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• 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.

• Firm Offers Turnaround Services to Small Businesses

  February 4, 2009

  Accounting firm Barfield Murphy Shank & Smith has formed a group to help restructure struggling small companies.

• Seckendorf Merges with Lebenhart

  February 3, 2009

  Seckendorf Hasson & Reilly LLP and its affiliate, LL Business Management Inc., have merged with Eliot H. Lebenhart CPA, to form a Long Island-based sports and entertainment accounting, tax and consulting firm.

• Maryland CPAs Intro Online Job Service

  February 2, 2009

  The Maryland Association of CPAs has created an interactive job board, the MACPA Career Center, to give its members and the CPA profession at large a targeted way to make employment connections.

• Wiss Forms Economic Recovery Team

  February 2, 2009

  Accounting firm Wiss & Co. has created an economic advisory group to help business owners and executives deal with the recession.

• CEOs Reflect on Challenges, Best Practices

  January 30, 2009

  Whether navigating your firm through the choppy waters of today's unstable economy or mapping out both long- and short-term strategies, a trio of CEOs from CPA firms in both the U.S. and Canada agreed that communication with staff members and an understanding of the competition are among the more critical factors in driving a firm's growth and evolution.

• Think Twice Before You Rip Off Your Name Tag

  January 28, 2009

  We all know name tags as those dorky stickers that we're made to wear during networking events. We reluctantly pen our name and then stick it to our chests in an effort to make ourselves more approachable. Well, what would happen if we intentionally left them on, even after the event was over?

• CPA Firm Assembles Madoff Task Force

  January 27, 2009

  South Florida accounting firm Daszkal Bolton is the latest to offer services to clients who have suffered losses from Bernard Madoff's $50 billion Ponzi scheme.

• Firm Organizes Task Force for Troubled Economy

  January 23, 2009

  Accounting firm Wipfli has created a task force to help companies cope with the financial crisis.

• Gocial Gerstein Merges with Gold Meltzer

  January 15, 2009

  Gocial Gerstein LLC has merged with Gold, Meltzer, Plasky and Wise to form Gold Gocial Gerstein LLC.

• "New" Alternatives to Layoffs

  January 13, 2009

  Strategies that don't impact the quality of the client's services and/or products, nor cause a staff reduction.

• Accounting Firm Targets Madoff Investors

  January 12, 2009

  Walter C. King Associates is offering tax recovery and forensic accounting services to investors who fell victim to Bernard Madoff's Ponzi scheme.

• Graf Repetti Merges in Marx, Lange, Gutterman

  January 12, 2009

  Graf Repetti & Co. has merged with Marx, Lange, Gutterman, effective Jan. 1, augmenting Graf Repetti's presence in New York.

• SurePayroll Offers Free Payroll for Accounting Firms

  January 9, 2009

  Payroll processor SurePayroll is offering free payroll-processing services to accounting firms for up to one year.

• New England Firms Merge

  January 6, 2009

  Kahn, Litwin, Renza & Co., has merged in Sullivan Shuman & Freedberg, allowing KLR to build its presence in the Greater Boston area.

• Firm Plans Madoff Town Hall Meeting

  January 6, 2009

  Accounting firm Holtz Rubenstein Reminick plans to hold a town hall-style meeting for New York-based individuals or businesses that were defrauded by Bernard Madoff's investment scam.

• CPA Firm Starts Recession Consulting Team

  January 5, 2009

  Accounting firm Goldstein Lieberman has introduced a consulting team to help business clients cope with the recession.

• Change Agents Apply

  January 1, 2009

  In today's world, skill at being a change agent will probably become a prerequisite to becoming a modern managing partner.

• Firms Doing Well, But Downturn Might Loom: MAP Survey

  January 1, 2009

  Firms continue to do well, based on an analysis of the results of the 2008 PCPS/TSCPA National MAP Survey, maintaining the high levels of income and the billing rates that they enjoyed in the previous survey in 2006. But both the latest survey findings and the economy raise questions about the future economic landscape that CPA firms will be facing.

