Guest articles

Practice

Making Money in Turbulent Economic Times

The universal measure of profitability in accounting firms is average income per partner. Another universal tool is the annual Rosenberg National MAP Survey. It's a must have for running your firm.
Technology

Automating Excel Chart Titles

In this, his latest article in our Excel Tips series, expert David Ringstrom shows you how you can further automate your chart with a self-updating title.
Practice

Potential of Disabled Worker Quotas on Federal Contractors

Companies with federal government contracts or subcontracts may soon risk losing their contracts if they do not meet quotas to hire more disabled workers.
Practice

Five Fraud-Fighting Tips for Businesses

Desperate times call for desperate measures, the saying goes. So it's not surprising that fraud in the workplace increased during the economic crisis and recession.
A&A

Farewell Peachtree Accounting, Hello Sage 50

After thirty-five years, the venerable software program known as Peachtree Accounting is adopting a new moniker - Sage 50 Accounting.
Practice Management

12 Tips for Mastering Your To-Do List

Some people are more effective that others at maintaining a to-do list and executing the items on the list. Here are a number of dos and don'ts that can help you be the master of your to-do list.
A&A

It's Not Me, It's You: Ten Signs Your Client Might be Dumping You

In any business, it's extremely difficult to sustain growth through a series of transactional sales activities. Building strong, lasting relationships is crucial to the long-term success of your business.
Practice

Getting Social at SXSW

Though it's been over two months since South by Southwest (SXSW) was held, it's an event that keeps on giving. SXSW Interactive, one aspect of the event, is focused on emerging technology. For accounting firms, SXSW Interactive is a way to stay ahead of the curve.
Technology

Microsoft Excel: Thirteen Double-Click Tricks

The impact of single-clicking on a menu or object in Microsoft Excel is generally intuitive, but double-clicking sometimes reveals hidden shortcuts. In this article I'll discuss a baker's dozen of techniques where double-clicking can save you time and effort.
Technology

Excel Tip: Calculating Straight-Line Depreciation

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

Management Essentials: Five Merger Tips to Help You Seal the Deal

Having completed five mergers while the managing partner of my firm, I learned many lessons along the way and have some of the scars to prove it. Regardless of whether you're the buyer or the seller, here are a few tips that will help you find and seal the right deal.
AccountingWEB Life

Wishing for an Assistant?

Managing a small accounting practice - or any small business - has its ups and downs. Sure, you can select your colleagues, your clients, your phone and computer equipment, collateral, and even your holidays. But that also leaves you in charge of HR, IT, and marketing on top of serving - and finding - your clients.
Technology

Excel Tip: Automatic Backup of Key Excel Workbooks

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

Aligning Client Service with Client Experience

Tax season is once again behind us. In the months ahead, your calendar will continue to fill up with appointments that resulted from the client needs you uncovered during the first part of the year. Now is a good time to think about client service – how efficiently and effectively you deal with your clients’ needs, and how your clients perceive your value in their lives.
Wealth management

Free Advice: D-I-Y Investment Approach Isn’t Worth the Savings

DALBAR released its Quantitative Analysis of Investor Behavior (QAIB) report last month and the results of the study are shocking but – sadly – not very surprising.
Wealth management

Wealth Management - What's Stopping You?

Even in difficult times, your CPA firm demands profitable growth. You have to be able to find and implement a sustainable growth strategy that makes sense for your firm and your clients. When you first consider adding wealth management services to your practice, you might have many questions or doubts. Here are some reasons to move past those uncertainties.
Tax

New Survey of Workplace Ethics Shows Surprising Results

Findings from a survey of ethics in the workplace may portend a future downward shift in business ethics. The percentage of companies with a weak ethical culture is on the rise, as is the number of employees who experienced retaliation for blowing the whistle on observed misconduct.
Practice Development

Top Six Pitfalls of Starting Your Own Accounting Firm

If you've been in the business for a few years, and you've established your position in tax preparation or financial advising, you may be getting the itch to start your own firm. Owning your own accounting firm can be an incredibly rewarding experience with an impressive side of perks.
Practice Development

Top Ten Ways to Take a Consultative Approach to Client Meetings

When meeting with clients, accountants may be most comfortable getting down to business by crunching numbers and going through reports. This approach may seem logical, but it's not always the best approach for relationship building.
Practice Development

The JOBS Act: Economic Solution or Investor Nightmare?

In an effort to jump-start the US economy and create more jobs, both the House and Senate passed the Jumpstart Our Business Startups (JOBS) Act, and President Obama signed the act into law April 8, 2012.

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