Recent Posts

Leadership Institute 2.0 Launched

Bill Reeb Inducted as AICPA Chair

Understanding Cloud Options for CPA Firms

Lessons Learned: The Checklist Manifesto - How to Get Things Right

CPAFMA Announces Slate of Officers and Directors for 2019-2020

Browse by Category

General News

Browse Archives

May 2019
April 2019
March 2019
January 2019
December 2018
October 2018
September 2018
August 2018
July 2018
June 2018
May 2018
April 2018
March 2018
February 2018
January 2018
December 2017
October 2017
July 2017
June 2017
May 2017
April 2017
March 2017
February 2017
January 2017
December 2016
November 2016
October 2016
September 2016
August 2016
July 2016
June 2016
April 2016
March 2016
December 2015
November 2015
October 2015
June 2015
April 2015
March 2015
February 2015
January 2015
December 2014
November 2014
October 2014
September 2014
August 2014
July 2014
June 2014

June 2014 Article Archives

Shared Tools: PCPS Identify & Prioritize Tool

Published on June 15, 2014

PCPS Identify & Prioritize Tool (Excerpt from Trusted Business Advisor 2.0 Toolbox) 
Partners and firm administrators are always looking for new ways to grow the firm’s revenue. You are sure to be appreciated when you present this opportunity to train professional staff on how to identify further service opportunities with current clients by asking questions that will identify what is top of mind for clients. For more information, read “Seven Ways to Boost the Bottom Line” by William R. Pirolli, CPA/CFF/PFS


Why Your Business Needs a Policy for Remote Workers

Published on June 15, 2014 by Roman Kepczyk, CPA.CITP, CGMA, LSS BB, AAAPM

Policy should define the roles and responsibilities that can be accomplished remotely, as well as set the expectations and rules for remote workers.

Smart companies will have their Remote Work Policy reviewed by their legal counsel before making it available to all employees. Companies that use an ad hoc remote work program and do not create a Policy can leave themselves open to disputes regarding any of the above issues. It is worth the time and expense to create a Policy with involvement from legal personnel to ensure that there are no question marks or grey areas within the Policy.


Social Media and Disaster Communications Checklist

Published on June 15, 2014

When disaster strikes, your employees and customers are listening and looking to you for real time answers. But when it comes to using social media to communicate important information, what does a good strategy look like and how do you make it effective?  AAA partner, Agility Recovery provides a checklist to help your organization develop an effective social media and disaster communication strategy.

Click here for a copy of the checklist. For more about Agility Recovery, visit their table at the AAA National Practice Management Conference or contact Trevor Mickelson