Laying the foundation for Functional Expertise
and Technical Assistance
Intelligent tools and resources help you build a solid foundation
Access to the right tools, guidance and support for your firm’s functional expertise is critical to achieving optimal value for your clients and your firm. Firm Foundation, in partnership with AdvanceCPA, is proud to offer a unique set of tools designed to increase revenue, improve client satisfaction and leverage efficiencies within your practice.
Tax Tools
Tax Tools enable firms like yours to implement value-added tax planning ideas, improve accuracy and take advantage of best practices and standardization recommendations. Tax tools and resources cover a broad range of topics and needs.
- Tax planning strategies will help your firm identify and implement a process to increase the amount of value-added tax services you extend to clients
- Tax reference material will help you keep current on the most pressing technical matters related to middle market companies
- Tax policies and procedures provide guidelines to ensure your firm is in compliance with the latest professional standards and guidance
- Tax compliance tools provide access to best practices and information to streamline client communication and internal compliance processes
- Tax planning ideas offer proactive solutions to timely issues and topics
- Tax manuals guide you through a step-by-step process on various tax topics not frequently dealt with
- Tax templates help you save time with complex tax calculations and reporting requirements
Smart Audit Intelligence
AdvanceCPA’s proven audit and accounting system, built by McGladrey and Pullen, a nationally recognized firm, ensures continued efficiencies for your practice. Our Smart Audit Intelligence guides your auditors through the risk assessment process and results in a concise and effective audit approach by reducing program steps and sample sizes.
McGladrey Audit Performance System
Integrated with Smart Audit Intelligence, our tools include the McGladrey Audit Performance System (MAPS) powered by CaseWare. CaseWare, the premier creator of assurance, reporting and analysis tools, has teamed up with McGladrey & Pullen to provide the most efficient audit assessment tool available. Real-time review benefits, such as synchronization, minimize your time and increase your realization.
AdvanceCPA training
AdvanceCPA offers hands-on, on-site training on our audit methodology which meets NASBA standards for CPE.* We’ll take your audit team through the system step-by-step and show them how it gets done from start to finish. Seminars are conducted by trainers with practical auditing experience in our systems and Smart Audit Intelligence methodology.
Technical advice — available when you need it most
It can take years to develop a strong network of professional contacts you can count on when you need them most. As a member of Firm Foundation, you will have access to our extensive network of experienced professionals who understand your business and can quickly and effectively assist with specific client requests or firm needs that arise. And Firm Foundation facilitates access to this network so you don’t lose valuable time searching for the right resources to meet your needs or time line.
- Client Service Coordinators — dedicated specialists assist with issue prioritization, on-site assessments and access to industry experts and strategic partners
- Help Desk — expertise and guidance available when you need it for proposals, practice management issues or a second opinion
- International Help Desk — to connect you with the resources of RSM International, one of the largest professional service organizations in the world
- Consulting services — technical expertise available for special situations and projects
- Training programs — tailored to your needs for maximum efficiency in both training and implementation of programs and services
- Intelligent tools and resources — designed specifically for the accounting industry
- Online document library — includes instruction and training manuals as well as best practice guides
- Intranet portal — our members-only portal offers tools and resources to support every aspect of your business from HR and marketing, to technology and technical support
Best practice sharing
Firm Foundation makes it possible for you to leverage some of the industry’s most adept thought leadership and state-of-the-art tools and resources. Through access to experts, peer networking and discussion boards, Firm Foundation makes it easy for you to successfully leverage these resources and assists you in achieving your objectives.