Apr 29, 2021
In the first of a three-part series on the expectations CPA firms should have for targeted personnel within their operations, Ira Rosenbloom, chief executive officer for Optimum Strategies in Spring House, Pa., discusses the role of the CPA firm operations manager. Rosenbloom explains how an individual in this...
Apr 26, 2021
For a CPA firm to thrive, it is a good idea to know what your would-be clients want from their trusted adviser. Hinge Research Institute recently conducted a study titled “Inside the Buyer’s Brain,” a comprehensive look at the buyer-seller relationship. Lee Frederiksen, managing partner of Hinge in Reston, Va.,...
Apr 19, 2021
In a follow-up to their presentation at PICPA’s Technology for Public Accounting Conference, James Ruffin, manager, IS assurance and advisory services, at RKL, and Stephane Smith, human capital management consulting practice leader at RKL, discuss best practices for remote onboarding. The two highlight...
Apr 12, 2021
Passing the CPA Exam is an arduous process, but one with immeasurable rewards for those who achieve their goal. Organizations with staff members who attain the CPA designation also experience extensive benefits and return on investment. Therefore, it behooves organizations to help would-be CPAs on their payroll to pass...
Apr 5, 2021
You know the issue you are advocating for is urgent when it ends up being the first item on a new legislature’s agenda. That’s the position the PICPA government relations team found itself in when the Paycheck Protection Program loan forgiveness provision it supported ended up becoming Act 1 of 2021 on Feb. 5. Peter...