Firm Management

February 6, 2020 

Our mindset shapes whether we can learn and change and grow. The good news is that anyone can adopt a growth mindset, think differently and become more open to innovation and growth.

Jim Boomer

February 4, 2020 

OCR collaborates with a number of outside firms that new ventures may need to call upon for legal, accounting, marketing, or other services. FML is excited to support rising OCR innovators in a myriad of ways including: tax and accounting matters ...

February 4, 2020 

The Sage Accountants Network provides you with the benefits and resources to partner even closer with your clients. Rely on Sage to help you save time, grow your practice, and better serve your clients.

February 4, 2020 

As one of the nation’s leading professional services firms, CLA has retained the agility to serve clients of all sizes and in all locations, while at the same time bringing an uncommon depth of capabilities, all in one place.

February 3, 2020 

Have you ever thought about the difference between the words “value” and “values”? If you’re laughing and thinking, “Yeah, it’s the letter ‘s’,” well, you’re not wrong, but that’s not what I mean. When we talk about “value,” a word we usually use in a professional context, we’re usually referring to providing benefit to clients....…

Amy Vetter

January 31, 2020 

Successful accounting firms seem to have two things in common: they grow, and they prioritize the client experience. Both these attributes are imperative to win new business and retain existing clients. Understanding why a company chooses to work with an accounting firm lays a foundation for success and competitive advantages. Survey research conducted by Bill.com...…

January 31, 2020 

Professionals on the Move is a roundup of recents accounting firm promotions.

January 30, 2020 

Read more, exercise, take up a new hobby — you've got New Year's resolutions for yourself, but what about for your accounting firm? With 2020 fast approaching and a new decade on the horizon, now's the perfect time to position your firm for success in ...

Jodi Chavez

January 29, 2020 

“At CRI, we recognize the capacity in which we are considered leaders in our profession and we have not only the staff but also the partner group to reflect that. We understand the direction that our industry is headed and are constantly looking to ... "

January 29, 2020 

The financial services industry is perhaps the most targeted because of the value of data it possesses. And the most frequently targeted are CPAs and those who prepare tax returns.

January 29, 2020 

In 2020, no matter what generation you hail from, you are no doubt familiar with asking questions of a digital assistant. What is today’s weather? When is that movie starting? Play my favorite song.

Garrett Wagner

January 28, 2020 

Most recently, Mayer and his namesake firm donated $30,000 to remodel a classroom in recognition of two of Mayer’s business teachers, Paul Arrigotti and Michael Lazzari.