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Essential COVID-19 Support Resources

As your accounting firm settles into a new normal—at least for the next few weeks while COVID-19 remains a serious threat—it can be hard for firm leaders to maintain the status quo.  We've assembled some helpful resources for our clients in this unique situation.

 

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"What we were able to build in the timelines we were working with could not have been done without the CLEAN pack." 

- John Smith

 

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"What we were able to build in the timelines we were working with could not have been done without the CLEAN pack." 

- John Smith

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Accounting News

The best resources available on how COVID-19 is affecting the Accounting Industry as a whole. Stay informed, up to date, and prepared. 

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Accounting Today | Corona Virus Impact

Compelling and actionable analysis, research and breaking news on coronavirus

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DSJCPA COVID-19 Information Center

Given the unprecedented times we are currently living in, DSJCPA has formed an in-house Coronavirus Response Team (CRT) to assist...

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AICPA supports bill that would make PPP-funded expenses deductible

The bill, the Small Business Expenses Protection Act of 2020, S. 3612, is currently in the Senate Finance Committee and is supported by the AICPA.

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AICPA Coronavirus (COVID-19) Resource Center

The Association, the global voice of the American Institute of CPAs and the Chartered Institute of Management Accountants, is taking the Coronavirus (COVID-19) very seriously. 

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Keeping you informed and prepared amid the coronavirus outbreak

The latest news, columns, tips, podcasts, and videos from the Journal of Accountancy and FM magazine

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The indirect impacts of COVID-19 on CPA firms

The world has changed dramatically in recent months. At the beginning of 2020, many CPAs were excited about the prospect of an “easier” busy season after dealing with the law known as the Tax Cuts...

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Tax Resources

The updates on how COVID-19 is affecting taxes are coming in every day. Find what you need here!

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State Tax Filing Guidance

U.S. states are providing tax filing and payment due date relief for individuals and businesses. The AICPA has compiled the below latest developments on state tax filings related to coronavirus.

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Filing and Payment Deadlines Questions and Answers

The Treasury Department and the Internal Revenue Service (IRS) announced special Federal income tax return filing and payment relief in response to the ongoing Coronavirus Disease 2019 (COVID-19) emergency.

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GOP Proposes Tax Credit to Refund Expenses Incurred Due To COVID-19

On Monday, U.S. Senator Rob Portman (R-OH) proposed the Healthy Workplaces Tax Credit Act, which would benefit businesses with refundable tax credits against payroll taxes. 

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Coronavirus Tax Relief

The IRS has established a special section focused on steps to help taxpayers, businesses and others affected by the coronavirus.

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Opportunity Zone Deadlines Extended by IRS Due to COVID-19

The Internal Revenue Service continued its mission to provide needed relief to the business community since the outbreak of the Coronavirus pandemic in March, turning its gaze this week to the popular Opportunity Zone (OZ) program.

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Working Remotely

Telecommuting, working remotely, working from your home, etc... These tips, tricks, tools, and guides will help you switch over to a remote working style without slowing down on productivity. 

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Leading a 100-percent remote workforce during coronavirus

For years, my CPA firm has had the ability to work remotely, as I’m sure yours did. Never, though, did I consider a scenario where everyone would be working from home for weeks on end.

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Critical Considerations To Improve Your Remote Employee Security During The C-19 Pandemic

Today's technology allows that to happen in many cases with relative ease; however, are your employees prepared with the necessary knowledge to keep themselves and your network safe under these circumstances?

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CPA Firms Go Virtual: How To Do It If You Haven't Yet

Fortunately, the technology exists to create a virtual workplace and many firms are using it, allowing employees to work from home, on the weekends, and during business trips.

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Has Coronavirus Changed Bookkeeping Forever?

The global spread of COVID-19 has contributed enormously to the sudden surge of businesses moving over to cloud-based bookkeeping software. It’s an industry that had been seeing robust growth...

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In New Era of Uncertainty for Accounting Firms, Remote Workforces are a Certainty

Successful CPA firms place a premium on security and ongoing contact with clients. The remote practices, initially thought to be somewhat temporary, will most likely be permanent and will require ongoing education of employees and...

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What We Know About ROI: A New Approach for the CPA

In the scramble to adjust to running an accounting firm during a pandemic, many firms invested in new technology to help them bridge the gap between a traditional in-office operation and a new virtual approach. And understandably so—it was an unforeseen challenge that caught most industries and businesses off-guard. 

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Working From Home: How to Design a Home Office With Productivity and Comfort in Mind

Working from home has long had an allure for many people. Certainly, staying home on a daily basis, rolling out of bed and going to work in pajamas can be luxurious. However, without a proper work station, working from home can be unnecessarily difficult, unpleasant, and may even lead to ergonomic injury.

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How COVID-19 changed communications strategy

Think back to January or February of this year. The way that CPA firms communicated with their clients and employees looked a lot different than it does today. 

