Stay up to date on what's happening!
The first article in a two-part series outlining general considerations for a buy-sell transaction for a CPA firm. This first part examines the transaction from the seller-perspective. Part two coming Spring 2022 will focus on the buyer's perspective. Continue Reading
The NCAA recently granted student-athletes the right to profit from their name, image, and likeness (NIL). Here’s how CPAs can help clients navigate their personal NIL business. Continue Reading
While it is inexpensive for a lawyer to serve a subpoena, it is expensive and labor intensive – particularly for professionals like CPAs – to respond to them. Fortunately, with a little work on the front-end, professionals like CPAs can be better prepared to respond to subpoenas. Continue Reading
CPA firms are often uncertain about whether or how to respond to a subpoena, as they also need to comply with a number of rules and regulations that are intended to protect client confidentiality. The following Q&A focuses on understanding the nature of subpoenas and how CPA firms can minimize their professional liability exposures when responding to them. Continue Reading
What does a CPA + CFP® collaboration look like? Create positive outcomes for your clients by working closely with their financial advisors. Continue Reading
Artificial intelligence in accounting software, pre-accounting tools, and robotic process automation (RPA) optimize how transactions flow through systems. Learn five steps to automating the accounting process. Continue Reading
OSCPA Chair Charles Mello discusses resilience, leadership, and growth in times of uncertainty. Continue Reading
Businesses need innovation now more than ever; CFOs should energize their organizations by taking action in three key areas. Continue Reading
Get to know your new Board Chair as Charles Mello, CPA takes the helm of the OSCPA Board of Directors. His term began April 1. Continue Reading