Firm Management

July 7, 2020 

If you’ve ever asked a question to a large group during a videoconference, you know that getting a response isn’t always straightforward. In some instances, a dozen people will try to talk at once. In others, everyone will sheepishly wait for ...

Amy Vetter

June 30, 2020 

PracticePro 365 https://practicepro365.com From the 2020 reviews of practice management systems. PracticePro 365 is built off of Microsoft Dynamics and is accessible via any Internet browser. You can access PracticePro 35 using any device including a tablet or smart phone, with an option to use a browser or download the dedicated mobile app. PracticePro 365...…

Mary Girsch-Bock

June 30, 2020 

The report is based on the responses of more than 650 accountants and business professionals across the nation and offers valuable pricing benchmarks and emerging trends for firms of all sizes while showcasing the shifting expectations on what ...

June 30, 2020 

The six partners and professional staff from CFO Advisors, LLC, will join BDO July 15. BDO has also acquired MorganFranklin Consulting’s public sector practice effective July 16.

June 29, 2020 

Firms that promote gender diversity have higher rates of engagement, productivity, and stronger financials than non-inclusive firms. Yet, only 24 percent of partners in accounting firms are women despite making up about sixty percent of the ...

June 25, 2020 

Wealth Management Advisors has been serving clients as a registered investment advisory firm since 1993. Wealth Management Advisors currently serves over 300 clients and supervises approximately $470 million of assets under management.

June 25, 2020 

For ten years, the AICPA has offered both online and onsite attendance at our conferences. During this time, we've seen digital delivery grow into a valued professional development experience. For the first time ever, the AICPA will offer its annual ENGAG

June 24, 2020 

Successful CPA firms place a premium on security and ongoing contact with clients. The remote practices, initially thought to be somewhat temporary, will most likely be permanent and will require ongoing education of employees and ...

June 24, 2020 

There are many advantages to leveraging the cloud to consolidate your document storage. These include increased document accessibility, improved time management, and enhanced data security, not to mention a ...

Larry Furr

June 24, 2020 

Outsourcing collections is a major opportunity for your firm to refocus its time and resources toward activities that improve the satisfaction of your firm’s clientele while also supporting the firm’s bottom line.

June 23, 2020 

Professionals on the Move is a roundup of recent promotions and hires in the profession.

June 22, 2020 

The addition of Ortiz’s staff increases Roth&Co’s headcount to 13 partners and over 160 accounting professionals, with offices now in New York, New Jersey, Illinois and Israel.