Firm Management
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Tax Pros Now Required to Use Multi-Factor Authentication to Protect Client Data
Taxpayers Claimed $8 Billion in Inflation Reduction Act Tax Credits for Clean Energy and Efficient Home Improvements
Mortgage Rates Drop to 6.55 Percent; Biggest Drop in 2 Years
Vertex Acquires ecosio To Accelerate Global E-Invoicing Compliance
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5 Opportunities to Add Value to Your Small Business Clients
Your small business clients are uniquely suited to help your practice grow; in fact, they are very likely your most innovative thinkers who are most open to new ideas. However, due to limited finances and staffing, they may be more in need of your ...
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How Local SEO is Important to Accounting Firms
As the Internet and Google is ever-changing, so is the behavior of its users and their needs which are currently shifting from global to locally-oriented searches. Currently it’s estimated that 59% of Internet searches are now performed with local intent and approximately half of all mobile searches are conducted to find information about a local […]
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Firm Leaders: Are Your People Lost?
Understanding the mind of the new millennial generation is one of the growing challenges firms of all sizes are faced with today and this challenge often results in firms feeling that these new millennials are entitled and lazy, but are they really ...
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How to Market to Childcare Businesses
While word of mouth and referrals are still the best marketing tools for you, here are some additional tactics you can use to market your firm to in-home day care clients.
blumshapiro Elects Brooke Simpson as Partner
With over 15 years of tax planning experience, Simpson has provided sound strategic planning for both U.S. and multi-national corporations. She has worked as an International Tax Director at PricewaterhouseCoopers LLP in Boston since 2004, and since ...
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The Best Technology Enhancement
A colleague recently shared an amusing story with me. At a firm she worked for, an older partner refused to use email. Instead, he tasked a staff member with sending and receiving all email to and from clients on his behalf. As if that weren’t bad enough, the partner insisted the staff member format all […]
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Got Bots?
When we talk about AI, the image that comes to mind for most people is robots doing many of the jobs we’re doing today. But AI is not just a futuristic vision for accounting firms. In proactive firms, the future is already here.
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In Firm: 2019 IT Predictions and 2018 Results
The increasing rate of technological evolution and of software vendors attempting to integrate with that evolution continues to happen at a fever pitch. With that in mind we offer our predictions as to those items that we believe will have the highest ...