• Corporate Integrity Unit Launched

  January 1, 2009

  A corporate integrity unit, designed to offer "the strengths of corporate governance/fiduciary responsibilities, with the discipline of forensic accounting and the merits of internal control," has been launched by Sobel & Co.

• Specializing, Alliances Among Growth Plans

  January 1, 2009

  Accounting firms plan to continue growing through client specialization, joining networks and other strategies, according to a new survey by CCH.

• Marketing Magic: Essential Elements of an All-Star Proposal

  January 1, 2009

  The consultancy PDI-Global offers tips to enhance your proposal's chances of success.

• In the Blogs

  January 1, 2009

  The consultancy Convergence Coaching started this community site "to share great new ideas and resources, explore issues, and generate discussion" throughout the profession, and it seems to have pulled it off.

• 'Virtual Assistants'

  January 1, 2009

  As the recession cuts into the number of assistants, virtual assistants (VAs) may be one answer.

• Money in Going Green

  January 1, 2009

  Greater environmental consciousness at a firm can increase efficiency, generate revenue, and aid in staff attraction and retention.

• Imparting Small-Business Services Enhancements

  January 1, 2009

  The right advisor can mean the world to a small-business owner. Here's how firms are expanding varied services to these prized clients.

• A Transformation to Strategic Marketing

  January 1, 2009

  Weaver and Tidwell's move to strategic marketing helped this leading regional firm's revenue grow 162 percent.

• Time & Billing Value Maximization

  January 1, 2009

  Here's how to better use T&B apps.

• Beyond Bean Counting to Proactivity

  January 1, 2009

  To Selwyn Gerber, managing partner of Los Angeles-based Gerber & Co., the focus of his firm is on helping make a business more profitable, by tightening controls, and improving information flow.

• Market Demand for CPA Financial Planners

  January 1, 2009

  CPA financial planning practices are growing at a faster rate, and also have higher profit margins than non-CPA firms offering the same services.

• Eisner Forms Tax Task Force for Madoff Investors

  December 31, 2008

  Accounting firm Eisner LLP has formed a Tax Recovery Assistance Task Force to help investors who have suffered losses as a result of Bernard Madoff's fraudulent investment scheme.

• North Carolina Firms Merge

  December 31, 2008

  Accounting firm Rives & Associates has merged in Allen & Woodall, another firm in North Carolina.

• Financial Crisis Proactivity

  December 23, 2008

  I have also come across a number of firms that have put together financial crisis teams to consult with clients.

• Plante & Moran Moves to 'Green' Offices

  December 23, 2008

  Accounting firm Plante & Moran has transplanted its Grand Rapids offices into a larger and "greener" space.

• Citrin Cooperman Builds Small Business Services

  December 23, 2008

  Accounting firm Citrin Cooperman has added a "Growth & Protection Team" to provide business consulting services to small and midsized businesses.

• CBIZ Acquires Tofias

  December 18, 2008

  CBIZ is acquiring Tofias in a deal estimated at $55 million as the accounting provider expands its reach across the Northeast to the New England area.

• Accounting Firm Forms Madoff Task Force

  December 18, 2008

  Marcum & Kliegman has created a task force to advise investors who may have been defrauded by Bernard Madoff and his investment management business.

• KPMG Revenues Increase 14.5 Percent

  December 18, 2008

  KPMG saw its member firms' combined revenues around the world grow by 14.5 percent to $22.69 billion in the fiscal year ending Sept. 30, 2008.

• BDO Revenue Increases 9 Percent

  December 17, 2008

  Worldwide revenue for the BDO International network, which includes U.S. member firm BDO Seidman, grew to $5.145 billion in the fiscal year ending Sept. 30, a 9 percent increase from last year.

• Bringing Firm Leadership to the Next Level

  December 17, 2008

  It's one thing to be a leader within your firm, however, it's quite another to also be a leader within your community.

• Insurance Products for Wealth Management Advisors

  December 9, 2008

  iPro One and American Business have teamed up to offer insurance products that wealth management advisors at CPA firms can market to their clients.

