Today's Features

Why Use Windows 10?

Windows software logoDid you claim your free upgrade yet?

By Roman H. Kepczyk
Quantum of Paperless 

Okay, we all know that the Windows operating system is preferred to run computers by the primary vendors to the accounting profession. All decisions about operating systems have to be done carefully as they impact software and hardware decisions for at least 3-5 years.

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While we don’t place too much emphasis on the workstation operating system, one significant issue you can’t overlook is increasing computer memory to function optimally with today’s multi-monitor requirements and the multitude of concurrent applications your staff will be running.

How to Schedule and Manage Social Media Activity

Illustration, how to leverage contentWrite it once, use it again... and again, and again...

By Becky Livingston
The Accountant’s Social Media Handbook

Creating a daily posting schedule is not only smart, but for some industries such as the legal, accounting and medical fields required.

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It’s important to keep a schedule so you can monitor activity, determine the post’s effectiveness and align website increases with marketing efforts via social media. Lastly, keeping a schedule also helps prevent you from posting the same content too close together.

How the Best Managing Partners Turn Ideas into Reality

Man and woman in meeting across deskApproaches can differ dramatically from one partner to another.

By Bill Reeb and Dominic Cingoranelli
CPA Trendlines / Succession Institute

How can the managing partner operationalize the strategy within the policies, process and budget set forth by the partner group?

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To keep this simple, because it can get very complex extremely fast, let’s say that the firm has three strategies the partner group has mandated:

Richard Berkowitz Drives Berkowitz Pollack Brant to ‘Warp Speed’


Workload compression is offset by expanding practice areas, client mix.

Berkowitz Pollack Brant logoBy CPA Trendlines

“Changes in business, changes in laws and changes in regulatory environments are happening at warp speed,” warns Richard Berkowitz, managing partner of the Berkowitz Pollack Brant Advisors and Accountants firm in Miami.

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He ranks handling of the fast-paced flow of updated information regarding laws, regulations and related matters among the most prominent issues and opportunities facing his firm and other CPA practices around the country. His firm’s $56 million in revenue during 2015 rank it as the nation’s 68th largest accounting firm in the nation and Florida’s third largest.

Are You Ready for Office 365?

Office 365 software logoProceed with caution.

By Roman H. Kepczyk
Quantum of Paperless

To be effective in business today, every member of your firm must optimally utilize the Microsoft Office suite at an intermediate to advanced level for Outlook, Excel and Word.

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Because of the lag of accounting vendors providing support to the latest versions of Office, today’s recommended standard is Office 2013. Many firms continue to utilize Office 2010 because some accounting applications (engagement binders) did not support Office 2013 until this past year. Firms should review their listing of accounting applications now that the busy season is over to determine if they can transition to Office 2013 and the cost to do so, considering that Office 2016 has been out since September 2015 and will most likely be supported by the major accounting vendors in late 2016.

New iPhone Case with Built-in Photo Printer

iphone printer case for richardson
The Prynt Case for Apple iPhone 6s and iPhone 6. Click to learn more

Print photos from your smartphone anytime, anywhere.

By Rick Richardson
Technology This Week

There are a lot of questionable gadgets that pass through popular crowdfunding site Kickstarter, but every once in a while a product pops up that you can immediately tell is going to be something special. Such is the case with The Prynt Case for Apple iPhone 6s and iPhone 6, a product that was born on Kickstarter, raised more than $1.5 million, and is now widely available.


13 Steps in Succession Planning

3 businessmen looking down at a giant red jigsaw puzzle piecePlus 20 questions for introducing the topic at a retreat.

By Marc Rosenberg
CPA Firm Retreats

The best succession planning takes a step-by-step approach.

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1. Strategic planning: What do we want the firm to look like in 5-10 years?

Partner Pay: Recapping the Compensation Systems

The popularity, pros and cons of each.

By Marc Rosenberg
Partner Comp: Art & Science

What is the actual usage of compensation by firms?

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From a recent Rosenberg Survey:

Chart of compensation system usage











4 Firm Benefits of Sponsoring Women as Leaders

Purple No. 4 billiard ballWomen leaders provide 6 advantages to the market and 9 benefits for their sponsors.

By Ida O. Abbott
Sponsoring Women: What Men Need to Know

Most male leaders today under­stand how important it is to keep high-performing women in the pipeline and help them achieve their potential within the organization.

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These men are genuinely concerned about their firms’ inability to retain and advance the women they hire because having a substantial number of women leaders is a demonstrably significant benefit to the company, while a lack of gender diversity at the top of organizations can be very costly to the bottom line.

3 Ways to Make CPE Work for You

Businessman hailing taxi at airportBe honest about the true costs of attending, then compensate.

What's on accountants' CPE agendas this year?
Join the survey; get the answers.

By Sandi Leyva
The Accountant’s Accelerator

Attending and learning from conferences can be amazing opportunities for your career or your business. They can also be huge money drains. It’s easy to take a look at the conference registration and make a quick decision about whether we can afford it – or even worse – whether it will clear our credit card limit or not.

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A smart business owner will take a bit different approach. Here’s how to calculate how much revenue or increase in price you need to justify the expense of attending a conference.