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Insights for Modern CPA Firms
Field-tested writing on offshore strategy, tax operations, security, and scaling U.S. accounting practices.
199 articles · updated weekly
CCH Axcess Offshore Tax Preparation: CPA Firm Workflow Guide
A CPA firm workflow guide for CCH Axcess offshore tax preparation, covering the cloud-native setup advantage and the Section 7216 consent requirement that applies regardless of platform.
Chart of Accounts Setup for CPA Firms: Standardizing Client Books
Chart of accounts setup for CPA firms managing multiple clients, covering a standardized structure, numbering convention, naming rules, and onboarding new clients cleanly.
Bank Reconciliation Best Practices for Multi-Client Bookkeeping
Bank reconciliation best practices for multi-client bookkeeping operations, covering standardized process, staffing, multi-platform handling, and the warning signs accuracy is slipping.
Auditor Independence Rules: AICPA and SEC Requirements Guide
Navigating auditor independence rules under AICPA and SEC requirements for small firms, covering which framework applies, the nonattest services question, and when SEC rules can suddenly matter.
Healthcare Practice Bookkeeping: HIPAA-Compliant Offshore Workflows
Healthcare practice bookkeeping and HIPAA-compliant offshore workflows for CPA firms, covering when bookkeeping triggers business associate status and how offshore support fits legally.
Professional Services Firm Accounting: WIP and Partner Distributions
Professional services firm accounting covering WIP billing and partner distribution tracking, two distinct problems that come up constantly across law, consulting, and CPA firms.
September 15 Extension Deadline: 5 Critical Steps to Take
The September 15 extension deadline is the last stop for S-corp and partnership returns on Form 7004. Here are 5 critical steps your firm needs to take if a client's return is still not filed when that date passes.
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.
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