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M I S S I S S I P P I S O C I E T Y O F C E R T I F I E D P U B L I C A C C O U N TA N T SVOLUME XLVIIIAUGUST 2015Past Presidents Attend 2015 MSCPA ConventionTwenty two MSCPA Past Presidents gathered for the traditional Saturday morning breakfast during the Annual Convention June25-28 at the Sandestin Golf & Beach Resort. The event marked the 95th anniversary of the Society and the 30th consecutive conventionat Sandestin. Seated from left are Past Presidents Paul Calhoun, Peter Koury, Beth Burgess, Dora Herring, Jan Lewis, Linda Keng,Ken Kennedy, Tommy Lott and Stacy Thomas. Standing from left are Tony Chance, Roy Ward, Clyde Herring, Vance Randall, BobCunningham, Jimmy Davis, Sim Mosby, Ed Jones, Paul Breazeale, MSCPA Executive Director Jack Coppenbarger, David Miller, ChuckCaldwell, Lee Adams, and Gary Walker. For complete photo coverage of the convention click the link on the Society’s webpage (www.ms-cpa.org) under the 2015 Convention information. Thanks to Annette Pridgen for outstanding convention photography.MEMORIAL GIFTSto theEducation FoundationIn Memory ofStanley M. CarpenterHattiesburgDr. Jerry G. KingSumrallByKaren MoodyJackson!In Memory ofEdward A. DeMiller, Jr.MadisonByAnne N. HamiltonFlowood!In Memory ofC. Steve DownsMadisonBySteven T. KeanBrandonRecognize anOutstandingEducatorThe MSCPA Awards, Education& Scholarships Committee is seekingnominations for the Outstanding EducatorAward for 2015-2016.Each year the committee requestsnominations for selection of an educatorwho has made significant contributions asan accounting instructor. That individualis honored during the MSCPA AnnualBusiness Meeting at Convention in June.Nominations should be submitted inwriting by Oct. 1 to be considered bythe committee. Send your nominationsto Outstanding Educator, c/o MSCPA,306 Southampton Row, Ridgeland, MS39157 to the attention of Annette Pridgen,Committee Chairman.Central ChapterDonates 5,000 ToMSCPA EducationFoundationThe MSCPA Central Chapter presenteda 5,000 contribution to the MSCPAEducation Foundation to benefit thescholarship fund. Presentation was madeat the Chapter’s July 23 meeting at RiverHills Club in Jackson. MSCPA Chairmanof the Board Cheryl Lee, left, received thecheck from Samantha Moore, who hascompleted her term as President of CentralChapter.
2Welcome NewMembersPublishedby theMississippi Society ofCertified Public Accountants306 Southampton RowThe CommonsHighland Colony ParkwayRidgeland, MS 39157PHONE: (601) 856-4244FAX: (601) 856-8255E-MAIL ADDRESS:mail@ms-cpa.orgOFFICERSChairmanCheryl Lee, JacksonVice Chairman/Chairman-ElectCharles Prince, MageeTreasurerTed Edwards, JacksonSecretaryAnnette Herrin, HattiesburgImmediate Past-PresidentKaren Moody, JacksonExecutive DirectorJack O. CoppenbargerThe CPA Newsletter is the officialpublication of the Mississippi Societyof Certified Public Accountants. TheNewsletter invites articles of interestto the profession and gives credit to theauthor; however, it reserves the rightto edit articles for correct spelling,wording and punctuation.Opinions expressed are notnecessarily the official policy of theMSCPA. Advertising is accepted ingood faith that the product/servicesare of value stated.Mississippi Society of Certified Public AccountantsNew members include: Noel Addy,William Randolph Hanna, Kaitlin DennisMonsour, Donna C. Parmegiana, andJeana Oliver Rich.Now completing the membershipprocess are:Scicile Dawn Lindsay was born inFlowood and attended Mississippi StateUniversity receiving a BS in Mathematics.She is the President of Lindsay CPA Firmin Kosciusko.Cheyenne McNeer was born inPine Bluff, Arkansas and received aBachelor of Arts in Accounting fromOuachita Baptist University. She is a StaffAccountant with Taylor, Powell, Wilson &Hartford in Greenwood.Michael Roy Moss was born in Laureland received a BS in Accounting and aMaster of Accountancy degree from theUniversity of Southern Mississippi. He isthe Owner of Michael R. Moss CPA PC inAlpharetta, Georgia.Thanks to thewinners Thanks to those three MSCPAmembers who won the auction of TimDecker paintings at Convention onSaturday night and the benefit you havebeen to the Education Foundation by yourcontributions:Paul Breazeale, JacksonMarsha Dieckman, MadisonTed Edwards, JacksonPhoto coverage of the convention andof Tim Decker producing these threepaintings is on the Society’s website(www.ms-cpa.org) on the main pageunder the 2015 Convention information.August 2015
