Firm Management

November 3, 2020 

As the holiday season approaches, do you have a plan to thank clients for working with you this year? If not, here are 11 memorable ways to connect with them throughout the season. Pick one or two. Add them to your action list. Then get ready for ...

Becky Livingston

November 3, 2020 

During the last half of this year alone, we've seen outages from Microsoft, Wolters Kluwer, Intuit, and many other applications that are critical for our profession. Are they only ones? Certainly not! If we look back two years, the list becomes onerous.

Randy Johnston

November 2, 2020 

Why the escalating cybersecurity threats for finance and accounting firms? For one, you likely have sensitive customer data, in addition to key information about their employees, vendors and customers.

Greg Dyer

November 2, 2020 

Construction is underway on a new building in Wooster that will house the firms’ local teams, with completion expected in late spring or early summer 2021. Until then, Rea and Dyer Roche will maintain their individual offices in Wooster ...

November 2, 2020 

A critical factor in deciding what software to use is determining how well the software in question will facilitate record keeping for completed and ongoing work in your company. An essential component at all business levels, especially the managerial ...

October 29, 2020 

More than 90 percent of the American Institute of CPAs’ major firms group, which represents most of the nation’s top 100 CPA firms, have applied to secure their existing online branding under the new restricted Internet domain for the accounting ...

October 29, 2020 

This collaboration will leverage each firm’s deep resources and expertise to provide a holistic platform that incorporates their business advisory and technology capabilities. This will provide clients with timely and actionable data to improve and ...

October 28, 2020 

If you’re a firm owner or a member of a leadership team, you’re probably starting to worry about the long-term ramifications of everyone working from home. While trepidation is warranted, it shouldn’t be overblown.

Amy Vetter

October 28, 2020 

In their new roles, Carman and Blowers join incoming ITA Board members Kim Austin, Business Development Manager, National Accounts at Intuit, and Todd Perlman, President, Business Technology Partners, LLP.

October 28, 2020 

Founded in 1948 by George Hertzbach, Hertzbach & Company, P.A. provides a full range of assurance, tax and advisory services to clients throughout the Mid-Atlantic Region.

October 27, 2020 

COVID-19 has had a significant effect on how clients conduct business and manage their financial affairs. It has spurred an increased client demand for CPAs to provide CFO and client accounting consultative services, and – because of ...

October 26, 2020 

There are historical references from the 19th century supporting an origin of the word, deadline, indicating a line or ditch created around the perimeter of a prison, over which if a prisoner crosses he (or she) will be shot dead.

Gail Perry