Firm Management

Featured Articles

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November 15, 2019 

How to Get Started with Client Accounting Services

Traditional compliance services like taxes and audits have long been the bread and butter of many accounting practices. However, clients are increasingly requesting new services beyond that scope such as bookkeeping, payroll, and advisory-level collaboration. Firms eager to create new revenue streams and stronger ties with clients respond by expanding services and adopting technology that...…

Pete Potsos

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November 15, 2019 

Marketing to the Home Care Nursing Industry

As you consider the home healthcare industry vertical for your firm, begin with the why. Why now? Why this industry? Why this geographic location? Why should they work with us? Why is it important to the firm’s bottom line? Once you know your why, you’re on your way to creating a marketing plan with purpose....…

Becky Livingston

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November 14, 2019 

How CCH Axcess Helped This Firm Achieve Peak Performance

The firm migrated from the CCH ProSystem fx Tax on-premise solution to the full, cloud-based CCH Axcess platform, including CCH Axcess Tax, CCH Axcess Document, CCH Axcess Portal, CCH Axcess Practice, and CCH Axcess Workstream modules.

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November 11, 2019 

Marcum Acquires CPA Consulting Group of Nashville

CPACG was a full-service accounting firm providing a full-range of professional, technical, consulting, and business services to individuals and business clients in more than a dozen industries, including real estate; law; architecture, ...

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November 1, 2019 

Armanino Launches Members-Only AI Lab Resource Center

Armanino’s AI Lab, which launched in May, is the centralization of resources to learn, understand and experiment with AI technology. The Armanino AI Lab Resource Center allows businesses to leverage those resources to improve six mission-critical processe

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November 1, 2019 

Wipfli Acquires Chicago Accounting Firm Klein Hall

Since its inception in 2002, Klein Hall’s leaders and partners have been committed to supporting women in accounting industry. In 2019, in addition to being named as Accounting Today’s “100 Best Accounting Firms to Work For” in the United States, the ...

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October 31, 2019 

2019 “Women Who Count” Awards Announced

This year’s recipients demonstrate a drive to take on challenges and strive for success. They are leaders in their companies and communities. They’ve earned the trust and respect of their clients and peers. And they show enthusiasm toward their career ...