Category: Management
May
30
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 […]
Read More
May
30
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 […]
Read More
May
30
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 […]
Read More
May
30
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 […]
Read More
May
30
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 […]
