Guest articles

Technology

Using Social Media for Business Part 1: Facebook vs. LinkedIn

Participating in social media is rapidly becoming a necessity for businesses. In 2013, we're seeing discussions among business owners shifting away from why to participate to where and how to get involved.
Education & Careers

Portrait of the Resilient Accountant

The resilient accountant adeptly manages sudden, significant, and complex change with minimal dysfunctional behavior. Rather than shrink from controversy, resilient professionals are more likely to dive into the fray.
A&A

Whistleblowing Reaches Center Stage

Court cases and events involving whistleblowing are appearing in news headlines with greater frequency, and awareness about the importance of speaking up, when witnessing wrongdoing continues to grow.
A&A

New Report Shows Changing Fraud Environment

The latest Kroll "Global Fraud Report" shows the incidence and cost of fraud have decreased over the last year, yet fraud still remains an important issue for all companies around the world. And a DOJ suit against Standard & Poor's highlights the need for oversight of the credit rating industry.
Practice

Teaming with a Financial Advisor

Recommending a financial advisor to a client is one of the most important recommendations you can make. Customers will trust your recommendation; therefore, there is a potential your future with that customer could be impacted.
Practice

The Case for Mandatory Partner Retirement

Almost every firm I work with has a succession issue in the near term. Baby boomers are retiring at an accelerating rate, and firms are coping (or not) with the transition issues surrounding those exits.
Technology

Microsoft Office 2013 Officially Released

The latest incarnation, or rather incarnations, of Microsoft's flagship productivity suite were released on January 29, 2013. The plural reference is a nod toward both the web-based Office 365 version as well as the new Office 2013 desktop versions.
Practice

Three Steps to Pricing Your Services, Part 1

Practitioners dread the process of pricing their accounting services. If given a choice, there's little doubt your clients would prefer to know up front what your services will cost versus being billed hourly.
Practice

Juice Up Your Partner Goal-Setting Process

If done well, setting partner goals will raise the bar for each partner, which in turn will raise the bar for the firm.
Practice

Interruptions Are Productivity Killers

The sooner we recognize that our interruption-based society is here to stay, the sooner we can embrace and securely put into place measures that ensure we can be at our best for today and for the long run.
A&A

8 Ways CPAs Violate the AICPA's Ethics Requirements

Why do CPAs violate the Code of Professional Conduct? Gary Zeune, CPA, Managing Director, The Pros & The Cons LLC, shares his insight.
A&A

Best Practices for the Account Reconciliation Process

Account reconciliation is an underappreciated yet critical control to help ensure an organization's financial integrity. Weaknesses and inefficiencies in the reconciliation process often lead to inaccuracies.
Technology

First Look at Excel 2013

The "customer preview," or public beta version, of Office 2013 became available today. Excel expert David Ringstrom gives you a quick overview.
Technology

Is This Excel Worksheet Protected?

David Ringstrom's latest Excel tip will show you how to make sure your worksheets are protected.
Practice

The Ideal Client and Referrals You Don't Want

CPAs often ask me for advice on how they can build their firms. More specifically, they want to know how to find prospects and convert them into highly profitable clients who will be with them for the long term.
Practice

Happy Employees Make Happy Clients

Melissa Brogan is hesitant to call the benefits offered at Barnes Dennig "perks." For her, it's a reflection of her firm's culture. Barnes Dennig has an employee- and client-centric culture and boasts a staff retention average of 94 percent.
Technology

Using Clip Art in Excel Charts

Excel expert David Ringstrom is sharing his tips for optimizing the way you use Excel in our new Excel Tips series.
Practice

Marketing's Say in M&A

What role does the marketing department have in a merger? Does the team get to be part of the pre-agreement strategic discussions or are they brought in at the end of the process?
Education & Careers

Eight Ways to Reignite Your Leadership Mojo

The old ways of leadership, the old rules, might as well be hieroglyphics on a cave wall. Since our brave new world is dominated by "unknown unknowns" ‒ and powered by serving rather than winning ‒ organizations have to change the way they lead their people.
Practice

Gen X and Y Bring Assets to Business Development

Phyllis Weiss Haserot has compiled a list of assets that Generation X and Generation Y/Millennials can bring to your business development team.

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