Not All Employees Want the Same Perks

Dog sleeping in home office as woman works at computer in backgroundEducation and tech stipends? Why not?

By Jody Grunden

In addition to the more traditional benefits, we also offer a few creative perks that I think our employees really appreciate, including an education stipend and a technology stipend.

MORE: Not All Employees Will Work Out | Uncover Potential in 10 Interview Questions | Try an Accountability Chart Instead | Do You Have the Right People?
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Education Stipend

We believe that continuing education keeps our team members sharp and ahead of the game. One of our core values is “curiosity” because we want our employees to always be thinking about how we can improve our services, become more efficient and do things better. We want people to think outside the box because we’re not a typical accounting firm, nor do we ever want to be one.

Blockchain Implications for Business

There’s hardly a business that will remain unaffected by blockchain technology.

^ Play the video

With Steven Sacks

In Blockchain Basics for Business, Steve Sacks interviews Jack Shaw on the elements of the technology, its early beginnings, the industries impacted, and the practical business applications.

MORE VIDEOS and PODCASTS: The Art and Science of Hiring: Three Essentials for the COVID Age | What’s a Bot? New Tech Tools to Boost Your Practice | Your Competition Isn’t Who You Think It Is | Don’t Get Burned by These PPP Pitfalls

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Key takeaways:

  • Bitcoin is only an application of Blockchain which is the platform
  • Decentralized nodes eliminate the possibility of hacking
  • Blockchain has many business uses in the financial, insurance, media, medical, consumer and supply chain
  • Industries impacted by blockchain include energy, entertainment, manufacturing and transportation
  • Blockchain stores records such as identities, ownership of assets, business transactions and contractual commitments

^ Download and subscribe to the podcast on iTunes here

Jack Shaw is an innovation and change management consultant, who has been voted one of the world’s top 25 speakers and one of the top 5 technology futurists. Jack integrates his executive experience in Industry, technology, and consulting to speak on Innovation, Change Management, and Transformational Leadership. And, he has decades of experience designing, developing, and implementing emerging technologies and how these will impact business and society.

Jack has advised key decision-makers at such Fortune 500 organizations as Mercedes Benz, Bosch, GE, Coca-Cola, Johnson & Johnson, IBM, Oracle, and SAP. Jack has delivered over 1,000 keynote presentations and executive forums in 26 countries and every state across the U.S. He is a Yale University graduate, and holds a Kellogg MBA degree specializing in Finance and Marketing.

Jack’s expertise is in the strategic impact of leading-edge technologies, including Blockchain technology, 5G, the Internet of Things and Artificial Intelligence. He can be reached at



Peer-to-Peer: Your Best Advice for 2021

Pivoting to 2021 (clockwise from top left): Raizen, Wehr, Paulson, Swigert, Anderson, Stitely

‘Clients still need us.’

By CPA Trendlines Research

Keep calm and carry on.

That may be the best overall advice for the situation we’re in.

MORE in SURVEYS & RESEARCH: SURVEY: A Glint of Optimism for 2021| Accountants Say: Brace for a Dismal 2021 | PPP Client Fraud: How Much Risk Is Too Much? | PPP Traps: 1 in 5 Accountants Report Shady Dealings | Cloudy Forecasts Call for Rainmaking

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And by “we,” we mean “everybody in the world.” Because everybody’s got it tough. Whether COVID has touched close to home or not, its presence is impacting everyone.

But… how should accountants carry on? We asked. And you – the readers of CPA Trendlines – delivered. Adapt, pivot, focus on the client, watch your expenses – just a few of the themes gleaned from the CPA Trendlines Business Barometer.


Who’s Offering Your Clients PPP Services? of your colleagues are.

By Sandi Leyva

Clients have inundated accountants all year with questions and issues about the Paycheck Protection Program (PPP), and no end is in sight.

MORE: PPP Client Fraud: How Much Risk Is Too Much? | Survey: Who’s Not Billing for PPP Services?
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Earlier this year, it was all about loan acquisition. Now, borrowers are gearing up for loan forgiveness and asking their CPAs for assistance.

PPP Client Fraud: How Much Risk Is Too Much?

bar chartWhere do you fall on the risk-tolerance scale?

PPP: Are the Risks Worth It?
Practice Management Do’s and Don’ts
Join the Survey. Get the Results.

By Sandi Leyva

How aggressive should you be when advising clients on Paycheck Protection Program (PPP) forgiveness?

MORE: Survey: Who’s Not Billing for PPP Services? | PPP Traps: 1 in 5 Accountants Report Shady DealingsAdd These Money-Making Rituals to Your Work Day | 3 Ways to Opt Out of Any Downturn

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While any risk stance should always be the decision of the clients, we asked this question in a recent joint Accountant’s Accelerator / CPA Trendlines PPP Survey: On average, across all of your clients, how aggressive of a stance are you taking with PPP forgiveness?

We asked 600+ survey respondents to choose a number between zero and 100 where zero is conservative or extremely risk-avoidant and 100 is aggressive or extremely risk-tolerant. The mean was 42, or slightly more conservative than aggressive.

Survey: Who’s Not Billing for PPP Services?

Some serving the greater good. Others are just confused.

By Sandi Leyva

Some 22 percent of respondents are not charging their clients for PPP services, and the overwhelming majority are doing it to increase client retention, build goodwill, and do their part to help their clients and the economy, according to the new survey sent out by CPA Trendlines and Accountant’s Accelerator

MORE: PPP Traps: 1 in 5 Accountants Report Shady Dealings | Replay: How to Dazzle Clients in the COVID Age | Don’t Get Burned by These PPP Pitfalls | Three Ways to Leverage Today’s Uncertainties for Renewed Growth | COVID is Calling

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With over 600 accountants responding, many give away services such as loan acquisition, loan forgiveness, review of Form 3508, tracing assistance, and risk management advice.

Do You Have the Right People?

Two partners celebrating business success outsideHow core values affect remote work culture.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

A company’s core values are the cornerstone of its culture, and people are the biggest asset a company can have.

MORE: Hate Billing? Use a Different Method | Protect Client Files from Cyberthreats | Get Ready to Launch Virtual CFO Services | Riches in Niches | Marketing Is About Thought Leadership | How to Profit with Workflow Apps | Cyber Security at a Virtual CPA Firm | Top Tech Choices for the Virtual Firm | How to Run Effective Leadership Team Meetings | Toss the Org Chart for an Accountability Chart
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Defining your core values and hiring the right people is essential for the success of your business.