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• Foul-weather gear: Strategies for facing the storm

  December 14, 2009

  While the economic crisis continues, it's a constant challenge for small businesses just to weather the storm.

• CFP Board Adds Three New Members

  December 1, 2009

  The Certified Financial Planner Board of Standards has appointed three new members to its board of directors.

• KPMG, Thomson Reuters Team on Paisley Services

  December 1, 2009

  KPMG and Thomson Reuters are partnering to help companies improve their governance, risk and compliance processes via Paisley GRC software.

• Explore Portals And How They Can Advance your Firm

  October 22, 2009

  Are your confidential documents at risk of being accessed by an unwanted third-party?

  If you’re using unsafe methods of exchanging sensitive information – such as email – then the answer is yes.

  A number of states have already passed laws prohibiting firms from sending confidential information via unencrypted e-mail, and more are expected to follow. Rather than implementing complicated data encryption processes, your firm can utilize a safe, secure portal to comply with these laws while protecting your private documents from outside interception.

  Portals are a secure and convenient electronic storage space in which files can be effortlessly uploaded, downloaded and/or stored, while maximizing the security of sensitive information. By utilizing a portal, you gain bi-directional file exchange capabilities that make it easy for you to securely deliver and receive client documents, facilitating collaboration and supporting the upload of even the largest files.

  This informative one-hour web seminar, featuring industry expert John Springfield from CCH, will discuss the importance of implementing a portal at your firm.

  Register today and learn how utilizing a portal can:

  • Guide your firm in a new, strategic direction
  • Foster collaboration and elevate client service
  • Explore the security concerns leading firms to consider portals
  • Discover more about data privacy
  • Ensure your information and your clients’ information is safe; security breaches are punishable by law

  Guest Speaker:
  John Springfield, Product Manager, Site Builder & Portal, CCH (a Wolters Kluwer business)

  Sponsored by:
  

  Please note that CPE credits are only available for our LIVE events. Visit our Web Seminar page for upcoming LIVE events offering CPE credits.

  SourceMedia Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN, 37219-2417 or by visiting the web site: www.nasba.org

• CPA2Biz Site Helps Firms Expand Client Services

  October 15, 2009

  The American Institute of CPAs’ CPA2Biz subsidiary has opened a new Web site to help firms grow their client accounting services practice.

• Crowe Horwath Offers Chapter 11 Services

  September 2, 2009

  Accounting firm Crowe Horwath is responding to the wave of companies filing for Chapter 11 bankruptcy protection with a set of services to help them navigate the reorganization process.

• Financial Planners Want SEC to Restrict FINRA

  September 1, 2009

  The Financial Planning Association is urging SEC Chair Mary Schapiro to clarify and restrict the scope of authority of the Financial Industry Regulatory Authority related to financial planning services.

• Risk Assessment Is a Necessity

  August 27, 2009

  The creation of SOX provided a false sense of security to stakeholders and management because it was a reactive approach to old problems not focusing on how to proactively prevent future problems.

• Lyndon Group Adds Privacy Services Practice

  August 12, 2009

  Accounting firm Lyndon Group has created a privacy leadership services practice area tailored to servicing local small and midsized businesses.

• Who Motivates the Motivator?

  July 9, 2009

  I’m your client and I’m in a dilemma.

• Service Matches Small Businesses with Accountants

  July 7, 2009

  A new service, AccountingMatch.com, aims to hook up small-business owners with accounting professionals who can help them, along with providing information on accounting, tax, and small-business management issues.

• KraftCPAs Forms Health Care Consulting Affiliate

  June 25, 2009

  Tennessee-based accounting firm KraftCPAs has created a new affiliate company that will specialize in health care consulting services as Congress prepares legislation to overhaul the health insurance industry.

• Frugal - But Not Foolish

  June 12, 2009

  CPAs should watch their language during tough economic times.

• Checklist to Help Businesses Prepare for Rebound

  May 27, 2009

  Accounting and finance staffing company Robert Half Management Resources offered advice for companies to position themselves to take advantage of a future economic recovery.

• Adding Financial Services Capabilities

  March 1, 2009

  No doubt, the services your CPA firm offers today have evolved considerably from the traditional tax and audit business that initially constituted your firm's core business.

