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, Founder of ACCOUNT-ability Plus, discusses a new approach for firms to manage their audit confirmations.
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.
Confirmation.com Firm Testimonial: Thomason Financial Resources
Joseph Decosimo and Company, PLLCs
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.
Manage your client's cash flow, payables and receivables - anytime, anywhere.
Bookkeeping Etc., Inc.
Sea View Partners
Carson & Crew
ASAP Accounting and Payroll Services
Matt Tunink was tasked with implementing cloud solutions into his firm. His first step was attended CPA.com's Client Advisory Workshop.
Sharon Berman of Rehmann explains the impact the CAS workshop has made on her firm, and why it is a must attend event for all Client Advisory Services practitioners.
An Introduction to CPA.com's Client Accounting Services Workshop.
Dixie McCurley of Trusted CFO Solutions discusses how to be successful in client accounting services and the future of the profession.
CPA.com Client Accounting Services Workshop Testimonial Carolyn Hall, CPA Manager, Wiss & Company, LLP.
CPA.com Client Accounting Services Workshop testimonial from Eric DeVriese, DeVriese and Associates.
Stacey White of Accumulus Advisors shares how Intacct helps them provide their clients with peace of mind by providing the accounting support they need.
Paula Saidy of Burr Pilger Mayer discusses how the firm leverages technology to provide real-time services for their clients and increase value.
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.
Russ Faye of Wiss & Company discusses the advisory support they provide to clients with cloud technology.
Intacct Testimonial: Barbara Martin & Michael Smith from McGladrey
Learn how you can implement Expensify's solution to help your clients of all sizes alleviate their expenses.
Aaron Berson of EisnerAmper LLP discusses the value of automating the expense management process.
Aaron Berson of EisnerAmper LLP shares why they selected Expensify as their expense management solution.
Expensify was recently named one of the Most Innovative Companies in 2015 by FastCompany, and with good reason. A pioneer in the expense management space, Expensify has become the model for what is now considered a modern expense management solution.
Blockchain is a hype word in today’s market. Daniel Burrus, Tom Hood and Erik Asgeirsson discuss the impact they believe that it will have on the profession.
Daniel Burrus, Tom Hood, and Erik Asgeirsson have a conversation which uncovers how hard and soft trends relate to the tasks of today’s Virtual CFO, and how these trends can impact the ways in which they are advising their clients.
The Anticipatory Organization™ Finance and Accounting Edition consists of four modules, each consisting of 7 lessons. Program creator Daniel Burrus discusses the content of each module.
The Anticipatory Organization Model is a four-part series, that is meant to be both watched, then discussed with others. This video offers advice from content creators of the best ways to leverage the materials.
Erik Asgeirsson and John Engels, founder of Leadership Coaching Inc., discuss the Owning Your Leadership program, and how it enables the profession’s leaders to better coach and lead their teams.
In order for one to truly control your own destiny, you need to take full responsibility for your wants, needs and actions. Erik Asgeirsson and John Engels discuss why this is essential to truly own your leadership.
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.
Kevin Basikof of Lurie, Basikof, Lapidus & Company LLP talks about payroll outsourcing with Paychex
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 discusses the implications of growing aggressive state regulations and the opportunity this presents for your firm. How can you help your clients?
Craig Cookle, CPA, Partner at Wipfli LLP provides insight on the current regulatory issues that will affect your clients’ businesses.
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 where they are doing business and have nexus. Maximize compliance with minimal risk. Watch the video tutorial.
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 and reliable solution. Watch the video tutorial.
Dustin Hostetler discusses how to effectively and successfully implement process improvements during a merger.
Marc Staut discusses the importance of matching cultures during a merger and how technology plays a significant role in that process.
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 explains the key drivers to M&A activity and 5 key areas to address in your firm to ensure success.
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.