• Accounting Firm Aims to Help Execs Cope with Recession

  December 3, 2008

  Accounting firm WithumSmith+Brown has introduced a new consulting service to help businesses deal with the troubled economy.

• Noticing What's Wrong

  December 2, 2008

  Human nature being what it is, we start judging right away on initial impressions.

• For Whom Are These Tough Times?

  December 1, 2008

  Businesses are, and will be, making many more very difficult decisions as a result of this extended, and continued financial and economic crisis.

• Crisis News and Advice

  December 1, 2008

  Missoula, Mont.-based Muzeview, a competitive intelligence firm, has compiled a report that condenses "competitive intelligence from competing firms, identifying smart advice for firms determined to stay agile amidst the confusion" of the ongoing credit crisis.

• Trends and Good Locales for Rising Salaries

  December 1, 2008

• Staffing Solutions:Displaced Bank, Financial Pros Could Be Tax-Prep Staff

  December 1, 2008

  Employment fallout may ripple through the financial community just in time to give your firm a boost in the coming tax season

• Helping Clients Through The Crisis

  December 1, 2008

  The AICPA Private Companies Practice Section (PCPS) has created a letter that practitioners can send to clients with advice on surviving the credit crisis.

• Need to Stay Focused

  December 1, 2008

  Staying focused amid chaos can help business leaders not only survive but thrive.

• Marketing Magic: Do-It-Yourself Tax Prep Deadly

  December 1, 2008

  You might want to ask potential individual tax clients if they plan to use Your Income Tax Guide 2009.

• Recession-Proof Valuation Engagements

  December 1, 2008

  Tough economic times, a new president, and a focus on fair value accounting will increase the demand.

• Tips for a Tougher Tax Season

  December 1, 2008

  Unique economic times, late tax legislation, and uncertainty make preparation more difficult.

• Growing Distrust of Financial Planning Projections

  December 1, 2008

  Past, present, and future projections are more significant as some clients are having doubts about their usefulness.

• Automating Workflow: The Dos and Don'ts

  December 1, 2008

  Here's what works, what doesn't, and what adjustments need to be made to improve workflow.

• Courting Clients: Parente Randolph

  December 1, 2008

  Glenn Newman is managing director of Philadelphia-based Parente Randolph's forensic accounting and litigation services practice section, a niche that, he says, "is virtually exploding!"

• Cottrill Arbutina Acquires Tax and Audit Group

  November 25, 2008

  CPA firm Cottrill Arbutina Professional Services has acquired an eight-person tax and audit group from S.R. Snodgrass, expanding its reach in Western Pennsylvania and its auto dealership client base.

• CPA2Biz to Resell Google AdWords to Accounting Firms

  November 24, 2008

  The American Institute of CPAs' business subsidiary CPA2Biz has signed a deal with Google to offer Google AdWords as a way for accounting firms to market and promote their services via local paid search ads.

• Reno Firm Aims to Help Small Businesses in Crisis

  November 21, 2008

  Rand & Associates has launched a program aimed at helping small businesses weather the financial crisis.

• Wisconsin Accounting Firms Merge

  November 21, 2008

  Reilly, Penner & Benton said it has merged with another Wisconsin accounting firm, Ragsdale, Spitz & Reuschlein.

• Accounting Firm Holds Last-Born Baby Contest

  November 20, 2008

  Accounting firm I.A. Rozen & Associates is searching for the "The Last Baby Born in 2008" as a way to call attention to year-end tax deductions for families.

• H.D. Vest Adds Remote Check Scanning

  November 12, 2008

  H.D. Vest Financial Services is offering remote check scanning and depositing services to its network of financial planning advisors.

• ADP Upgrades Payroll Service for Accountants

  November 10, 2008

  ADP has beefed up its RUN payroll service for accountants who process payroll for their small business clients, adding new security and data entry features and more payment options.

Related Articles

• CPA2Biz Site Helps Firms Expand Client Services

• Crowe Horwath Offers Chapter 11 Services

• Financial Planners Want SEC to Restrict FINRA

• Risk Assessment Is a Necessity

• Lyndon Group Adds Privacy Services Practice

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