Internet-based tools have become so varied and easy to use that almost all firms can take advantage of them to build a professional presence using their websites, e-mail, social media, blogs, videos, and SEO.
It's easy to hide worksheets in Excel, but unhiding multiple worksheets within a given workbook can be a tedious exercise. Users who don't know otherwise are relegated to unhiding worksheets one at a time.
All too often, companies trust that a potential business partner is creditworthy with very little evidence to support the assumption. CPAs can advise their clients on how to evaluate potential business partners, further instilling their role as trusted business advisors.
Adding a client assessment as a required short-term project for every new client – before agreeing to a long-term engagement – can provide countless benefits for you and the client. It can also help you uncover any unfortunate surprises early on.
Are you really getting paid for what you do? The debate between billable hours vs. value pricing has heated up in the accounting profession over the past few years, especially as technology continues to increase efficiency.
If two items on a list share the same value, MATCH/INDEX will return the same name for both items. Excel expert David Ringstrom describes how to use the COUNTIF function to create a tiebreaker in such situations.
Surveys highlight increased prevalence and value of sustainability and corporate responsibility reporting for public companies, but lack of standardization and notable failures show that more needs to be done before these reports can be truly reliable.
Christopher Street Financial, a New York-based wealth management firm, was founded in 1981 when Bob Casaletto, a gay man who worked at Merrill Lynch, realized that the financial needs of people in his community weren't being met.
Charitable contributions – whether of the cash or noncash variety – are as much a part of year-end tax planning as Form 1040. However, the rules governing the deductibility of charitable contributions are not quite as simple as most taxpayers assume them to be.
In almost every group discussion I've participated in with college students and young alums as a mentor, cross-generational networker, coach, or friend, the question of following or having a passion in one's work comes up.
It's easy to see the power of emotion in purchases like cars and jewelry. But in the tax and accounting world, purchasing decisions are made based on hard numbers and data, not emotion. Right? Not necessarily.
I continue to be amazed at the number of firms that have no partner agreements at all or haven't made revisions in many years. Remember, their primary purpose is to protect the firm and define the relationship between the firm and each partner.