Firm Management

April 11, 2022 

With the current hot job market and low unemployment rate, what I’m talking about may be easier said than done. That doesn’t mean it’s impossible though! Here are five tips from my decades of firsthand experience plus the experiences of ...

Richard Roppa-Roberts

April 11, 2022 

New Mountain’s investment in Citrin Cooperman reflects the investment firm’s commitment to the financial services and governance, risk and compliance (GRC) sectors.

April 10, 2022 

Today’s accounting world faces an unprecedented challenge: How can firms scout and retain top talent from a perpetually shrinking pool of accounting professionals while avoiding undue burdens brought by inflation?

April 10, 2022 

Professionals on the Move is a round-up of recent promotions and hiring announcements in and around the tax and accounting profession.

Mary Girsch-Bock

April 8, 2022 

The advice an experienced tax and accounting professional has to offer can really make the difference in your success, not only in the area of business operations and optimization, but when planning and beyond.

April 7, 2022 

Technologies like Customer Relationship Management (CRM) tools can help FAs stay organized amid this demand—that is, if they leverage the tools to their full capabilities. While many advisors already maintain a customer database, these systems are ...

April 7, 2022 

These updates incorporate the best practices and approaches that have emerged over the last two years of the COVID-19 pandemic into the program, which remains among the most flexible in the profession. These updates are designed to maximize the ...

April 4, 2022 

Top-quality service isn’t a one-time deliverable, but a long-term habit. Make a point to consistently deliver more than what your clients are looking for and anticipate their needs. You’ll start to see more referrals than ever before.

April 1, 2022 

Having a steady income stream is critical to your survival when you’re a small business owner or self-employed – your bills can’t wait and you have to put food on the table. Even a single delayed payment can hurt. Multiple missed payments could well ...

March 31, 2022 

Because AI can be a useful solution for accounting firms struggling with increasing amounts of data, using AI can significantly reduce the amount of time spent on tedious tasks, allowing staff to focus on areas that require their expertise, such as ...

Mary Girsch-Bock

March 30, 2022 

As your accounting firm grows, do you find yourself struggling to delegate work, maintain work quality, and drive productivity across your team? If you struggle in these areas, It could be due to a lack of standardization of your accounting workflows ...

Shahram Zarshenas

March 30, 2022 

Training magazine is the leading business publication for L&D professionals. The outlet’s newly rebranded Training APEX Awards (formerly the Training Top 100) ranks companies’ excellence in employer-sponsored training and development programs.