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Essential Habits For Working Remotely

Success as a remote worker begins with developing a few simple rules that will allow you to be
engaged and intentional about your work and will create a positive experience.

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7 Tips for Leading a Remote Team During the COVID-19 Crisis

As your accounting firm makes adjustments and settles into a new normal—at least for the next few weeks while COVID-19 remains a serious threat—it can be hard for firm leaders and managers to maintain the status quo. 

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Leading in a work-from-home environment

Now that people have had the chance to figure out a way to run their businesses or do their jobs from home, leaders now have to answer a more difficult and abstract question: How can we work “together” when everyone is physically apart?..

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What are the Best Work from Home Practices Bookkeepers Should Follow?

Two of the primary concerns facing accountants and bookkeepers right now is how to keep employees accountable while they are working from home and how to make sure your clients’ – and your company’s – data stays safe.

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COVID-19 & The Remote Work‍ Revolution

The benefits of remote working have long been debated but it's evident that COVID-19 has accelerated the inevitable remote work revolution, with tech giant after tech giant making the trend a permanent fixture for their workforce.

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6 Productivity Hacks for the Remote CPA

CPAs have no need to return to crowded offices, especially not in states where COVID-19 is having a second wind. Even if CPAs could resume the 9-to-5 ritual, their clients (or colleagues, for those in-house) may not be eager to meet in person. Accounting will remain “remote-flexible” for the foreseeable future.

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Accounting's New Normal: Balance, Relationships and Flexibility

The COVID-19 pandemic flipped our working world on its head. From work-life balance, to schools and daycares to social gatherings, almost no current business (or life) practice is the same as it was before.

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Business Preparedness

We know that the COVID-19 situation introduces unprecedented challenges for all businesses. We've pulled together resources and tools to help.

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9 Steps to Prepare Your Accounting Firm to Handle Coronavirus

With the continued spread of a coronavirus known as COVID-19, more and more accounting firms and businesses are facing remote work for the next few weeks. 

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What to do if staff can’t make it to the office

A guide from the Journal Of Accountancy on working from home.

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111 Free Tools to Help You Through the Coronavirus Pandemic

These free tools can help your organization, team, and family during this confusing and dangerous time.

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Emotional agility in the age of coronavirus: A crash course

As CPAs and financial professionals, we are trained to be financially astute, but now in the age of coronavirus, we have to master being emotionally astute...

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Guidance on Preparing Workplaces for COVID-19

To reduce the impact of COVID-19 outbreak conditions on businesses, workers, customers, and the public, it is important for all employers to plan now for COVID-19.

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Tips for Fighting Off Cybercriminals in 2020

As businesses continue to aver that “we have great cybersecurity tools and a great IT department,” cybercriminals continue to drain the global economy...

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Understanding Business Loan Options under the Coronavirus Stimulus Package

Here are some of the most commonly asked questions our advisors are hearing and answering.

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Small Business Planning During Covid-19

Here is a great planning tool from The Association of Accountants and Business Professionals in Business

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Your firm and the pandemic: Better after broken

During stressful times like these, it’s natural to feel like everything around you is broken. Everyone is out of sorts. The economy seems frozen. Your clients’ personal and business finances are in disarray...

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Simple Technology Tools For CPA Firms

Dozens of tools to help you and your staff work remotely.

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5 Steps Firms Can Take to Secure Data More During Covid-19

However, all CPA firms, regardless of their telecommuting preparedness, now face new data and cybersecurity threats that have emerged due to more and more of the workforce operating online remotely.

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Nine Steps for CPA Firms to Take During the Coronavirus Crisis

The coronavirus (COVID-19) pandemic has caused companies across the world to temporarily close their doors in an effort to halt or slow down the spread of the novel coronavirus...

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Your PPP Loan Was Approved - Now What?

The recently enacted CARES Act, inclusive of the wildly popular Paycheck Protection Program (PPP), is the largest stimulus package since FDR's New Deal...

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Five steps for business continuity amid COVID-19

A five-step plan for business continuity

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ADP Employer Preparedness Toolkit

This ADP Coronavirus (COVID-19) Employer Preparedness Toolkit was designed to help you navigate the challenges you and your workforce are facing.

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How to lead in the age of coronavirus

Pisano provides an amazing perspective because in addition to being a leadership guru, she also has a master’s degree in applied human psychology.

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Helping Your Clients Make Wise Decisions

Business owners are known for being risk-takers. They are more comfortable than most when it comes to dealing with uncertainty...

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CDC & WHO Resources

The following resources are available to help you and your community access resources pertaining to health initiatives, and best practices. 

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Coronavirus Disease 2019 (COVID-19)

Official resources from the Center Of Disease Control And Prevention

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Covid Self Screening Tool

If you think you or a family member have been exposed to COVID-19, evaluate symptoms with apple's in-home screening tool and understand your next steps.

