Personal Financial Planning
As more CPAs become involved in financial planning, they may want to consider incorporating separately managed accounts (SMAs) into their advisory practices. This article gives an overview of the benefits of adding SMAs to your practice. For CPAs in public practice who give financial advice to clients.
Technology Workshop
Macros automate manual processes in many applications. They are especially useful in Excel to improve the efficiency of day-to-day operations, and it’s easy to create them. They can perform repetitive tasks such as creating customized worksheets or complex jobs such as exporting journal entries in Excel into an accounting package and then creating reports in Word. For all CPAs.
Worth Repeating
AICPA Chairman of the Board Robert L. Bunting, CPA, sees the year ahead as one of dedication to the ideals, ethics and initiatives that brought the accounting profession its proud reputation.
Personal Financial Planning
CPAs can enhance their value to clients by offering financial services, but many are concerned about compromising their objectivity or professionalism. Consultative selling is an approach CPAs can use to offer new services to clients, avoid conflicts of interest and strengthen the client relationship. For CPAs who are considering adding financial services to their practices.
Professional Issues
Companies may wish to explore class-based plans to help them cope with rising pension costs and reward high-productivity employees. Many businesses can customize them to increase contributions for owner-employees.
Employee Benefits
Companies may wish to explore class-based plans to help them cope with rising pension costs and reward high-productivity employees. Many businesses can customize them to increase contributions for owner-employees. For CPAs who advise businesses on their retirement plan options.
Practice Management
Tax season, the most visible part of an accountant’s work, makes arduous demands on a CPA. This article discusses how one firm manages the flow of work—during busy season and throughout the year—to maximize efficiency. For tax practitioners, managing partners and CPAs in tax departments of all sizes.