3Reporting Tools Are Changing by Randy Johnston, Exec VP, K2 EnterprisesGetting the right information outof a system can be difficult and timeconsuming. Relief may be in sight.Technology vendors are releasing newgeneration products solving decade oldproblems. You can be the beneficiary!Most of us have conceded that to getthe reports we need, we have to use theuniversal reporting tool from Microsoft- Excel. We use Excel as the Swiss Armyknife of reporting, choosing to createreports, even when this is not the best,repeatable choice. The tool is inexpensiveand many users have at least somecommand of how to run the product. Excelis certainly flexible and produces attractivegraphics when needed. Particularly withTables, PivotTables and Power BI, thereporting engine has vastly improved overthe last 15-20 years. Your state societyhas CPE courses offered through K2Enterprises to improve your skill set inExcel to take advantage of these new Excelfeatures.Reporting relief comes in the form ofAugust 2015other, updated tools as well. From BizNetto Palo Alto LivePlan or Aplos to Xero, weare seeing the systems of today be moremeticulous in actionable managementinformation through standard financialreporting and by providing appropriatedashboard and Key Performance Indicators(KPIs) that can be assembled to fit ourneeds.So What Are The Most Important NewTools and Programs available?It is clear, in the profession, that thepace of change is accelerating. Vendorshave made significant inroads intocollaborative accounting and reporting.Examples here include: FreshBooks – invoicing for Schedule Ctype clients SageOne – accounting and projectmanagement Wave – accounting with inexpensivepayroll Xero – accounting with payroll andaccountant friendly tools Accounting Power – an accountant-centric system with good payroll QuickBooks Online – the major focus ofIntuit for accounting NetClient CS with ACS and ClientAccess – Thomson’s client accountingsystem CYMA – notable payroll and HumanResources management Intacct – mid-market system supportingmultiple verticals Sage 300 Online – a robust systemupdated for online use Open Systems – a robust system withNFP, construction and other verticalsupport Epicor Online – a strong distribution andmanufacturing systemHowever, accounting, and the reportingwithin those systems, is only part of thebattle. To provide useable information,there are a number of interesting additionaltools for planning, reporting, expensesand more. Many of these can be used withQuickBooks or other accounting productsor as stand-alone applications. Examplescontinued on page 4Mississippi Society of Certified Public Accountants
4REPORTING TOOLScontinued from page 3here include: Palo Alto LivePlan – a budgeting andplanning tool BizNet Software – an Excel basedreporting tool BizTools Professional – a multidimensional analytics tool Tallie – expense reporting with formsrecognition Avalara – Sales and Use Tax software tosupport a SALT practice Results CRM – Business developmentintegrated to QuickBooks and otherproducts, with project managementIf you note the first list above, you’llsee a number of applications that areproviding browser based Software as aService (SaaS) accounting with increasinglevels of capabilities and complexities.Firms can build a client facing, recurringrevenue practice with one or two of theseproducts. The second list adds capabilitiesthat many clients and business ownersvalue and need. These products usuallywork standalone or with one or more otherMississippi Society of Certified Public Accountantssystems. For example, making accurateforecasts is a difficult business at best,and clearly, cash flow is a primary reasonfor business failure. Palo Alto LivePlanprovides a budgeting and forecasting toolthat can be used effectively with small tomedium businesses. Almost no systemprovides sufficient reporting by itself, andBizNet helps create powerful supplementalreports by automating data connectionsinto Excel and providing accountingfunctions like prior quarter. Avalarais the leader in Sales and Use Tax andinterfaces with more small and mid-sizedproducts than any other offering. Further,the professional filing support is strong.Selecting the right tool(s) from this listcan extend and improve your reportingcapabilities.Why Do The New Reporting Tools Makea Difference?Reporting should be repeatable,convenient, consistent and providesufficient detail to make informeddecisions. Our reporting must provide theinformation to implement our managementstrategies. We know we can’t believevendor claims that by using a particularproduct, you will have success. However,if you don’t have the right program to getthe job done, you’ll work much harderthan needed. Having the right tools andprocesses enable your firm to measure theresults of business performance.Better Reporting and Monitoring CanMean Better ResultsThe right programs