What is PII? According to the United States Department of Labor, personally identifiable information, or PII, is information that either: identifies a specific individual (direct identification) or identifies individuals by their connection with data elements, such as gender, race, and other demographic information (indirect identification). There are different types of PII but the one businesses […]

In today’s market, email is commonly designated as the most convenient and preferred method of communication between businesses and people alike. Therefore, it is important to keep your email accounts and information secure. Increasingly, hackers have been breaching email security to access an individual?s personal information. In this post, we will show you how to […]

As part of our Tech Blog Series, our team has compiled some of the most useful tech-related information in our arsenal to help your firm run at its most efficient level. In this post, you will find a guide for purchasing an antivirus software system. Along with firewall software and good password practices, anti-virus software […]

Think about how many passwords you use on a daily basis. Sometimes we lose sight of how much security they actually provide, but checking your email, getting on Facebook, and paying your bills all require a password for good reason. With increased technology, hackers are now able to crack passwords faster than ever, making it […]

Today, firewall protection is a basic need for both business and home networks. Since most computers come with some type of firewall protection right out of the box, many people do not see the need to invest in additional protection. Although some networks can be adequately protected under basic firewall protection, most cannot. This includes […]

In 2013, companies across the United States adopted a variety of new technology. Whether it was moving to a Cloud storage system, or embracing social media, chances are your firm did too. While these new technologies can improve your firm in a variety of ways, their adoption comes with a fair share of risk. With […]

Tax season, for many CPA firms, is the most stressful time of the year. Although it is often the busiest time of the year, it might help to see this time as an opportunity to grow. Here are a few tips for a smooth (but still busy) tax season. 1. Focus on the client’s wants […]

Every new year brings  new challenges and  goals. What would your firm like to accomplish in the coming year? What can you do to add value to your practice and get back in shape for the year ahead?  No matter what your individual firm’s goals, we think the following resolutions can help make 2014 a […]

Many small businesses fall into the trap of complacency. We categorize complacency as a “trap” because it is often the product of sustained success that causes a business to feel secure and set in their ways. In the case of small CPA firms, many partners and solo practitioners feel a sense of security, doing the […]

As a small CPA firm, especially in the area of tax, it is tough to compete with the large firms. It might seem like many clients choose to go with online tax preparation services or a larger firm, simply because they hear about them more. What can your firm offer, that the larger firms can’t? […]