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Insights for Modern CPA Firms
Field-tested writing on offshore strategy, tax operations, security, and scaling U.S. accounting practices.
192 articles · updated weekly
Engagement Letters for Audit, Review, and Compilation
What each engagement letter must include under AU-C 210, AR-C 80, and AR-C 90 for audit, review, and compilation engagements, and where these letters most often fall short.
Subsequent Events in Auditing: AU-C 560 Documentation Guide
What CPA firms need to document under AU-C 560 for subsequent events in auditing, covering the three responsibility periods, Type I versus Type II classification, and dual-dating.
Group Audits for CPA Firms: AU-C 600 Essential Guide
Group audits for CPA firms with subsidiaries, joint ventures, or multiple locations run under AU-C 600, and the standard is about to change. Here is what governs component auditor work today and what SAS No. 149 changes starting December 15, 2026.
Offshore Bookkeeping for Real Estate CPA Clients: 1031 Tracking
Offshore bookkeeping for real estate CPA clients, covering 1031 exchange basis tracking, multi-entity structures, and how to keep both consistent across a growing real estate portfolio.
Non-Profit Fund Accounting: What CPA Firms Need to Know
What CPA firms need from an offshore bookkeeping partner for non-profit fund accounting, covering net asset classification, restriction release, and grant-level tracking.
Estimated Tax Payment Deadlines for 2026: Safe Harbor Guide
A quarterly safe harbor and penalty guide for CPA firms on 2026 estimated tax payment deadlines, covering the 90% and 100%/110% rules and how the underpayment penalty is actually calculated.
1099 Filing Deadlines and Penalties: What Clients Need to Know
1099 filing deadlines and penalties CPA firms must tell clients before the actual 2026 due date, including why the real deadline this year is February 2, not January 31, and the current penalty tiers.
Accounting Software by Client Size: A CPA Firm Guide to 3 Tiers
Choosing accounting software by client size is the call that decides whether your books run smoothly or fight you all year. Here is how QuickBooks Online, Xero, and Sage Intacct map to three client tiers, and where each one starts to break.
E-Commerce Sales Tax Nexus: Managing 40+ State Obligations
Managing e-commerce sales tax nexus across 40+ states for Amazon and Shopify sellers, covering the marketplace facilitator misunderstanding that drives the most exposure and how to build continuous threshold monitoring.
Restaurant Accounting Outsourcing: A 5-Area CPA Firm Guide
Restaurant accounting outsourcing has to get tip reporting, POS reconciliation, and multi-location P&Ls right, or your client's books never match what's actually happening on the floor. Here are the 5 areas that make or break a restaurant engagement.
IFTA Quarterly Reporting for Trucking Clients: 5-Step Guide
IFTA quarterly reporting is a filing your trucking clients can't skip, even in a quarter with zero miles. Here are the 5 steps your firm needs to get fuel tax reporting right across every jurisdiction your client operates in.
2026 Tax Filing Deadlines: The CPA Firm Calendar for What's Ahead
The 2026 tax filing deadlines CPA firms still need to track, from September's extended partnership and S corp deadline through January 2027's final estimated payment.
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