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Coronavirus disease (COVID-19) Pandemic

Official resources from the World Health Organization

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Reopening amid the pandemic: Firms must weigh risk with privacy

For now, specific policies and procedures may be left up to each individual employer in alignment with general guidance provided by EEOC, OSHA and testing guidance from the Centers for Disease Control (CDC) and the FDA.

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Travel Information

A collection of research, policies, and changes pertaining to travel amidst the COVID-19 crisis. 

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Coronavirus and Business Travel: Everything You Need to Know

Answers about travel insurance, refunds, safety tips and more from Lola.com's team of travel experts

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Global Level 4 Health Advisory – Do Not Travel

The Department of State advises U.S. citizens to avoid all international travel due to the global impact of COVID-19.

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MASTER GUIDE to Coronavirus Policies: Airline and Hotel Change + Cancellation

Which major airlines and hotel chains are waiving cancellation and change fees in light of COVID-19?

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Brand Management

The COVID-19 era presents a completely different set of rules as it pertains to sustaining, promoting, and growing your business. Where do you begin? These links can help. 

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Creating webinars to answer client questions

If you are like many accountants in these extraordinary times, your email and voicemail inboxes are filling up with questions from clients asking how they should be responding to the coronavirus pandemic.

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Pathways to Growth: Press ‘Shift’ and prepare to pivot

Charles Darwin may not have lived through a pandemic, but he certainly knew a thing or two about adaptation. “It is not the strongest or the most intelligent who will survive,” wrote Darwin, “but those who can best manage change.”

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Eleven Ways to Reboot Business Momentum in the Midst of COVID-19

For CPAs, the past three months have seen a wide mix of consequences affecting clients, employers, and colleagues. One thing has been clear: Every business needs to regroup and plan for what can only be described as a murky future.

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10 Marketing Tactics for Accountants During COVID-19

Our Botkeeper marketing team has compiled 10 powerful strategies that you can implement today.

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Nailing Down Your Work-from-Home Policy

During the early days of the pandemic, most people had a free pass on their wardrobes when working from home. We were in complete crisis mode, and the last thing on anybody’s mind was formal office attire. But now clients are settling into the new normal.

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Post Pandemic

The COVID-19 pandemic has created an unprecedented disruption to the economy. Use these resources to help you to rebuild the viability of your business. 

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What Your Accounting Firm Must Do Now To Succeed Post-Pandemic

This period of COVID-19 presents a unique challenge for accounting firms and their clients, many of whom are grappling with how to survive when most of the country is on lockdown and many businesses are at a full stop...

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5 steps to keep business development alive in the pandemic

Here are a few actions you can take in your business development activity to reignite the fire now, and set yourself up for the inevitable changes to how you will do business as a long-term result of this pandemic.

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How accounting firms can reactivate their workforce after COVID-19

A “new normal” is framing day-to-day life as those in professional services return to work. While some businesses have returned to limited operations as restrictions brought on by the COVID-19 pandemic lift, accounting firms and the CPAs working within them now face a significant learning curve settling into an evolved routine.

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The Risks of Reopening

As stay-at-home notices are expiring, CPA firms and tax practices nationwide are making decisions on how and when to return to their traditional workspaces. While the process continues, employers and employees have many risk factors to consider.

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Check All The Boxes Before Welcoming Employees Back to Work

As regions of the U.S. continue to adjust their stay-at-home or similar orders, businesses of all sizes are weighing their options for recalling employees to the workplace, questioning when and how to reopen their doors safely.

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Accounting Resilience and Sustainability in a Post-pandemic Economy

From a financial market perspective, the novel coronavirus pandemic has led to global economic uncertainty and volatility. With such widespread impact, the economic effects are disrupting day-to-day accounting procedures...

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7 Steps to Safely Reopening Your Firm's Office During a Pandemic

This is complicated stuff. There are federal, state, and local regulations to consider. The health and well-being of your employees is your top concern, obviously, but you also have to consider the health of your clients, your team's access to protective equipment, and your own legal liabilities.

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A post-pandemic to-do list

The coronavirus pandemic continues to test the accounting profession in unprecedented ways and, for the most part, accountants are rising to these unique challenges — advising clients on how to keep their businesses afloat while focusing on the recovery of their own practices and people.

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From Essential to Indispensable: The 5 Stages of Navigating COVID-19

Inspired by a recent McKinsey’s article titled “Beyond coronavirus: The path to the next normal,” we think there are five distinct stages we must navigate to get through the COVID storm — resolve, relief/resilience, reopen, reimagine, and redefine/reinvent.

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COVID-19 is a Crossroads For Accountants. Here’s How They Can Thrive

Since the advent of the internet, the accounting profession has faced an identity crisis. As technology has eaten away at core functions of the profession like compliance and payroll, accountants have faced mounting pressure to distinguish themselves from the software tools they use and provide new value to clients.

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