Technology
David Cieslak, CPA.CITP, CGMA, GSEC Inducted into Accounting Hall of Fame
The members of the Accounting Thought Leader Symposium have elected David Cieslak, CPA.CITP, CGMA, GSEC, accounting technologist and chief cloud officer and executive vice president with RKL eSolutions, into CPA Practice Advisor’s Accounting Hall of Fame. The announcement was made during a presentation at the 2020 meeting of the Thought Leader Symposium, an accounting think tank […]
Apps We Love: Feb. 2020 – Meeting & Calendar Apps
We live in an era of convenience, and that goes for meetings as well as everything else. There’s simply no excuse to insist that everyone gather in person for a meeting, nor is there reason to be frustrated with the chaos of a conference call when too many people are on the line, like the […]
3 Secrets to Ensure Successful (and Profitable) Client Meetings
We are in the business of building relationships. No matter how advanced technology becomes, at the heart of the accounting profession, we are people of our people—our clients. That means face-to-face meetings with clients are still (and will likely always be) a mainstay component of a firm’s business model. And now well into busy season—the […]
3 Secrets to Ensure Successful (and Profitable) Client Meetings
We are in the business of building relationships. No matter how advanced technology becomes, at the heart of the accounting profession, we are people of our people—our clients. That means face-to-face meetings with clients are still ...
2020 Reviews of Expense Management Systems
Expense Management has always been important, but in recent years, the surge in company travel has found more businesses scrambling to find a way to continue sending their employees where they need to be, but doing so in more cost-effective manner.
What’s In Your Briefcase?
This column will go through some of the gear I carry with me when working out of the office. As someone who spends over 100 days a year traveling, I don’t have the option of waiting until I get back to the office to deal with most things.
Process Improvement and Working With Clients Digitally
While most of our firms have transitioned away from paper-based records, many of us still struggle to digitize the business processes in our firms. As I write this, we are in the late stages of conducting the 6th Annual CPA Firm Operations and ...
5 Tips to Prevent Staff Burnout During Tax Season
In the accounting profession’s annual tax marathon, you don’t want your people to hit the wall. Burned out workers will be less focused, more irritable, less healthy, more likely to exhibit negative attitudes and more prone to mistakes.