Firm Management
Latest News
AICPA News: August 2024
Blue & Co., LLC Announces Joint Venture with Pioneer Technology
How CPA Firms Can Maximize the Potential of a Multigenerational Workforce
Avantax Wealth Management Welcomes Noble Oak Financial
3 Secrets to Ensure Successful (and Profitable) Client Meetings
We are in the business of building relationships. No matter how advanced technology becomes, at the heart of the accounting profession, we are people of our people—our clients. That means face-to-face meetings with clients are still (and will likely always be) a mainstay component of a firm’s business model. And now well into busy season—the […]
3 Secrets to Ensure Successful (and Profitable) Client Meetings
We are in the business of building relationships. No matter how advanced technology becomes, at the heart of the accounting profession, we are people of our people—our clients. That means face-to-face meetings with clients are still ...
Process Improvement and Working With Clients Digitally
While most of our firms have transitioned away from paper-based records, many of us still struggle to digitize the business processes in our firms. As I write this, we are in the late stages of conducting the 6th Annual CPA Firm Operations and ...
5 Tips to Prevent Staff Burnout During Tax Season
In the accounting profession’s annual tax marathon, you don’t want your people to hit the wall. Burned out workers will be less focused, more irritable, less healthy, more likely to exhibit negative attitudes and more prone to mistakes.
Transform and Scale Your Business – Graduate to NetSuite
Understand the key signals that it’s time to move your clients from QuickBooks to a more robust, integrated accounting solution, and how easy and fulfilling that move can be.
Now’s the Time to Secure Client Data
Preparing client data has always been the job of a CPA – but protecting it has only recently become law. Learn what the IRS has stated firms must do to stay in compliance, and how you can get enterprise-level data security for them in 24 hrs.
Do You Have a Clear Technology Vision
Most impressive at CES this year were hardware solutions to real world problems. We’ll discuss each of them, but I was particularly impressed by new generation laptops, monitors (including a second portable monitor), scanners, keyboards and mice.
6 Steps for Adopting a Growth Mindset
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.