CPA Resource Blog
How Technology Will Change Your Business This Year
In recent years, we’ve seen a massive transformation in the CPA world due to emerging technologies. That trend is set to continue through 2014. The advancement of technology offers CPAs new ways to work efficiently, productively, and sometimes remotely. But the ease…
6 Ways for CPAs to Expand Their Practice
When it comes to expanding your practice as a CPA, referrals are likely to be your number one source of growth. A 2013 study* by Hinge Marketing demonstrated that 87 percent of clients who are choosing an accountant use referrals as their…
Whoops! CPA Tax Mistakes Caught by Financial Advisor
Partnerships between CPAs and financial advisors can be mutually beneficial in many ways, including the fact that each can double-check the other for costly and embarrassing mistakes. In fact, a recent Wall Street Journal article details exactly how a financial advisor caught…
Ordinary CPA vs Trusted Advisor: What’s the Difference?
In his original article published in the Rochester Business Journal (January, 2008), Thomas Bonadio recalls his early days in his career as a CPA. Describing his limited duties, Bonadio says, “We conducted audits and other types of financial reviews. We prepared taxes….
