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7 steps to work-life nirvana

July 12, 2023

By J.J. Edmunds, CPA, CIA, CISA There is nothing worse than checking your email on your phone late at night and seeing an urgent message from a client or your supervisor about something that needs to be addressed right away. In today’s world, where everyone is always connected, managing work and

6 ways CPAs can strengthen the financial outlook for nonprofits 

July 12, 2023

By John Citti, CPA, CTP, MIM, Impacting Nonprofits Financial oversight is a key responsibility of nonprofit boards, but many members lack the understanding of finance or nonprofit accounting to effectively perform this duty. As their trusted advisor, a CPA is perfectly positioned to equip board

6 tips for starting an advisory practice

July 12, 2023
In order to stand out in a crowded profession, many financial professionals are leveraging the escalating trend toward advisory services. The ability to offer specialized knowledge allows you to differentiate yourself from competitors and position yourself more favorably within the marketplace. One of the best ways for you to demonstrate your knowledge and expertise in particular areas is through the addition of credentials. The American Institute of CPAs (AICPA) offers the only credentials built on the

6 steps to sustainable succession management  

July 12, 2023

By Robert Traphagen, CPA, CGMA You can't spell "succession" without "success." So why is succession often such a challenge for CPA firms? CPAs prioritize providing quality services to foster client relations and grow their firms; however, they relegate succession to the back burner. According to the

6 steps to generate leads from social media      

July 12, 2023

By Becky Livingston, Penheel Marketing If lead generation is at the top of your firm’s marketing and business goals, you’re going to love this six-step process to turn social media users into leads. 1. Build Your Profiles Begin by optimizing your social media profiles by doing the following: List

5 ways to thrive with your remote accounting team

July 12, 2023

Remote work is here to stay even after COVID-19 is in the rearview mirror, according to Jeff Phillips, founder of remote staffing platform AccountingFly. In his Nov. 4, 2020, VSCPA Virtual Tech Talk, “Thriving with Your Remote Accounting Team,” he detailed the emerging work landscape and what that

5 tips for creating an impactful off-site team retreat

July 12, 2023

By Jon Lokhorst, CPA, PCC The best leaders recognize the need to get off the hamster wheel of never-ending operational tasks to focus on building a cohesive, high-performing team. An off-site retreat is one of the best ways to do just that. While you may consider an off-site retreat to be just a

5 tips for CPA exam success 

July 12, 2023

By Michael Kenny, CPA, Withum So, you’ve decided to take the CPA Exam to further your accounting career — congratulations! Although the Exam is challenging to prepare for, the benefits of becoming a CPA are immeasurable to one’s career. The following tips can help make your Exam process as smooth as

5 tips and tools for passing the CPA exam        

July 12, 2023

By Thomas J. Kleinhans, CPA, Centri Business Consulting LLC A lot of asset blood, liability sweat and equity tears are shed during every professional’s CPA Exam journey. No journey is the same, but every person is trying to reach the same destination: Pass all four sections of the Exam and become a

5 steps to protect your organization from a catastrophic cyber attack 

July 12, 2023

By Tom Kirkham, IronTech Security All businesses are at risk for a cyber attack. And in these uncertain economic times it is expected that the risk will increase. The past has shown a correlation between recession and cybercrime. During and before the 2008-9 Great Recession, fraud on the internet