Firm Management

April 23, 2019 

Mindfulness is a term that can be overused, and often is not given enough weight as a necessary practice in our work lives. The tipping point for the mindfulness movement probably came in 2016, when TIME Magazine published a special edition devoted ...

Amy Vetter

April 19, 2019 

A roundup of promotions and firm news from the accounting profession.

Mary Girsch-Bock

April 19, 2019 

April 2019 Issue Many of you have put off reading this issue and article until after a hectic tax season that changed your processes and rhythm because of the Tax Cuts and Jobs Act (TCJA). One of the advantages of being a consultant to the ...

Randy Johnston

April 18, 2019 

Do you ship packages? Do you struggle with verifying zip codes? Do you need tracking information? Do you fret over delivery delays or lack of real people to answer questions? We’ve surveyed the CPA Practice Advisor community as well as various shipping options on the internet and have found some tools that you might find...…

Gail Perry

April 17, 2019 

If you’re targeting transportation companies in your firm’s growth strategy, this Ultimate Guide was developed for you. Before marketing, research the target market – define who you want to work with; identify specific transportation industries; develop a buyer persona of your perfect client; and pin point the geographic market. Once those items have been developed,...…

Becky Livingston

April 16, 2019 

The innovation process within firms is often chaotic and uncoordinated if it exists at all. While it’s true that innovation is messy, leaders cannot expect to merely tell people the goal is to be innovative and expect amazing things.

Jim Boomer

April 16, 2019 

Bringing in technology to optimize what your firm already does will not somehow transform your business model. So let’s take a look at the differences between optimization and transformation.

Arianna Campbell

April 16, 2019 

If the way millennials view learning wasn’t enough to get you to rethink your focus on learning, a study in 2017 by Deloitte revealed that learning and development is the #2 topic on the minds of CEO and HR leaders, so clearly these millennials are ...

Garrett Wagner

April 16, 2019 

The retreat/think tank was given a name and a purpose almost a dozen years ago by a handful of members of and consultants to the accounting profession who were getting together anyway to share ideas, discuss trends, try to figure out where the ...

Gail Perry

April 11, 2019 

Tax season is almost over… a few more 20 hour days, and most tax-focused professionals will have the chance to take a well-earned vacation. Whether you want to recharge by relaxing or engaging in exciting activities, there are many options specifically tailored to help you recharge. Better still, a few lush resorts offer special discounts...…

April 11, 2019 

Canopy designed the new app to enhance and complement the work accountants perform at their desks with the long-term vision of covering important accounting use cases including client and teammate collaboration, task management, document scanning ...

April 9, 2019 

Many accountants, CPAs and bookkeepers have become familiar with the concept of Search Engine Optimization (SEO). The ability to influence where and how a firm’s website appears in various Google searches creates an interesting opportunity.

Brian Swanson