can save time,effort and money. However, in yourselection process, you should spend enoughtime at the beginning of the process tounderstand your needs, what you havetoday, and the expected improvement.Most of us have concluded we can createalmost any report in Excel, but is there abetter way? Or, at least, can we automatethe process of getting current numbersinto Excel? If you have not updated orchanged your reporting tools or techniquesin the last few years, you could be wastingsignificant effort. Investigate your options,and consider supporting your changesthrough CPE courses offered by your statesociety and K2 Enterprises.Randy Johnston and his NMGI team provide IT consulting servicesand recommendations to accountants 24x7, coast to coast. His K2Enterprises’ team provides CPE through State CPA organizationsvia live classroom delivery, webinars and in-house training.August 2015
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6Backto Basics: 3 Top Risk Management Areasby Randy R. Werner, J.D., LL.M./Tax, CPAThe fundamental principles of riskmanagement for CPAs have remainedremarkably constant over the years, despitethe variety and complexity of changesthat continue to take place in regulatoryand professional standards for CPAs.This constancy is mainly due to the highexpectations the public has for CPAs—expectations that affect the way CPAsare perceived in the world of professionalliability, where CPAs are judged by jurors,judges and arbitrators who generally have alimited understanding about what CPAs doin their profession.Judgments and verdicts rendered inliability disputes then create what aresometimes referred to as jury or claimsstandards, which have almost always beenhigher than the standards the professionhas established for itself. CPAs who payproper attention to their professionalliability exposures gear their riskmanagement techniques not only to whatthe profession expects of them, but also toMississippi Society of Certified Public Accountantswhat the public expects of them.Most liability problems are preventable,and they often arise when CPAs don’tfollow basic risk management guidelines.Here are summaries of three main areas ofconcern:1. Client screening. CPA firmsshould re-evaluate relationships withcurrent clients on a regular basis—atleast annually. Changes in a client’sbusiness may lead the client in a directionthat causes the firm to reconsider therelationship, especially if the firm is notinterested in or qualified to perform thework. Claims data show that “dabbling”in work that outside of the firm’s primaryexpertise is dangerous.When the firm changes, its client basemay also need to change. The loss of apartner with expertise that other partnersdon’t possess will require a decision by thefirm regarding continued service to theformer partner’s clients.Consider all client situations carefullyto spot potential conflicts of interest,which may affect the firm’s objectivityor independence—even if not engaged todo attestation work. Examine potential oractual conflicts of interest from a broadpoint of view, considering the client’sperspective as well as those of otherstakeholders such as owners, investors,partners, beneficiaries and spouses.Troublesome scenarios can include apartnership break-up, a failed investment,bankruptcy, a trust, merger, divorce, oranything else that can create opposing ordisappointed factions.2. Engagement letters/documentation. CPAs must reach anunderstanding with the client about theengagement, and that understanding shouldin writing with an engagement letter. Ata minimum, the letter should cover thenature of the work, the limitations of thework, the expectations the CPA has of theclient, and the work to be performed bycontinued on page 8August 2015
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8BACK TO BASICScontinued from page 6other professionals.CPAs should also document theengagement as it evolves and changes,indicating advice given and decisionsmade. In some engagements, an “informedconsent” letter clarifies that the CPA willadvise and inform and the client decides.With this letter, it is difficult for claimantsto make it appear that the CPA made thedecisions.Firms should have a record retentionpolicy in writing and apply it consistentlyto all clients. Claims experience shows thatgood documentation and record retentionare crucial components of a firm’s defenseagainst a lawsuit.A stop-work clause that is enforced willprevent unpaid fees from building up to thepoint where the firm wants to sue for them,or the firm is in financial distress. Suchlawsuits tend to lead to the client suing theCPA for malpractice. The resulting legalfees incurred and the billable time