Consulting

When it comes to working with entrepreneurs, there’s no hard and fast rule on how to best meet their needs.

When I became a partner emeritus, it meant that it was time to slow down and work less.

This month, software vendor partner veteran Terry Petrzelka looks at where smaller consulting firms fit into a rapidly changing publisher/partner world, where their future lays, as well as how firms of all sizes may better use social media.

Finagraph CEO James Walter discusses how the improved customer satisfaction from new forms of customer-facing technology positions an accountant as a trusted advisor and can significantly increase client engagement and revenue.

Former XCM Solutions west coast operations director Kim Hogan has joined Intuit as part of its growing team to help accountants transition QuickBooks clients to the cloud and QuickBooks Online in particular.

Intuit is forecasting increased demand for accountants who can provide financial information to their small business clients anytime and anywhere through the use of remote technology.

While the offer of up to a 30 percent reduction in some cloud service provider fees may sound attractive, firms need to consider the risks that may be at play here and ask the right questions.

Sales tax management software maker TaxJar has released TaxJar Pro, an automated local sales tax reporting tool designed specifically for accountants who serve eCommerce clients with accounts on Amazon, Shopify, eBay, Etsy and PayPal.

Some accounting industry watchers warn business owners against relying on their CPAs for business advice, but many owners are apparently ignoring the advice.

Clients are coming to accountants asking for advice about the health care reform law, especially after the shaky rollout this month of the online health care exchanges and marketplaces by various states and the federal government.

There is no question that technology is changing the accounting profession and the one-two punch of the cloud and mobile technology creates greater efficiencies and capabilities for CPAs and their clients.

The phrase “You don’t know what you don’t know” very accurately describes the business of accounting software for the practitioner and the provider or vendor. The reality is, most of us neither have the time nor the inclination to figure out just what it is we don’t know.

Client meetings are an integral part of being a great accountant.

With the opening of health insurance exchanges and marketplaces this week under the Affordable Care Act, accountants and other professional service providers are being urged to pursue doctor’s offices as clients, especially as the prognosis for their financial health is expected to remain positive.

PricewaterhouseCoopers is one of the accounting firms hoping to address the needs of companies and individuals who are uncertain about the implications of the new health insurance exchanges and marketplaces that opened this week.

Adaptive Planning has signed on Microsoft Dynamics partner and corporate performance consultant Corporate Renaissance Group to its channel, allowing the firm to offer the cloud-based budgeting and planning product to customers in Canada and the Northeastern U.S.

A reseller and consultant rises, a company falls and in between there’s some good advice about getting your ‘I’s dotted and ‘T’s crossed when moving to the cloud. I’ll give you my take on all of this and more.

Avalara has formed a strategic alliance with PrimeGlobal North America, enabling its member firms to access Avalara’s online resource center and take advantage of the company’s accountant-centric partner programs.

Top Sage partner Net@Work has enhanced its Partner Alliance Program, which will offer Sage and non-Sage VARs and other professional service providers – including CPAs – access to the firm’s full range of products and services and future business opportunities.

Much attention has been focused on the postponement of the Affordable Care Act’s employer mandate—the requirement that businesses with 50 or more employees provide them with health insurance or face significant fines, which the Obama Administration delayed for one year.