Four New CPA Opportunities for the New Economy

CPA Mike Ramos sees government policies moving the economy in a new direction. This will affect your clients’ business — and their business needs. Your opportunity is to provide a service to address those changing needs. Four promising areas to … Continued

Accountants’ Top 10 Issues for Tax Season

CPAs brace for pain and uncertainty with cautious optimism, buoyed by signs the economy may have stabilized. by Rick Telberg As busy season lurches into high gear, accountants are expressing more confidence in the outlook for their own firms and … Continued

If I Were an Auditor: The Video

CPA romance in Second Life “If I Were an Auditor,” a song parody of “If I Were a Carpenter,” is the first ever music video about accounting performed and filmed in the virtual world of Second Life. Conceived by Edith … Continued

10 Ways to How to Make Every Contact Count

Without a solid system for networking, what good are good connections?

How can you gain the trust of your contacts so they’ll start connecting you to all the people in their network? The greatest networkers have a simple, practical system for making a lasting impression and building a strong foundation for future professional success. READ MORE →

Five Questions to Ask Clients Today

Make checking a client’s pulse part of your everyday habit.

Busy season may be hectic and the hours may be long, but if you’re not making time to get to know your clients better, then you’re missing an opportunity that may not come again for another year. By then, a competitor may have beaten you to the punch.

Many accountants, auditors and tax professionals don’t realize how much busy season is, in fact, “opportunity season.” You have your clients’ undivided attention. They should have yours.

Beyond the routine tax preparation and tax planning, beyond the reconciliations and check marking, you need to be using client face-time to explore their greater needs and goals and your firm’s performance and opportunities. READ MORE →

NY CPA Society Falls into Line on Mobility

Society Board Finally Endorses UAA Section 23 on Interstate Practice The NYSSCPA Board of Directors has voted unanimously  to support Section 23 of the Uniform Accountancy Act, which would, if made law, allow out-of-state licensed CPAs to provide attest services … Continued

Peace Treaty Signed at H&R Block’s McGladrey Units

RSM McGladrey and McGladrey & Pullen Finalize Definitive Agreements via PRNewswire RSM McGladrey, Inc., one of the nation’s leading accounting, tax and business consulting firms, and McGladrey & Pullen, LLP (M&P), an independent, partner-owned public accounting firm, have signed definitive … Continued