CPA Archives · Chris Hervochon, CPA, CVA LLC

CPA

Your Firm Operations Guide: The Next Generation

Think beyond the big binder operations manual – creating an interactive knowledge base for employees and clients can be profitable in many ways From the South Carolina Association for CPAs There are several important reasons why every CPA firm should create its own operations manual. Among their essential functions, the first is that it compiles …

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Know, Like and Trust These Digital Marketing Metrics for CPAs

By understanding how potential clients define value, you can steadily target your audience growth strategies  From South Carolina CPA ReportSC Association for CPAs Because I travel to so many financial conferences and serve on an assortment of professional committees, I’m fortunate to talk to a lot of CPA firm owners. One common challenge I hear …

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R&D Tax Credit and Marketing Agencies

R&D Tax Credit: What is it and how do marketing agencies qualify?

The Research and Development (R&D) Tax Credit can be tricky to navigate.  This tax credit is intended to assist companies who are investing money back into their own firm. It is a dollar-for-dollar offset against tax liabilities that allows for unused credits to be carried forward for up to 20 years. It is also an …

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Analytics, data and the cloud has dramatically changed accounting

The Democratization of Analytics & Automation: The Cloud has Changed the Landscape

This article appeared in the South Carolina Association of CPAs. A version of this article appears in the Q1 2019 edition of South Carolina CPA Report magazine. The democratization of data-gathering and advanced analytics has arrived. What exactly does that mean for firms? Data and analytic democratization is more than Bank Rules inside of QuickBooks …

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