Industry
Accountant for Law Firms: The IOLTA, Revenue Recognition, and Partner Comp Issues Generalists Miss
IOLTA compliance alone can trip up a generalist. Here is why law firms need an accountant who speaks their language.
Bryan Martin
Industry
Accountant for Marketing Agencies: Revenue Recognition, Contractor Management, and Tax Traps
Media buys, contractor armies, retainer billing. Agency accounting is its own beast. Your CPA needs to know the terrain.
Business Strategy
How to Find a Good CPA for Your Small Business: 12 Questions That Expose Amateurs
Most CPAs will take your money. Few will actually save you any. Here's how to tell the difference before you sign.
Second Opinion on Your Tax Return: When It's Worth Getting One
Most people never question their tax return. But a second look can reveal thousands in missed savings.
How to Find a CPA Who Actually Understands Small Business
The wrong CPA costs you more than their fee. Here is how to find one who understands small business inside and out.
CFO Services
The 13-Week Cash Flow Forecast: How Service Firms Avoid Surprises
If you do not know exactly how much cash you will have in 90 days, you are running your business blind. Here is the fix.
CFO Services
How to Hire a Fractional CFO: 10 Questions That Expose Amateurs
The fractional CFO market is flooded with bookkeepers who upgraded their LinkedIn title. Here is how to find the real thing.
10 Signs Your CPA Is Costing You Money (Even If They're 'Nice')
A friendly CPA and a good CPA aren't always the same thing. Here's how to tell the difference.
Tax Planning
How to Fire Your Accountant: A 5-Step Transition Playbook (Without Losing Data or Filing Late)
Switching accountants feels risky. But staying with the wrong one costs more. Here's how to make the transition cleanly.