(c) American Institute of Certified Public Accountants. Contact AICPA for permission to reproduce this article.

How to deal with last-minute clients

CPAs explain the tactics they use to nudge procrastinating clients to meet deadlines. By Sarah Ovaska-Few Ask any public accountant which of their regular clients will be pushing up against an impending busy season deadline, and chances are he or she can name them ahead of time. That’s because people tend to be creatures of habit,… Read More How to deal with last-minute clients

(c) American Institute of Certified Public Accountants. Contact AICPA for permission to reproduce this article.

When government becomes the customer

Public-sector organisations are embracing a new role and discovering efficiencies through outsourcing. By Rebecca McCaffry, FCMA, CGMA, and Samantha White Customer insight often refers to product or service providers gaining intelligence on their customers’ needs, wants, and purchasing patterns for sales and marketing purposes. This commercially focused definition has traditionally been less relevant in the… Read More When government becomes the customer

(c) American Institute of Certified Public Accountants. Contact AICPA for permission to reproduce this article.

Introducing agile into internal audit

Agile business practices have moved beyond IT to create high-performing teams in other areas. By Oliver Rowe Like many internal functions and most business areas, Nationwide Building Society’s 80-strong internal audit team is always under pressure to do more with less or the same amount of resources, according to Eleanor Taylor. Taylor, a senior manager… Read More Introducing agile into internal audit

(c) American Institute of Certified Public Accountants. Contact AICPA for permission to reproduce this article.

Sharing finance knowledge locally

Regional public-sector finance networks are developing across the UK. Their aim: to share knowledge, best practice, and personnel. By Oliver Rowe An initiative within the UK’s public sector to establish regional finance communities that can share best practice and personnel is gaining ground. Its path could provide guidance to others looking to start similar networks,… Read More Sharing finance knowledge locally

(c) American Institute of Certified Public Accountants. Contact AICPA for permission to reproduce this article.

8 key features of Microsoft OneDrive

By J. Carlton Collins, CPA In a recent Technology Q&A item “Syncing Settings and Data on Multiple Windows 10 PCs,” we discussed the process of syncing your Windows 10 computers using OneDrive so that all your computers automatically share the same settings and data files. This month we dive a bit deeper by exploring eight facets… Read More 8 key features of Microsoft OneDrive

(c) American Institute of Certified Public Accountants. Contact AICPA for permission to reproduce this article., Fintech

Lessons from a finance system implementation

SweetTree Home Care Services faced a number of key decisions and challenges in upgrading accounting software to accommodate growth. Here’s what it learned. By Sarah Ghosh, FCMA, CGMA In the summer of 2018, SweetTree Home Care Services came to a crossroads. For nearly 15 years, SweetTree had built a successful business providing high-quality care and… Read More Lessons from a finance system implementation