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Referral business can be great for CPA firms because there's a level of trust inherent in the referral. Taking time to determine a prospective client's needs and offering the right pricing options can help CPA firms succeed with referral business. Continue Reading
This week's topic: More TCJA guidance issued. Continue Reading
Taxpayers are at risk of passport revocation if they have "seriously delinquent tax debt." Continue Reading
Research compared existing and previous CFOs' skills and experience, and offered questions that finance leaders should be able to answer. Continue Reading
Lay the foundation for productive meetings by giving participants permission to speak their minds and by creating an atmosphere of psychological safety. Continue Reading
For most people, the days of worrying about their taxes ended when they submitted their 2018 tax return to the IRS. But while many Americans may be eager to put away their financial records, now is the perfect time to plan for the future. Continue Reading
To help Americans get a better grasp on their finances during National Financial Literacy Month, the Oregon Society of CPAs presents the following alarming personal finance trends and tips for how to navigate them. Continue Reading
This article explains how to create a spreadsheet in Excel that, along with some manual work, notifies people via email when bills are due. Continue Reading
The percentage of organizations that experienced fraud involving automated clearinghouse transactions increased in 2018 compared with 2017, according to the Association for Financial Professionals. This was the only payment method that saw such an increase. Continue Reading
A dizzying pace of change in the business environment requires finance leaders to keep their skills up to date, even as they help teams acquire relevant competencies. This podcast discusses how CFOs can keep up with the pace. Continue Reading