Is Your Firm Mobile Ready?

Jeff Levy

By Jeffrey A. Levy, CPA

New Jersey CPA July/August 2015 Issue 

Is Your Firm Mobile Ready?

In today’s accounting profession, processes that used to rely on reams of paper and shoeboxes full of receipts now rely on client portals and electronic workflow tools. Many firms cite efficiency as the primary reason for going paperless, but it’s important not to forget that our clients were another major driver. Asthey started using their computers and the Internet to accomplish more and more of their daily tasks, they demanded they be able to work with their accountants the same way.

Covering All the Bases When Disengaging a Client

Stepahnie Holston web LargeThumb

By Stephanie L. Holston, CPA

New Jersey CPA July/August 2015 Issue 

Covering All the Bases When Disengaging a Client

All client relationships have a life cycle. When a firm first obtains a new client, there is a discovery period and a time of growth. This ramp-up period is when the firm and client first learn how to work together.

Are You Getting the Most Out of Your Social Security Benefits?

Joe Chorba A4497206

By Joseph Chorba, CPA

Community Trends June 2015 Issue 

Are You Getting the Most Out of Your Social Security Benefits? 

According to the Pew Research Center, approximately 10,000 Americans will be turning age 65 every day for the next 15 years. That’s right, over the next 15 years, close to 55 million people will likely begin receiving social security benefits and thousands of those people live in community associations right here in New Jersey. New Jersey is home to hundreds of age restricted communities, many of which are 55+ communities, making Social Security a hot topic for most, if not all of those residents.

The Importance of a Written Investment Policy Statement

Joe Chorba A4497206

By Joseph Chorba, CPA

Community Trends March 2015 Issue 

The Importance of a Written Investment Policy Statement 

The stakes are getting higher! As associations continue to accumulate replacement reserve funds, the dollar impact of investment risks multiply. Combine this with a board entrusted with the fiscal management of such funds, and although they may not be trained or experienced in the business of investing and you can imagine the possibilities. Reducing the risk of error or economic loss given these circumstances, should be high priority to association board members.

Private Versus Public Clouds

Jeff Levy             Tom Hasard

By Jeffrey A. Levy, CPA, and Thomas Hasard

New Jersey CPA March / April 2015 Issue 

Private Versus Public Clouds 

When CPA firms evaluate going to the cloud, a glance at the horror stories of hackers and breaches of sensitive information can be all it takes to make those cotton puffs look more like dangerous storm clouds.

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