Sageworks Blog

May10

What are your firm’s priorities? Jessica Ballard [email] Director of Marketing

May 10, 2013 14:51

If your CPA firm is like most, its biggest assets are the staff and clients. Knowing more about these assets and gaining greater and more timely insights into the roles they play in the firm’s success will enable you to better manage your firm. But it will also allow you to develop and execute meaningful strategies for making the most of your firm’s assets so that you can exceed expectations of your clients and your partners. [More]

Apr22

5 Keys to uncovering mid-year client opportunities Jessica Ballard [email] Director of Marketing

Apr 22, 2013 13:00

Spring is a time of optimism, so it’s a great time for accounting firms to look for fresh opportunities to grow the business. In this post, Lauren Prosser, director of ProfitCents Professional Services, offers five ways accounting firms can “fertilize” existing efforts in order to jump-start business and grow deeper, stronger roots with clients. [More]

Feb 12, 2013 15:48

In a recent post, AccountingWEB discusses how to advise your business owner clients about personal guarantees and what choices they have. A personal guarantee is almost impossible to get around when signing a commercial loan, but there are a few things your clients can do before signing. [More]

Feb 06, 2013 10:00

This time of year, CPA firms are thinking and planning ahead for their busiest season. That makes now a good time to consider whether your CPA firm will be operating at peak efficiency. Is your CPA firm making the most of current relationships and doing all it can to expand into new ones? [More]

Jan 09, 2013 16:34

In a recent post featured by Accounting Today, Sarah Johnson, Chief Growth Strategist with Inovautus Consulting, discusses the benefits of sharing clients to secure you firms future success. Should your firm take on this process? [More]

Dec13

Professional skepticism in the audit process Dustin Lubertazzi [email]

Dec 13, 2012 08:36

In the Staff Audit Practice Alert Number 10, issued on December 4th, 2012, the Public Company Accounting Oversight Board (PCAOB) recognized and emphasized the need for all audit firms to apply professional skepticism. They define professional skepticism as “an attitude that includes a questioning mind and a critical assessment of audit evidence” and give insights into how an audit firm can work to maintain that perspective. [More]

Dec 05, 2012 15:22

Samuel C. DiSalvo, director of the tax practice for Rochester, N.Y., accounting firm Freed Maxick CPAs, PC, says that notwithstanding the uncertainty associated with lawmakers’ year-end deadline to avoid the so-called fiscal cliff, businesses and individuals can take steps before Dec. 31 to plan ahead. Here are five things DiSalvo says businesses and individuals should consider: [More]

Nov 14, 2012 08:48

Chris Frederiksen, chairman and CEO of the 2020 Group and a partner of ProfitCents, recently spoke with Accounting Today and suggested what accountants can do now to prep for a more successful 2013 tax season. [More]

Oct 10, 2012 13:44

Wouldn’t it be great if you knew what other firm and practice managers were thinking … what they believe are the most important priorities to move their practices and firms forward? Sageworks’ Advisory Service team recently polled hundreds of our subscribers, asking what they consider to be the most important challenges facing them and their firms. [More]

Sep 17, 2012 14:17

Accountants have a wide range of ways they can offer their business advisory services and still follow industry best practices. However, over the years Sageworks has found that it is important to for accounting firms to avoid these common pitfalls in order to optimize the value of these services. [More]