Firm Management
Latest News
Botkeeper’s AI Unchained 2024: Featuring Headliner Kal Penn
AICPA News: August 2024
Blue & Co., LLC Announces Joint Venture with Pioneer Technology
How CPA Firms Can Maximize the Potential of a Multigenerational Workforce
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Accounting Firm Embark Expands Footprint to Oklahoma and Northwest Arkansas
Founded in Dallas, Embark also has locations in Austin, Houston, Denver and now, Oklahoma City and Tulsa. Oklahoma will also serve as the hub for the Northwest Arkansas area.
Wheeler Accountants, LLP, Joins Accounting Association CPAmerica
Founded in 1950, Wheeler Accountants, LLP, offers a full range of audit, accounting, taxation, consulting and compliance services to a wide variety of individuals and businesses; from high-net worth individuals running public companies to small ...
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Whitepaper: Lean Six Sigma & Automated Workflow Technology
In today’s business environment and ever-changing landscape of digital disruption, firms need to seek out every competitive advantage. One competitive advantage that leading firms have found is leveraging Lean Six Sigma and workflow technology to ...
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The Land of the Free
If you are finding yourself struggling with issues about where to draw the line, how to price for the additional services you provide, when to tell clients you’ll have to schedule time in the future to answer their questions, you’re definitely not alone.
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Your Bedside Manner: 3 Steps to Improve Client Trust
I believe that accountants and advisors have a great opportunity to focus on improving their bedside manner for the good of the profession as well as for the good of the companies and individuals they serve. Health is a very personal thing and so is ...
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Nominations Being Accepted for Most Powerful Women in Accounting Awards
The joint administration of the award is part of the AICPA’s ongoing efforts to promote inclusiveness and create more opportunities for women to attain leadership positions in both public and management accounting.
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3 Small Steps Toward Transformation
The CPA profession is undergoing a significant disruption which will change the way partners and staff work and the services firms provide. It’s an exciting time for all of us, yet even as firm leaders want to take the next steps in their firms’ ...
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The Problem with Price
Maybe it is time to rethink how we show our value to others by ripping a page from Dell, Southwest, Allstate, Disney, GM, and just about every other major brand. They use the classic “good-better-best”—G-B-B—marketing strategy to change the customer’s ...