Firm Management

August 27, 2019 

Customers get subscription access to a library of ready-made videos on services like tax preparation and planning, bookkeeping, payroll, controller services, advisory, and tax resolution.

August 26, 2019 

, regulatory changes and more demanding clients, and it’s understandable if you’ve had little time to consider what’s ahead. These are created when the array of software, solutions and subscriptions you’ve deployed don’t play well together. One function of your firm could be using a customer relationship management (CRM) solution to handle interactions with clients...…

Mark van Leeuwen

August 26, 2019 

HLB, the global network of independent advisory and accounting firms, welcomes its newest member, HLB Belize LLP. Founded in 1984, HLB Belize is a professional services firm with expertise in audit & assurance services and has offices in Belize City and the Corozal Free Zone of the Belize-Mexico Border. Managing Partner, Claude Burrell says: “We...…

August 23, 2019 

Haskell & White, one of the largest independent public accounting firms in Southern California, is pleased to announce the promotions of three key client service team members and an invaluable member of the firm’s back-office team. “Haskell & White is a big believer in giving our staff the opportunity to thrive,” said Managing Partner Wayne...…

August 23, 2019 

This simple psychological loop is perpetuated by whether your business failed to meet, met or exceeded a client’s preconceived notions. In short, customer expectations define the client experience.

August 23, 2019 

ith locations in Concord, Keene, and Lebanon, NH, Nathan Wechsler & Company, PA. serves clients who do business in nearly all 50 states as well as overseas “All of these promotions make for a very exciting time at the firm,” said Oreste “Rusty” Mosca, Managing Director of Nathan Wechsler & Company, PA. “These professionals have...…

August 22, 2019 

Companies that prioritize gender diversity are 15 percent more profitable than the median figures in their industry, but in order to unlock all that extra earning power, you need to first create an environment that puts women in the right positions to ...

Jodi Chavez

August 22, 2019 

Merging or acquiring another firm is one of the most effective methods of growing an accounting practice. Potential candidates are usually vetted based on partner and practice compatibility, desired location for expansion, niche specialization ...

Roman Kepczyk

August 20, 2019 

If you have a large repository of returning customers and referrals, you may not feel like you need to focus on lead generation. But, even regular clients can stop coming back. So, rather than resting on your laurels and letting the competition gain ...

Becky Livingston

August 19, 2019 

FoxPointe Solutions serves as an extension of The Bonadio Group’s already expansive efforts to help businesses evaluate and address threats and gaps in their existing processes and systems. The firm will continue to offer IRM solutions to current ...

August 19, 2019 

Albin, Randall & Bennett is a full-service, certified public accounting and business advisory firm located in Portland, Maine. The firm works with organizations throughout New England in the automotive, construction, manufacturing, credit union, and ...

August 15, 2019 

What’s the first thing you do when you find yourself in a new city or town? Twenty-five or so years ago, you might ask someone for directions or look for a local visitor’s center as you enter the town. You could find the heart of the town by looking for a courthouse or see if...…

Gail Perry