The 8 Key Steps to Avoid Liability Claims and Client Litigation

With the right insurance, proper best practices and risk management solutions, accountants can breathe a little easier during tax season and all year long. Don't get caught in a surprise lawsuit.

Bramwell’s Lunch Beat: The IIA’s Got a Shiny New Tool for Internal Auditors

The menu for Nov. 12 features specials on Audit Analytics tackles one-time adjustments, IRS issues new rules on IRA tax-free rollovers, Boehner threatens to block Internet sales tax bill, and more.

How to Communicate with Your Clients: Make Technology Your Friend

It is your responsibility to understand how to successfully navigate the complex maze of communication channels to ensure your messages reach your clients. In-house or outsourced, you have options.

Sage View wows Solutions 14 with multi-client, multi-product KPI dashboard

Sage stole the limelight at Solutions 14 in Las Vegas this week with an innovative cloud KPI reporting tool that can pull in client data from both desktop and cloud applications.

Ringstrom: Microsoft gets its act together on Excel - 'It's their game to lose'

New Microsoft CEO Satya Nadella is having a noticeable impact on Excel, says technology editor-at-large David H. Ringstrom. Meanwhile, despite reports to the contrary, Excel is alive and well.
Education & Careers

Why Aren't You Listening to Those Who Could Change Your Career?

I know speakers who have presented more than 2,000 times. I know others who are luminaries in their field. Yet, the masses do not flock to them for the kinds of insights that could change careers. Why?

This Grid Plots User Reviews for Products Featured at The Sleeter Group's Solutions14 Conference in Real Time

If you’ve ever been to the Sleeter Accounting Solutions Conference, you know that many technology companies attend, sharing their ideas for helping accountants and small business people improve their processes.

Bramwell’s Lunch Beat: US Supreme Court Will Take Up Obamacare Tax Subsidy Case

The menu for Nov. 10 features specials on ARCP’s accounting errors tied to employee bonuses, FASB to consider delaying rev rec implementation, AICPA tries to secure .cpa Internet domain, and more.
Education & Careers

How to Ace the Job Interview: 5 Questions You're Sure to Be Asked

A recruiting manager for Robert Half Finance & Accounting has picked five questions that new CPAs in public accounting could expect to be asked—and gives some insights into how you might want to respond.

Bramwell’s Lunch Beat: SEC Chief Accountant Not Ruling Out US Switching to IFRS

The menu for Nov. 7 features specials on Salex audit committee to investigate bloated inventory levels, healthcare sector sees silver lining in tax inversion rules, IFAC elects first female president, and more.

Our Friday Wrap-Up: What You May Have Missed This Week

Mixing marketing with holiday cheer, improving client service, what the election means for tax reform, tips on working with the Kiddie Tax, leading experts gives you the seven steps to the cloud, and more.

10 Ways Accountants Can Help Themselves When Their Business Is Slow

Slow spells can happen for many reasons. Don't think you'll just wait it out and don't get into bed with a quart of ice cream. If you're serious about business development, there are things to do.

How Not to be 'Solo' as a Sole Practitioner: Finding Your Water Cooler Friends

Although being in business for yourself is exciting and rewarding, it can get isolating, especially in the beginning. But it doesn't have to be this way. Networking for sole practitioners is essential--here's how to do it.

Bramwell’s Lunch Beat: BDO USA Grows Larger in the Midwest by Adding SS&G

The menu for Nov. 6 features specials on better internal controls have resulted in less restatements, Thomson Reuters exec tells accountants to embrace technology, goodwill impairment in Europe dropped 25% in 2013, and more.

Essential Steps to Holiday-Season Marketing: Low Key But Effective

Of course, you're at a party to have fun—but there's no reason not to mix a little business with pleasure. You can find some new clients—the key is keeping everything low-key. Here are the steps to the perfect marketing plan.

Tired of Hounding Clients for Documents? FileThis Has Just the Solution for CPAs

FileThis Pro, a cloud document-gathering service that launched in September, gives accountants access to any shared client document – such as credit card statements or W-2 forms – via an administrative web console.

5 Tips for Managing Clients' Expectations and Improving Client Satisfaction

How can smaller CPA firms build client loyalty through exceptional customer service? Here are five strategies firms can use to make the client experience more personal, generating greater loyalty.

Bramwell’s Lunch Beat: New Congress, New Opportunity for Tax Reform?

The menu for Nov. 5 features specials on IRS chief says tax refund ID theft “no longer exploding,” nation’s first soda tax passes in California, four red states pass minimum wage hikes, and more.

IRS Commissioner Koskinen Fears Delay in Tax Filing Season

According to IRS Commissioner John Koskinen, you can probably expect a delay in the upcoming 2015 tax filing season…thanks mostly to Congress.

Freezing a Middle Row in Excel While Scrolling Above/Below

Would you like to freeze a row in the middle of an Excel spreadsheet but have the rows above it and below it scroll together? It's possible—as we show in this reader-requested article.


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