lost bythe firm almost always exceed the amountof fees owed to the firm. Alternativedispute resolution clauses, such as amediation clause for all disputes and anarbitration clause for fee disputes only, arequite helpful in resolving disputes withoutcourt intervention.Document the firm’s advice andwarnings to clients of their exposuresto fraud and how to guard against it. Ifthe firm is comfortable providing suchservice, offer to help clients address theirexposures. It is much more difficult todefend CPAs against claims when adviceand warnings to the client about fraud havenot been documented.3. Disengagement. Proper clientdisengagement procedures should be usedin order to avoid causing a loss for theclient. When the firm decides to disengage,the relationship should be terminatedprofessionally and formally, in writing.At a minimum, the disengagement lettershould always contain: a clear statement that the firm isdisengaging, and the effective date of thedisengagement; a description of any work that is inprocess or unfinished; and a statement of any due dates or filingdeadlines with regard to the work,whether finished or unfinished.Often it is essential to provide amplelead time before a client’s deadlinesto better protect the firm from a claimor from being forced to provide somecrucial services before disengaging. Asuccessful disengagement can leave theclient believing the firm acted in the bestinterests of both parties.Effective communication is a key factorin any CPA-client relationship. When thefirm stays informed and in control, it isbetter protected. In the end, good riskmanagement is good practice managementand will help the firm enhance its clienteleand avoid liability.Randy R. Werner, J.D., LL.M./Tax, CPA, is a Loss PreventionExecutive with CAMICO (www.camico.com). She responds toCAMICO loss prevention hotline inquiries and speaks to CPAgroups on various topics.Multiple states Multiple positions Multiple shifts All Those Employees How Are You Managing Labor Costs?Are you a trusted advisor to a multi-unit franchise or company tracking employees at multiplelocations in multiple positions? If you can’t get the labor metrics you need to manage labor costs,your solution may be as close as payroll in-house. Then, you have: On site control of your information, payroll processes, sensitive data. Immediate access to timely analysis of payroll/industry metrics. Flexibility for processing payroll during unexpected situations. Detailed tracking of pay, benefits, deductions by location, position, other. Integration with accounting, timekeeping, tax filing, banking and internal HR. Employee self-service to increase satisfaction and loyalty.Kianoff can make payroll in-house work for you – or your clients – with a system that empowers youto make business decisions with confidence. We have Payroll Best Practices for Healthcare,Restaurants, Distribution and Service Industries. E-mail: info@kianoff.comLearn MoreServing Mississippi & Alabama Toll-free 1-866-KIANOFF (542-6633)At the NEW:w w w. k i a n o f f. co mwww.kianoff.comStrengthening Business Performance Since 1986Mississippi Society of Certified Public AccountantsAugust 2015
9SEPTEMBER 2015 CONTINUING PROFESSIONAL EDUCATIONSeptember 22, 2015Audits of Banks and Other Financial InstitutionsSeptember 23, 2015Ethics, Rules, and RegulationsSeptember 23, 2015What CPAs Should Know about FraudSeptember 25, 2015Healthcare Services SeminarDiscussion Leader: James Brown, CPACost: Members: 255Non-Members: 330 AICPA Member Discount: 30Course Hours: 8:30-4:30LEVEL: Intermediate CPE Credit: 8 GeneralVENDOR: AICPAACRONYM: BANKCOURSE OBJECTIVES AND DESCRIPTION: This program is dedicated to demonstrating how audit, consulting, and tax associatescan learn the accounting, tax, and auditing fundamentals of modern depository and lending institutions, aswell as non-bank institutions. The course is complete with practical worksheets and insights such as theapplicable metrics that create value for depository and lending institutions. These institutions are specializedand are one of, the most regulated industries in the world. Numerous references to best practice audits allowthe auditor and consultants the opportunity to plan efficient and effective audits and reports.TuesdayRidgelandMSCPA CenterDiscussion Leader: Dr. James CrockettCost: Members: 140Non-Members: 180 AICPA Member Discount: 0Course Hours: 8:30-12LEVEL: All CPE Credit: 4 EthicsVENDOR: Self-Developed ACRONYM: ERR-6COURSE OBJECTIVES AND DESCRIPTION: This seminar satisfies the State Board’s requirement for three hours of general ethicsand one hour of Mississippi Rules and Regulations.WednesdayRidgelandMSCPA CenterDiscussion Leader: Dr. James