March 13, 2015
Office Tools Pro (OTP) is not just a CRM system; it is also a practice management, workflow and client portal solution. The nature of the OTP offering makes it a real good fit for firms ranging from sole practitioners to 50 user sites. OTP offers a ...
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Tags: Firm Management
Firm Management February 26, 2026 Sponsored
Markets shift. Expenses creep up. Clients slow payments. And suddenly, “we’re busy” doesn’t always mean “we’re profitable.” In this 60-minute conversation, CPA Kelley Brubaker breaks down what economic resilience really looks like inside today’s accounting firms, and how leaders can stay profitable even when markets feel uncertain.
Firm Management February 12, 2026
Adam Goode, currently practice unit leader of consulting at Schneider Downs, will take over as CEO on July 1, as the Pittsburgh-based top 55 accounting firm transitions to a single CEO structure.
Accounting February 11, 2026
The accounting firms that appear on this year's list obtained at least a 50% net promoter score, indicating they provide clients with exceptionally high levels of service, ClearlyRated says.
Mergers and Acquisitions February 11, 2026
Bend, OR-based Capstone Accounting and Tax said Feb. 9 it has added Peltier, Gustafson & Miller, expanding its presence into the growing New Mexico market.
John is leading the design and launch of CPA Crossings new “Cloud Accounting Learning Center.” This is a comprehensive knowledgebase of training, news, information and community all revolving around the mission of helping practitioners to embrace the new 21st cloud based accounting services paradigm. Visit www.cpacrossings.com for more information.