Firm Management
Latest News
TaxDome Launches Industry-First AI System to Transform Client Document Management in Time for Tax Season
Cherry Bekaert Acquires Kerr Consulting
CohnReznick Forms Alliance with Tipalti
MassCPAs Hosts 21 High School Students for Summer Accounting Careers Exploratory (ACE)
The Cloud and Beyond – Free Whitepaper
What drives new technology in accounting? One driver is efficiency gains as technology allows people to do more in less time. Also driving technology adoption is client expectations and behaviors.
Practice of Now 2019 – Free Whitepaper
As the accounting profession prepares for the coming decade, it is becoming abundantly clear that clients are more demanding, technology can inspire better ways of working, and core beliefs previously driving the profession should now be re-evaluated.
More Marketing Made Easy for Accounting Firms
Starting at a low monthly subscription rate of $39.95 per month, Mostad Marketing Cloud integrates with any firm website, or a new full-featured Integer website for a minimal upcharge.
Leveraging the Four Cs to Automation and Advisory
When we ask practitioners why they continue to focus their efforts on transactional and compliance services, we find that most feel they don’t feel comfortable providing performance- and strategic-based advisory services because their experience and ...
Stepping Out
As accountants, we often take great comfort in what we know. We are typically viewed as reactive experts in taxation, auditing, and financial accounting. These three core areas are places we connect with: we feel comfort in the ...
Professionals on the Move: July 2019
EisnerAmper LLP, one of the largest professional services firms in the world, recently announced that Natalie McVeigh has joined the firm as a director in its Center for Family Business Excellence. She will specialize in working with high-net-worth ...
It’s Time to Take a New Look at Your Tax Practice
If you’re a tax practitioner, you might have started worrying that some of your practice might become automated in the future, thus rendering some of the work you do unnecessary. Have you given any thought to what you might do if that occurs?
How to Expand Your Firm’s Services by Offering Personal Financial Planning
If you’ve been in practice for a while, you probably have a roster that includes many long-time clients. Over the years, clients may have approached you for your thoughts on their plans for retirement or the best way to plan their child’s education.