Category: Consulting
Feb
16
How Value-Based Billing Helps Firm Culture
This article was original published in the February 2017 CPA Journal, The Voice of the Profession, a publication of the New York State Society of CPAs. It has been posted here with permission of the Publisher. Tax season has long been a rite of passage for staff and management alike. Staff must put in the billable hours […]
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Jan
21
The Personal Approach to Tax Returns
This article was original published in the January 2017 CPA Journal, The Voice of the Profession, a publication of the New York State Society of CPAs. It has been posted here with permission of the Publisher. As the tax profession becomes more and more technology-focused, there seems to be a trend among CPA firms preparing tax returns to […]
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Dec
22
Using Performance-Based KPIs in Accounting Firms
This article was original published in the December 2016 CPA Journal, The Voice of the Profession, a publication of the New York State Society of CPAs. It has been posted here with permission of the Publisher. Accountants often become stuck using metrics and key performance indicators (KPI) that do not actually tell them how their business is […]
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Nov
15
Building a Firm Culture to Attract Millennials
This article was original published in the November 2016 CPA Journal, The Voice of the Profession, a publication of the New York State Society of CPAs. It has been posted here with permission of the Publisher. On a recent trip to San Francisco to attend an accounting software conference, this author had a chance to visit various […]
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Oct
17
Paradigm Shifts that are Changing the Accounting Profession
This article was original published in the October 2016 CPA Journal, The Voice of the Profession, a publication of the New York State Society of CPAs. It has been posted here with permission of the Publisher. The accounting profession is one of the slowest to change in the country. Maybe it’s due to CPAs’ natural conservatism, but […]
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Oct
10
Recruiting and Retaining Talent
This article was original published in the August 2016 CPA Journal, The Voice of the Profession, a publication of the New York State Society of CPAs. It has been posted here with permission of the Publisher. Whenever I talk to another CPA firm—big, small, or anywhere in between—about the biggest challenges facing their firm, they almost always say recruiting and […]
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Sep
20
New Overtime Rules: What You Need to Know
Starting December 1st, 2016, the FLSA (Fair Labor Standards Act) will take effect. This law increases the requirement for employers to pay overtime to salaried employees who make less than $47,476/year. What is overtime? Overtime is pay of time and a half to any eligible employee who works more than 40 hours in any work […]
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Jul
27
Saving for College
With summer quickly coming to an end, many of us are gearing up to send our favorite students off to college this fall. With South Carolina’s Future Scholar 529 College Savings Plan ranking in the “Top 5 Performing 529 College Savings Plans” by savingforcollege.com, there’s good news for anxious parents. Ready to save? Read on… What is a 529 Plan? […]
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Jul
13
The Will to Get a Will
It can be difficult to plan for life’s unforeseen obstacles — making time and space to plan for exciting changes, let along hardships, is a challenge for the best of us. Still, preparing a Last Will and Testament is one of the easiest things you can do to know that your loved ones are cared for. Consider the […]
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May
26
Flexible Financial Planning
Whether it’s starting a family, building a business or planning for retirement, let’s work together to develop a plan to meet life’s most important goals. Budgeting Basics Understanding income and cash flow is the first step to avoiding unexpected financial emergencies. We can help you create realistic budgets to manage your spending, save for large purchases and even […]