CrockettCost: Members: 140Non-Members: 180 AICPA Member Discount: 0 NEWCourse Hours: 1:00-4:30LEVEL: All CPE Credit: 4 A&AVENDOR: Self-DevelopedACRONYM: WSKFCOURSE OBJECTIVES AND DESCRIPTION: This seminar will cover fraud and generally accepted accounting principles, generallyaccepted audit standards(AICPA) and, government auditing standards(GAS). This will cover the red flagsthat signal fraud, types of fraud and, auditing for fraud.WednesdayRidgelandNEWMSCPA CenterDiscussion Leader: PanelCost: Members: 210Non-Members: 285 AICPA Member Discount: 0Course Hours: 8:30-4:30LEVEL: All CPE Credit: 8 General VENDOR: Self-Developed ACRONYM: HCSSCOURSE OBJECTIVES AND DESCRIPTION: The agenda and registration form are now on the website. www.ms-cpa.orgFridayRidgelandMSCPA CenterAugust 2015Mississippi Society of Certified Public Accountants
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11CLASSIFIEDScontinued from page 12MSCPACAREERCENTERFor Job SeekersAnd EmployersSign up atwww.ms-cpa.orgAugust 2015Mississippi broker Lori Newcomer, CPA at(888)277-6040 or LNewcomer@APSLeader.com for a confidential discussion. No up-frontfees.u u uJACKSON CPA FIRM of Breazeale,Saunders & O’Neil, Ltd. is seeking experiencedaudit and tax professionals, both full timeand part time. Our staff enjoys state-of-theart technology, intellectually challengingassignments and meaningful opportunities toenhance professional and personal skills. Inaddition to an excellent compensation package,we offer a family atmosphere with a strongemphasis on client-centered professionalism.Send resume in confidence to P. O. Box 80,Jackson, MS 39205-0080. FAX 601-355-9003.u u uPRACTICES FOR SALE: Oxford CPA –Turnkey opportunityin highly desirableOxford, with annualgross revenue of 350K from accounting, tax & just a fewaudits/reviews. Central MS CPA – High level oftechnology in use, with gross revenue of 379Kderived primarily from business clientele.Near Biloxi – Tax practice grossing 100Kin desirable location. Transition assistanceavailable for each opportunity. For more info,contact Lori Newcomer at (888)277-6040 orLNewcomer@APSLeader.com. Seller paysbrokerage commission.u u uA CPA WITH SEVERAL YEARSof small business and tax accountingexperience is seeking a part-time job.Contact Van Hawthorne @ 601 209-8237 orvanhawthorne@bellsouth.netu u uBKD, LLP, a top-tier accounting and advisoryfirm in the U.S., is seeking experienced auditprofessionals with 2 or more years experiencefor its Mississippi practice. Experiencein healthcare, financial services, and/ormanufacturing & distribution/commercial isfavored though not necessarily required. CPAor CPA eligibility is required. Resumes maybe sent to 190 East Capitol Street, Suite 500,Jackson, MS 39201, or emailed to LaurenCherry at lcherry@bkd.com. Please visit www.bkd.com for more information.u u uINTERESTED IN SELLING YOURPRACTICE? Matthews, Cutrer & Lindsay,P.A., a Ridgeland based firm, is interested inacquiring additional accounting practices. Ifyou are looking to retire now or in the nearfuture, we would like to talk with you. Pleasecontact Charles Lindsay at 601-898-8875 oremail clindsay@mclcpa.net.u u uLOCAL JACKSON CPA wants to purchasesmall accounting/tax practice. Contact me atcpa1900@yahoo.com.Mississippi Society of Certified Public Accountants
PRSRT STDU.S. POSTAGEPAIDMississippi Society ofCertified Public Accountantsand its Education Foundation306 Southampton RowRidgeland, MS 39157CLASSIFIEDSGULF COAST CPA FIRM with over 30years of service to our clients is seeking anexperienced CPA with 5 plus years of taxexperience. We are a full service firm witha heavy concentration in tax. We offer anexcellent benefits package with a salarycommensurate with experience. Please sendyour resume to P.O. Box 2639, Bay St. Louis,MS 39521-2639,or fax to (228) 467-2594, oremail to terri@benvenutticpa.com.u u uNail McKinney Professional Association, afull service public accounting firm in NortheastMississippi for the past 64 years, is seeking anexperienced Tax Manager (minimum 5 yearsof tax experience - CPA license required)and an Experienced Staff Accountant (CPAor CPA eligibility preferred) for their Tupelolocation. Nail McKinney offers competitivecompensation packages and encourages astrong work/life balance. To apply, sendresumes to rmcpherson@nmcpa.com or mailthem to Nail McKinney, P. O. Box 196, Tupelo,MS 38802. Please visit www.nmcpa.com formore information about our firm.u u uStaff Accountant II / Athlete Specialist.Responsible for corporate and individual taxpreparation (including complex, multiplestate returns) and planning for corporations,partnerships, non-profits, estates, professionalathletes, entertainers, and