Firm Management
July 2018 Firm Management Channel
Jul. 24, 2018
Firm Management Social Media:
Can Your Receptionist be a Profit Center? Firm of the Future.
https://bit.ly/2KaA6JS
3 Steps to ID and Fix Bottlenecks in Firm Workflow. Thomson Reuters Blog.
https://tinyurl.com/yaeo9enl
What a Great Succession Plan Looks Like. Rosenberg Blog.
https://bit.ly/2KpRNkL
Benchmarking Your Firm Against Others. Karbon Blog.
https://bit.ly/2KkmE5z
3 Tips to Help Clients Through Hurricane Season. AICPA Insights.
https://bit.ly/2KaNL3N
Top Firm Management News:
How to Win the Digital Transformation Race. Digital leaders employ a holistic, adaptive approach to meet evolving customer, marketplace and regulatory needs.
www.cpapracticeadvisor.com/12418213
It’s Time to Consider Client Portals. Though secure digital alternatives are available, many organizations still rely on the exchange of paper documents, faxing, or email attachments to exchange these sensitive documents.
www.cpapracticeadvisor.com/12418194
Russian Hackers Targeting U.S. Accounting Firms. With most firms using relatively similar software and service providers, a flaw found in one system can be easily replicated in countless others.
www.cpapracticeadvisor.com/12417369
California CPA Society Gets New Chair. Sharpstone previously served as CalCPA’s first vice chair. He is an assurance partner with BDO United States’ Los Angeles office.
www.cpapracticeadvisor.com/12418123
Bill.com Launches Accountant Resource Center. The resource center provides actionable training, templates, and advice in key areas including internal and external product training, sales and marketing, and client onboarding.
www.cpapracticeadvisor.com/12418188