Firm Management

Featured Articles

 2020 Review of GetNetSet Websites for Accountants

December 21, 2020 

2020 Review of GetNetSet Websites for Accountants

GetNetSet Websites for Accounting Firms www.getnetset.com From the 2020 reviews of website builders for accounting firms. GetNetSet creates custom websites specifically for accounting firms. Best suited for small to mid-sized firms looking for a custom website that is also reasonably priced, GetNetSet offers three plans starting at a very reasonable $29 per month. All plans...…

Mary Girsch-Bock

 2020 Review of Integer Websites

December 21, 2020 

2020 Review of Integer Websites

Integer Tenenz www.getinteger.net From the 2020 reviews of website builders for accounting firms. Integer from Tenenz, is a good fit for small to mid-sized accounting that are looking for an effective marketing tool for their firm. Integer is a scalable application, with users able to switch to a different plan at any time. Integer currently...…

Mary Girsch-Bock

 2020 Review of CPASites

December 21, 2020 

2020 Review of CPASites

CPAsites CPAsites.com From the 2020 reviews of website builders for accounting firms. CPAsites offers complete, custom website design and setup. Suitable for firms of any size, CPAsites offers four subscription levels to choose from including Platinum, Gold, Silver, and Bronze. All CPAsites websites are created from scratch, with no templates ever used in the website...…

Mary Girsch-Bock

 2020 Review of CPA Site Solutions

December 21, 2020 

2020 Review of CPA Site Solutions

CPA Site Solutions www.cpasitesolutions.com From the 2020 reviews of website builders for accounting firms. CPA Site Solutions offers complete website design for accounting firms, and is a good solution for firms of any size. With four versions available, users can easily scale up to a more powerful version if necessary, with complete web design available...…

Mary Girsch-Bock

 2020 Review of CCH Site Builder

December 21, 2020 

2020 Review of CCH Site Builder

CCH Site Builder Wolters Kluwer Tax & Accounting www.cchwebsites.com From the 2020 reviews of website builders for accounting firms. CCH Site Builder from Wolters Kluwer is best-suited for small to mid-sized accounting firms that use other CCH applications from Wolters Kluwer, although the application can also be used as a stand-alone website builder if desired....…

Mary Girsch-Bock

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December 21, 2020 

2020 Review of Build Your Firm Accounting Website Packages

Build Your Firm Accounting Website Packages Build Your Firm https://websites.buildyourfirm.com From the 2020 reviews of website builders for accounting firms. Build Your Firm Accounting Website Packages offers a variety of custom website building solutions suitable for firms of any size. Build Your Firm offers flexibility, with three website design plans available as well as three...…

Mary Girsch-Bock

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December 7, 2020 

2020: The Year that Wasn’t

How many plans did you have in place for 2020 that never got addressed? For me, a year ago, I was about to cross the bridge into a new decade, and so my plans were more grandiose than in normal years.

Gail Perry

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December 21, 2020 

QuickBooks Connect Innovations Roundup: We go Further Together

Intuit hosted its first virtual QuickBooks® Connect on Nov. 18, where the theme was “We go further together.” Thousands attended to take advantage of the many opportunities to grow, learn, and share. To help grow your practice and serve as a true advisory partner to your clients, here are the highlights of the product innovations...…

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December 17, 2020 

5 Tips for Efficient Accounting Team Management

Within a firm, every department is value-adding. By keeping up with your team and its tasks, nothing falls through the cracks, which results in a more efficient project workflows, cleaner & clear communication with clients, and a better experience for eve

Shahram Zarshenas

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December 17, 2020 

Streaming Entertainment: What We Love to Watch

As we wind down the year of COVID-19, we thought it would be a nice gesture to share with our readers some ideas for what to stream while we’re all locked down for the holiday season and the months ahead. Here's what some of our readers are ...

Gail Perry

CLA Logo 2021

December 17, 2020 

CLA Acquires Accounting Firm BlumShapiro

Top 100 accounting firm Blum, Shapiro & Company, P.C. has been acquired by CliftonLarsonAllen LLP. The staff of BlumShapiro's intend to join CLA on January 1, 2021.

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December 15, 2020 

Don’t Let Covid Fatigue Put Your Clients’ Businesses at Risk

The bottom line is that we can’t let our guard down because the current working conditions are likely to continue for some time and may actually be permanent. And, these financial services firms provide valuable counsel that extends well beyond filing ...