trusts. RequiresMaster of Business Administration or Mastersin Public Accounting, and two to five years̓experience in preparing tax returns forprofessional athletes, working with professionalsports leagues (such as the National FootballLeague) and professional league contractlanguage and personnel, dealing with sportsagents and professional sports unions (such asthe NFL Players̓ Association), and preparingmulti-state taxes involving three or more states.Any suitable combination of educ., training &/or exp. is acceptable. Send resume: Wib Wright,Wright CPA Group, PLLC, 10 Plaza Dr.,Hattiesburg, MS 39402 (jobsite).u u uGRANTHAMPOOLE CPAs is seekingtax professionals for our Ridgeland office.Successful candidates will have CPAJACKSON, MSPERMIT #814designation or be on CPA track. We offercompetitive salary and benefits along with acommitment to our core values and maintaininga work/life balance for our staff. Please sendresumes to llister@granthampoole.com. Formore information about our company, pleasevisit our website www. granthampoole.com.u u uMay & Company, LLC, CPAs is seeking asenior level audit and tax professional with2-5 years experience. Competitive salary,excellent opportunity for advancement, greatbenefits package and limited travel. Please sendresume to Attn: Human Resources, P.O. Box821568, Vicksburg, MS 39182-1568 or email toinfoline@maycpa.com.u u uTAX ACCOUNTANT needed for FlowoodCPA firm. At least 3 years tax prep experience.Full time, some flexibility. Send resumes toMichele@huffmanandcompanycpa.comu u uCOME JOIN THE team at Matthews,Cutrer & Lindsay, PA, recent recipient of theMississippi Business Journal’s 100 Best PrivateCompanies in Mississippi award. Currentlythe firm is seeking experienced auditors forfull time positions. The firm offers excellentbenefits, a competitive salary with opportunityfor advancement along with an atmosphere thatencourages a strong work/life balance. Sendresumes to 599C Steed Rd, Ridgeland, MS39157 or email clindsay@mclcpa.net.u u uBKD, LLP, a top ten healthcare accountingand advisory firm in the U.S., is seekingexperienced reimbursement consultantwith five or more year’s experience for itsgrowing Mississippi healthcare practice. Asa reimbursement consultant for BKD, youmay work on a variety of financial, billingand compliance projects, but a primaryfocus would be in reimbursement consultingservices. Resumes may be sent to 190 EastCapitol Street, Suite 500, Jackson, MS 39201,or emailed to Lauren Cherry at lcherry@bkd.com. Please visit www.bkd.com for moreinformation.u u uHADDOX REID EUBANK BETTS PLLCseeks experienced audit and tax professionalsinterested in a rewarding career with oneof the most established and respected CPAfirms in the Jackson area. Excellent benefitpackage, competitive salary, and opportunityfor advancement. Flexible work schedule is anoption. Contact Paul Calhoun (paulcalhoun@haddoxreid.com) or mail resume in confidenceto P.O. Drawer 22507, Jackson, MS 392252507. For more information, visit our website atwww.haddoxreid.comu u uKPMG LLP seeks experienced auditprofessionals interested in a rewarding careerwith one of the largest and most dynamic CPAfirms in the world. Competitive compensation,excellent benefits and ample opportunity foradvancement are offered. Mail resumes inconfidence to 188 E. Capitol Street, Suite 1100,Jackson, MS 39201, e-mail bsights@kpmg.com,or visit our website at www.kpmg.com.u u uREADY TO SELL YOUR FIRM? AtAccounting BizBrokers we understandevery practice isdifferent. That is whywe offer a personalizedapproach to selling,and we respect your need for confidentialityduring the process. We work hard to bringyou the win-win deal you are looking for!We are experienced. We have been sellingCPA firms for over 10 years and know yourmarket! Contact Kathy Brents, CPA CBItoday for a free no-obligation consultation.501-514-4928, or visit our website at www.AccountingBizBrokers.comu u uCALCULATORS PLUS is now handling theMonroe Calculators and supplies. Call ChesterWasser at 601-709-0371 or 888-264-3939 formore information and special CPA pricing.u u uYOUR PRACTICE WANTED: We are NorthAmerica’s leaderin practice sales.Let us navigate thecomplexities, locatethe best match from a deep pool of qualifiedand serious buyers, and optimize your returnon the years invested in building your practice.If you are considering a change, contactTMcontinued on page 11
Tallie - expense reporting with forms recognition Avalara - Sales and Use Tax software to support a SALT practice products than any other offering. Further, Results CRM - Business development integrated to QuickBooks and other products, with project management If you note the first list above, you'll
