Northeast Chapter

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Book Review: The Anticipatory Organization by Daniel Burrus

Book Review: The Anticipatory Organization by Daniel Burrus

Published April 17, 2018

As a CPA firm consultant, I spend a significant amount of time researching computer equipment, accounting applications, and evaluating consulting methodologies and tools that will make me a better consultant and more useful to accounting firms.  Over the past few years I have seen Daniel Burrus speak at various accounting conferences and heard of his work within the CPA profession through the Business Learning Institute (founded by the ...

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How AP and Finance Can Win with Automation

How AP and Finance Can Win with Automation

Published April 12, 2018

I’ve been selling to accounting and finance professionals for most of my career, and I can honestly say that I’ve never seen so much technology available for those functions as there is now. Just a decade ago, the options were basic and few: ERP systems, invoice scanning, and workflow. If you wanted electronic payments, you would set up an ACH or card program through your bank. Now we have dozens of cloud accounting systems; ERP ...

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PCPS' Comparison of FRF for SMEs to Other Bases of Accounting

PCPS' Comparison of FRF for SMEs to Other Bases of Accounting

Published April 12, 2018

Has it been a while since you looked at the Financial Reporting Framework for Small and Medium-Sized Entities as an option for your privately-held clients? With accounting standards changes and income tax changes, there's a lot going on right now and the changes can be pretty complex. Use the FRF SME Comparison to Other Bases of Accounting resource along with other tools in the FRF for SME toolkit to learn more about the opportunities ...

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How will the 2017 tax law changes affect your firm's CPA Exam candidates?

How will the 2017 tax law changes affect your firm's CPA Exam candidates?

Published February 12, 2018

The AICPA Board of Examiners approved January 1, 2019 (19Q1) as the date content related to the “Tax Cuts and Jobs Act of 2017” will be eligible for testing on the Uniform CPA Examination. For the rest of 2018, the exam will continue to test the tax laws and regulations in effect before the enactment of the new law.  For detailed information, view the AICPA’s exam announcement.

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Overcoming Pricing Objections Tool

Overcoming Pricing Objections Tool

Published February 6, 2018

Are you concerned about how to handle pricing objections from clients or prospective clients? Most will pay reasonable fees for quality, valuable service so it's important to have conversations to help address any concerns. This document provides some tips to guide the dialogue. This PCPS Overcoming Pricing Objections Tool is an example of the turnkey practice management tools and resources PCPS delivers.  PCPS is an add-on firm membership ...

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