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A beginner's journey: CAS Workshop Experience
Matt Tunink was tasked with implementing cloud solutions into his firm. His first step was attended CPA.com's Client Advisory Workshop.
Matt Tunink was tasked with implementing cloud solutions into his firm. His first step was attended CPA.com's Client Advisory Workshop.
Kevin Stephens, partner of Hinton Burdick, says people + knowledge + technology contributed to 200% growth.
Kevin Stephens, partner of Hinton Burdick, says people + knowledge + technology contributed to 200% growth.
Neal Spencer reminding us how to define success, not measuring it.
Neal Spencer reminding us how to define success, not measuring it.
Neal Spencer, 2016 Digital CPA Conference keynote speaker, discusses with Samantha Mansfield ways to navigate making gut wrenching decisions.
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
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 thing we all need to bring to the office every day.
Seeing Opportunities Through the Challenges
Kevin Stephens, partner of Hinton Burdick, discussing opportunity of meeting high client expectations.
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
Brian Fox, CPA discusses common trends of sending confirmation requests to third parties, and the risk to firms that don't follow proper authentication and authorization procedures.
Alan Anderson-New strategies to efficiently manage audit confirmations
Alan Anderson, Founder of ACCOUNT-ability Plus, discusses a new approach for firms to manage their audit confirmations.
Alan Anderson, Founder of ACCOUNT-ability Plus, discusses a new approach for firms to manage their audit confirmations.
Confirmation.com Testimonial - Mark Zinman, CPA, CITP
Watch Mark Zinman, managing partner at Zinman & Company, explain how Confirmation.com has helped streamline their audit confirmation process and bring... Read more
Watch Mark Zinman, managing partner at Zinman & Company, explain how Confirmation.com has helped streamline their audit confirmation process and bring efficiency to their firm.
Learn more about Confirmation.com and how their online audit confirmations can help you better manage your confirmation process.
Learn more about Confirmation.com and how their online audit confirmations can help you better manage your confirmation process.
Confirmation Firm Testimonial, Kim Thomason
Confirmation.com Firm Testimonial: Thomason Financial Resources
Confirmation.com Firm Testimonial: Thomason Financial Resources
Confirmation Testimonial, Brian Joyce
Joseph Decosimo and Company, PLLCs
Joseph Decosimo and Company, PLLCs
Bill Management
Automating the Bill Payment Process - Stacey White
Stacey White of Accumulus Advisors shares how utilizing Bill.com makes the bill payment process a lot easier and frees up time to work on more complex tasks... Read more
Stacey White of Accumulus Advisors shares how utilizing Bill.com makes the bill payment process a lot easier and frees up time to work on more complex tasks
Harness the power of an automated bill management solution
Manage your client's cash flow, payables and receivables - anytime, anywhere
Manage your client's cash flow, payables and receivables - anytime, anywhere
Bill.com Testimonial, Diana Murray
ASAP Accounting and Payroll Services
ASAP Accounting and Payroll Services
Client Accounting
Providing Outsourced Accounting Services with Intacct
Stacey White of Accumulus Advisors shares how Intacct helps them provide their clients with peace of mind by providing the accounting support they need.... Read more
Stacey White of Accumulus Advisors shares how Intacct helps them provide their clients with peace of mind by providing the accounting support they need.
Elevating the Outsourced Accounting Practice - Paula Saidy
Paula Saidy of Burr Pilger Mayer discusses how the firm leverages technology to provide real-time services for their clients and increase value.
Paula Saidy of Burr Pilger Mayer discusses how the firm leverages technology to provide real-time services for their clients and increase value.
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
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 clients.
Providing Client Advisory Services - Russ Faye
Russ Faye of Wiss & Company discusses the advisory support they provide to clients with cloud technology
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
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
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 clients.
The value of the Paychex Partner Program
The value of the Paychex Partner Program
Kevin Basikof of Lurie, Basikof, Lapidus & Company LLP talks about payroll outsourcing with Paychex
Kevin Basikof of Lurie, Basikof, Lapidus & Company LLP talks about payroll outsourcing with Paychex
Sales & Use Tax
Craig Cookle, CPA, Partner at Wipfli LLP offers his guidance on the importance of having proactive sales and use tax conversations with your clients.
Craig Cookle, CPA, Partner at Wipfli LLP offers his guidance on the importance of having proactive sales and use tax conversations with your clients.
Vertex SMB Testimonial - Craig Cookle, CPA - Sales and Use Tax: Opportunity
Craig Cookle, CPA, Partner at Wipfli LLP discusses the implications of growing aggressive state regulations and the opportunity this presents for your firm.... Read more
Craig Cookle, CPA, Partner at Wipfli LLP discusses the implications of growing aggressive state regulations and the opportunity this presents for your firm. How can you help your clients?
Vertex SMB Testimonial - Craig Cookle, CPA - Sales and Use Tax: Current Regulatory Issues
Craig Cookle, CPA, Partner at Wipfli LLP provides insight on the current regulatory issues that will affect your clients’ businesses.
Craig Cookle, CPA, Partner at Wipfli LLP provides insight on the current regulatory issues that will affect your clients’ businesses.
CPA.com 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.
Revolutionize the way your firm handles sales and use tax compliance for your small to mid-size business clients.
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
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 where they are doing business and have nexus. Maximize compliance with minimal risk.
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
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 file and remit payment on your behalf. Grow your line of business with a proven solution.
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.
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.
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 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 should budget for.
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.
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
Watch Greg Kaufman and Jeff Seargeant, co-founders and partners at Waypoint Solutions, explain how XCM has helped streamline their processes and bring efficiency to their firm.
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