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? […]

Security & Privacy When dealing with sensitive materials (as all CPA firms do), Security should be at the top of this list every year. These sensitive materials are being shared more than ever through Cloud storage systems and mobile devices (Smartphones, Tablets, etc.). The threat of these materials being misused is higher than ever, and […]