Today's Features

Remote Banking Offers Instant ROI

Person writing check with pen and checkbookBonus: Your bank fees may decrease.

By Roman H. Kepczyk
Quantum of Paperless

One of the easiest processes to convert to paperless with an immediate ROI is the firm’s system for depositing client checks.

MORE ON TECH SPENDING: Deliver All Reports Digitally | Revamp Daily T&E Entry | How and Why to Establish Firm Procedures Manuals | Is Your Tax Workflow Digital Yet? | The 4 Types of Firm Knowledge | Back Up Your Bandwidth
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Manually receiving and physically going to the bank to deposit checks can be time-consuming and subject to too many errors. The manual procedure requires firms open mail on a daily basis, make copies to file in a binder, complete deposit slips and then send a person physically to the bank, which can easily take a half hour every day, five days per week, 52 weeks per year.

Hackers Using Hotel WiFi to Spy, Steal Data

Faceless hooded anonymous computer hacker with programming code from monitorThe keys? Individualized phishing emails and multistage malware downloads.

By Rick Richardson

An advanced hacking and cyberespionage campaign against high-value targets has returned.

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The so-called "DarkHotel" group has been active for over a decade, with a signature brand of cybercrime that targets business travelers with malware attacks, using the WiFi in luxury hotels across the globe.

Are You on the Right Side of the Desk?

Older businessman sitting at desk holding phoneCombining media makes your message more effective.

By Jassen Bowman
Tax Resolution Systems

Whenever possible, you want to be speaking to prospects from a superior position. In marketing, this concept is called being on the right side of the desk.

MORE: One-Step vs. Two-Step Marketing | 5 Daily Tasks for Maximum Tax Resolution Profitability | 4 Problems with the Tax Resolution Industry | When Tax Filing Season Is Over, What’s Next?
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Fortunately, this should be an easy concept for us as professional service providers to understand. We may not put much thought into it, but we are more inclined than most business owners to approach what we do from a position of authority and expertise. It may not sound very profound to you, but it really is what separates a professional from a mere salesman.

Eliminate Mystery through Communication and Inclusion

Focused businessman and businesswoman writing and discussing business graphOr flipped, why are you keeping secrets?

By Rita Keller

Improved communication can be achieved with many different approaches. Some tactics may primarily affect intra-firm understanding and teamwork, while others focus more on increasing clarity and frequency of communications with clients. No matter where they are directed, when these efforts are successful they benefit the firm and its clients alike.

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When I begin to work with a new CPA firm client, one of the most common issues I encounter is the lack of open, honest, ongoing communication between firm leadership and team members.

The Five Rules Driving Growth at Baldwin CPAs


Alan Long: Entrepreneur first, CPA second. 

By Ian Welham
The Accounting Success Podcast

Alan Long of Baldwin CPAs is an entrepreneur first and CPA second. That entrepreneurial mindset is the driving force behind the strong revenue growth, innovative practices, and steady expansion that’s bringing Baldwin national attention as a rising regional firm.

RELATEDAccountingfly Revolutionizes the Way CPAs Are Hired  |  Summit CPA Group Pioneers Virtual CFO Services |

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The practice that started in small Kentucky towns such as Maysville, (pop. 8,920), Flemingsburg (pop. 2,694) and Richmond (pop. 30,000), has expanded into Louisville and Lexington – and now Long is planning his next strategic move.

Whatever it is, it’s likely to be unexpected – as is the Baldwin founder himself.


Registration Opens for ‘Ultimate Accounting vCon’ 2017
Click for more information

Produced by CPA Trendlines expert authors Michelle Long and Sandi Smith Leyva.

The registration desk is now open for the sixth annual Ultimate Accounting vCon, the profession's leading live and online video conference for solo and small-firm accountants and bookkeepers, produced by award-winning accounting industry thought leaders Michelle Long and Sandi Leyva, and scheduled for Sept. 21-22.

Attendees can count on practical, grow-your-business advice plus great how-to sessions on all your favorite software and some you may not know about yet.

Register here or click to learn more
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Partnering: Referrals on Steroids

Portrait of young man and woman in business suits4 ways to spread the word.

By Sandi Leyva

Whenever you partner with another business person, you have access to all of their clients, effectively doubling your network.

MORE SMALL FIRM GROWTH STRATEGIES: 3 More Kinds of Referrals | 5 Ways to Get More Referrals | Use Feedback for Service Innovation | Create Your Marketing Plan | 3 Steps to Using Social Media to Increase Your Search Rankings
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Of course, they have access to all of your clients too, so the benefit must be mutual and fairly even. It’s great if your partner has something you need but don’t have, and vice versa.