In the second of a three-part series on the expectations CPA firms should have for targeted personnel within their operations, Ira Rosenbloom, chief executive officer for Optimum Strategies in Spring House, Pa., explores the function of the CPA firm marketing professional. Rosenbloom details their need to be data and research savvy, persistent, and results-driven. To read the full transcript click  here.

The Key Traits of CPA Firm Marketing Professionals

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How to Pass the CPA Exam Faster By Jim DeLuccia Bob Gayhardt, business development manager for UWorld, provides high-level tips on passing the CPA Exam. Gayhardt stresses the importance of identifying strengths and weaknesses of subject material and why it’s important to avoid overthinking during the study process. Megan Burke, Gayhardt’s colleague at UWorld, also wrote about these tips for  CPA Now.    

How to Pass the CPA Exam Faster

Matthew May, founder and vice president of sales and marketing for Acuity CFO Online Bookkeeping Accounting and Business Tax, joins us to talk small-business compliance with standards and regulations. In particular, May stresses the role CPAs can play in making the process easier.  

CPAs Have a Vital Role in Keeping Small-Business Clients Compliant

The research and development (R&D;) tax credit is available to many organizations to help reduce their tax liability and overall financial expenditures. Unfortunately, many organizations don’t know everything they need to know to fully take advantage of the credit. To help educate these organizations, as well as the CPAs who represent them, we spoke with Ashley Chikes, director of operations for R&D; experts EPSA USA, about steps CPAs can take when advising a client about the R&D; credit, the ins and outs of the Pennsylvania R&D; credit, and more.   To read full transcript, click here.

Benefit Clients by Upgrading Your R&D Credit Knowledge

Kathy Brunner, founder, CEO, and president of Acumen Analytics, joins us to explore the basics of blockchain. She sheds light on the four different types of blockchain networks, how blockchain is currently being applied in business environments, opportunities for CPAs, and more. To read full transcript, click here.  

Knowing the Basics of Blockchain Is a Boon for CPAs

In a wide-ranging discussion about professional ethics, “Ethics Sage” Steven Mintz, professor emeritus with California Polytechnic State University in San Luis Obispo, Calif., highlights professional and personal behavior that would be considered injurious to the profession. Mintz also touches on how the current societal landscape can challenge CPA ethics as well as the positives and negatives of the AICPA Code of Professional Conduct.   To read the full transcript, click here.

The Key Traits of CPA Firm Marketing Professionals

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