Accounting firm services

CPA financial planners should play a major role in giving life insurance advice to their clients.

While one marketer is good, two or more working toward a common goal is even better.

The National Association of Registered Social Security Analysts and its site, NARSSA.org, will look to aid professionals and firms who provide Social Security advisory services to its clients.

Knowing what is required and completing documentation in a timely fashion maximize the company’s opportunity to receive its incentive reward.

Accounting Today’s editors pick the best new and most improved tools and resources for accountants from the past 12 months.

As firm leaders develop their vision and future IT roadmaps, they must think differently to sustain success and remain future-ready and relevant.

It's not too early to get ready for life — and business — after the coronavirus.

Accounting firms need to leverage their pipelines and sales professionals for success.

Given the turbulence of the past year, agility should be at the forefront of our minds when building a budget and strategy for 2021.

Here are five ways the latest round of the Paycheck Protection Program is different.

The U.S. Small Business Administration plans to reopen the Paycheck Protection Program to small lenders on Friday and to all lenders next Tuesday.

Artificial intelligence is being put to the test in service areas far beyond just audit.

The latest stimulus package includes a number of provisions that make some major adjustments to the Paycheck Protection Program. Erik Asgeirsson of CPA.com and Lisa Simpson of the AICPA discuss the latest changes, and how accountants should be working with clients to make the most of them.

The world of accounting can be a harsh environment. How do you stand out in a crowded field?

The pandemic reshaped the profession throughout the year — and will continue to do so in 2021.

Most accountants who help clients with the choice of entity focus on the tax aspects. But in order to help clients make fully informed decisions, “personal” asset protection should be considered.

Don’t underestimate the power of your network.

Business owners don't have the time or expertise to deter bookkeeping fraud.

The move to focusing primarily on being a trusted advisor has been a long time coming.

The practice is helping clients deal with streamlining operations, reducing unnecessary expenditures and improving their profitability and cash flow.