April 17, 2015
Completely cloud based, Xero Practice Management offers tools that small firms can utilize to become more productive and more efficient, including a Document Management function, where users can store all documents in specific client folders.
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Tags: Firm Management
Mary grew up in Chicago, graduating from the University of Illinois-Chicago. She began her career as accountant and later made the switch to writing full time, concentrating on business and technology, with a focus on small business. A former QuickBooks beta tester, Mary’s work has appeared in The Motley Fool, The Blueprint, and Property Manager.com. She currently writes a monthly accounting and technology-related blog for PLANERGY, and ghostwrites several blogs for various software companies.
Advisory December 23, 2024
Some services are a natural fit for CPAs. And although they might not be a part of their expected line-up, they are so closely integrated in business operations that it would almost be a disservice not to offer them.
Mergers and Acquisitions December 23, 2024
Platform Accounting Group announced two more firms have joined the group. Based in Indiana and Illinois, the additions expand Platform’s presence to the Midwest. Twelve firms have joined Platform this year, with a few more anticipated to join in January.
Firm Management December 23, 2024
Data is at the core of incorporating AI and automation into your firm’s workflows. Without a deliberate data strategy, these initiatives can fall short.
Firm Management December 23, 2024
If you’ve settled into a hybrid environment, you may hear some backlash, but you may also have some excited staff members who enjoy being in the office.