently manage audit confirmations

Watch Alan Anderson discuss a new approach for firms to manage their audit confirmations. Testimonial - Mark Zinman, CPA, CITP

Watch Mark Zinman, managing partner at Zinman & Company, explain how has helped streamline their audit confirmation process and bring... Read more Introduction

Learn more about and how their online audit confirmations can help you better manage your confirmation process.

Confirmation Firm Testimonial, Kim Thomason Firm Testimonial: Thomason Financial Resources

Confirmation Testimonial, Brian Joyce

Joseph Decosimo and Company, PLLCs

Bill Management

Harness the power of an automated bill management solution

Manage your client's cash flow, payables and receivables - anytime, anywhere Testimonial, Jill Frillman

Bookkeeping Etc., Inc. Testimonial, Patrick Teixeira

Sea View Partners Testimonial, Pat Carson

Carson & Crew Testimonial, Diana Murray

ASAP Accounting and Payroll Services Testimonial, Michael D. Smith Accountant Testimonials

Client Accounting

Becoming A Digital CPA - Robert Colburn

Robert Colburn of CLA shares what it means to be a Digital CPA and how it has enhanced the client experience.

Evolution of Technology - Javier Goldin, CPA

Javier Goldin of Goldin Group shares why client accounting is an area with tremendous growth opportunities and how his firm is delivering these services to... Read more

Providing Client Advisory Services - Russ Faye

Russ Faye of Wiss & Company discusses the advisory support they provide to clients with cloud technology

Intacct Testimonial, McGladrey

Intacct Testimonial: Barbara Martin & Michael Smith from McGladrey

Human Capital Management

Paychex Testimonial - David Ligotti, CPA/PFS

Hear how David Ligotti, owner of Oakwood Business Services, LLC utilizes Paychex to help process and maintain over 30 payrolls per week for his restaurant... Read more

Paychex Partner Program

The value of the Paychex Partner Program

Kevin Besikoff - Paychex

Kevin Basikof of Lurie, Basikof, Lapidus & Company LLP talks about payroll outsourcing with Paychex

Sales & Use Tax and Vertex SMB Sales Tax Automation Program

Revolutionize the way your firm handles sales and use tax compliance for your small to mid-size business clients.

Unassigned Data Report

The Vertex SMB Unassigned Data Report is used to identify taxes collected in locations where you aren’t currently registered. This helps clients to determine... Read more

Returns Only Filing

The Returns Only offering allows firms to generate accurate, compliant, and signature-ready returns. These returns can then be filed, or allow Vertex SMB to... Read more

Product Taxability Compliance

Product taxability ensures that the appropriate tax is collected every time based on the products being sold in every single jurisdiction. Collect and file... Read more

Exemption Certificate Management

Managing and storing tax exemption certificates is important for compliance purposes. Make sure your business is audit ready. Rely on Vertex SMB, the... Read more

Vertex SMB Testimonial - Joni Johnson-Powe, J.D. CPA

Joni Johnson-Powe, J.D., CPA, CEO/Principal at Taxnologi Solutions, LLC discusses moving your firm to the forefront of where technology and tax are headed.... Read more

Workflow Automation

Dustin Hostetler, Chief Innovation Officer, and Lean Six Sigma Consultant, Boomer Consulting, Inc.

Dustin Hostetler discusses how to effectively and successfully implement process improvements during a merger.

Marc Staut, Industry Thought Leader And Strategist

Marc Staut discusses the importance of matching cultures during a merger and how technology plays a significant role in that process.

James Bourke, CPA, CITP, CFF, CGMA, Partner, WithumSmith+Brown

Jim Bourke discusses the importance of having IT at the seat of the table in the planning phase of M&A and the cost per FTE for technology that firms... Read more

Jim Boomer, CPA.CITP, MBA, CEO, Boomer Consulting, Inc.

Jim Boomer explains the key drivers to M&A activity and 5 key areas to address in your firm to ensure success.

XCM Testimonial - Greg Kaufman and Jeff Seargeant, CPA

Watch Greg Kaufman and Jeff Seargeant, co-founders and partners at Waypoint Solutions, explain how XCM has helped streamline their processes and bring... Read more