Put plans in place now to avoid the pain of a patient data breach It sounded like a scene from an espionage action movie, but...

CWA FINANCIAL PLANNER (AND FORMER IRS EMPLOYEE) KELLEE HARRIGAN SAYS DON’T SKIMP ON DOCUMENTATION CWA tax professionals are often asked how long clients should keep...

CWA FINANCIAL PLANNER HUNTER SATTERFIELD REVIEWS AN IMPORTANT INDICATOR INTO THE HEALTH OF YOUR ORTHODONTIC PRACTICE At CWA, our clients are focused on delivering quality...

CWA Financial Planner David Forbess explains when, why and how to start the process of adjusting fees and billing. It’s a new year and the...

CWA Client Case Study: Using Data Tools to Make Confident Decisions About Salaries and Other Overhead Costs* CHALLENGE: Dr. Smith was in a bind. Her...

Part 1 NEW: Part 2 Reminder: NEW CHANGES TO FORM 1099 FILING DEADLINES & PENALTIES As a reminder, effective for the 2016 tax filing year,...

Strategy First. For business owners, an update to the company website often feels like a necessary evil. You understand web marketing is an essential part...

One of the biggest challenges for practice owners is simply keeping all the moving parts of the business organized. If you’re looking for ways to...

Yesterday, the United Kingdom (U.K.) decided to leave the European Union (EU).  The vote to exit, termed “Brexit”, came as a bit of a shock...

Parents, children and practice management. by Paige Worley, CWA Digital Communications Dr. John Jackson’s dreams came true when John Morgan, one of his two sons,...