• Discovering Your Hidden Practice

  March 1, 2009

  Are you wondering if you should consider adding investment services to your tax practice?

• Cherry, Bekaert & Holland Opens Economy Portal

  April 9, 2009

  CPA firm Cherry, Bekaert & Holland has introduced an Economic Recovery Resource Center on its Web site to help individuals and businesses cope with the recession.

• Horwath Becomes Crowe Horwath

  April 3, 2009

  Accounting firm network Horwath International has changed its name to Crowe Horwath to emphasize its association with Crowe Chizek.

• Intuit Unveils Co-Sponsors, Judges for Grant Competition

  March 26, 2009

  As part of its previously announced Power to Get More Done Initiative, which aims to help firms deal with the shaky economy by giving them money to hire extra staff and invest in their business, financial and tax software provider Intuit has announced the co-sponsors and judges for the effort.

• Leisha John

  March 19, 2009

  Environmental sustainability director makes Ernst & Young a greener firm.

• Stimulus may stimulate accountants

  March 15, 2009

  Provisions in the recently signed $787 billion economic stimulus package - the American Recovery and Reinvestment Act of 2009 - will have a ripple effect across all industries, according to experts.

• Government may be the answer!

  March 15, 2009

  Is your firm interested in entering the federal government market? In an uncertain economy, the federal government can be a reliable source of revenues, often with good margins. A terrible economy, ironically, might be about the best time to try, due to a confluence of events - an unending spate of bailout and stimulus initiatives, coupled with the new administration's strong demands for transparency and accountability.

• Frank & Freedman Merges with Hirsch Subelsky

  March 10, 2009

  Michigan CPA firms Frank & Freedman and Hirsch, Subelsky & Associates have merged to form Frank, Hirsch, Subelsky & Freedman.

• Minnesota Accounting Firms Merge

  March 6, 2009

  Accounting firms Kern, DeWenter, Viere and Davich, Wilson, Morrow & Associates have signed a letter of intent for DWM to join KDV.

• Kellogg & Andelson Acquires Pomerantz

  February 24, 2009

  Kellogg & Andelson Accountancy Corp. has acquired Irwin Pomerantz & Associates, a firm based in Beverly Hills, Calif.

• Paid Affiliate Program Targets Accountants

  February 23, 2009

  Document management software developer SmartVault has introduced an affiliate program that pays referral fees to accounting professionals, QuickBooks ProAdvisors and consultants who recommend the software to their clients.

• Schenck Forms Financial Crisis Team

  February 20, 2009

  Regional accounting firm Schenck Business Solutions has created a Financial Crisis Response Team to help companies challenged by the recession.

• Mitchell & Titus Merges in Hill Taylor

  February 17, 2009

  Minority-controlled accounting firm Mitchell & Titus has combined practices with Hill Taylor, another minority-owned firm, expanding Mitchell's presence to Chicago.

• BDO Plans National Ad Campaign

  February 12, 2009

  BDO Seidman plans to launch the firm's first-ever national advertising campaign, encompassing TV, print, digital media and indoor signs.

• Accounting Tomorrow: The Emerging Leader

  February 9, 2009

  Are leaders born or are they made? Are you a firm owner still thinking like an employee? Your new, desired behavior starts with one simple word: change.

• Tax Prep Chain Offers 50% Discount to Unemployed

  February 6, 2009

  Peoples Income Tax, a local tax prep chain in Virginia, plans to give a break to recently laid-off workers.

• DeLeon & Stang Acquires Falk

  February 5, 2009

  Accounting firm DeLeon & Stang has acquired Daniel G. Falk & Associates, expanding its service offerings.

Related Articles

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• CFP Board Adds Three New Members

• CPA2Biz Site Helps Firms Expand Client Services

• Crowe Horwath Offers Chapter 11 Services

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Editors' Picks

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  Better ways to get paid

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  IRS Overdue on Paying Hazardous Waste Fee

  An IRS processing center in Kansas City, Mo., is overdue on paying a $172.50 fee for a hazardous waste removal permit dating back to 2006.

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  Should 401(k) plans be scrapped?

  Some have bemoaned the failure of 401(k) plans to provide for our retirement.

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