Firm Management

April 11, 2017 

Happiness at work is more important than many managers realize. Content employees tend to be more passionate about company goals, which means stronger performance, a higher retention rate, and fewer resources spent on hiring and training.

Paul McDonald

April 11, 2017 

A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.

April 3, 2017 

Large, successful accounting firms are typically immune to this; they have a regular, growing client base and revenue stream. But how can CPAs break the cycle? The key is to change your client’s perception of you from taskmaster to a trusted client ...

March 31, 2017 

To grow your accounting practice, or even just to operate at your most efficient, visibility is pivotal. You need systems and processes in place that allow everyone in your team to know who is working on what, with who, at any given time.

Ian Vacin

March 31, 2017 

Most CPAs rely on referrals and face-to-face marketing methods like networking so much that they miss out on the power of online marketing. Having not just a website but a website that generates qualified business prospects is the first step.

March 30, 2017 

Founded in 1991, SDGblue provides cybersecurity services and solutions to clients across a wide spectrum of industries. Its client base includes healthcare, finance, insurance, government, retail, manufacturing, utilities and publicly traded clients ...

March 28, 2017 

More people than ever are having their identity stolen online, and the list of companies disclosing personal data breaches recently has included internet giants LinkedIn, Yahoo, and Tumblr. What’s more, the hacks are poised to keep on coming, and ...

March 25, 2017 

Here’s a quick checklist to make sure your website’s homepage is working hard for you. These eight items should be on your home page for best results:

March 24, 2017 

Not even a decade ago, clients would engage an accounting firm, fill out forms and send over documents. It may have felt a bit like a black hole for some companies. While the accounting firm was doing its job, it wasn’t a very collaborative process.

March 23, 2017 

Every call made to companies in the sector as part of the large-scale study, conducted by audio branding specialist PHMG, was put on hold, compared to a North American average of 70 percent. Those callers are being forced to wait for 25.81 seconds on ...

March 23, 2017 

Among the primary challenges faced my most MNEs is the fact that the financial systems currently in place do not support adequate tax reporting for the new tax transparency requirements (e.g. lack of legal entity detail, lack of a tax-sensitive chart ...

March 23, 2017 

Top Firm Management Social Media Posts: 5 Time Management Mistakes You’re Making Without Even Realizing It – Clients A.R.M. (Accounts Receivable Management) blog: https://www.clientsarm.com/5-time-management-mistakes-youre-making-without-even-realizing/ How Can You Make the SHIFT to Trusted Advisor? – Accountext Report blog: https://www.sleeter.com/blog/2017/03/can-make-shift-trusted-advisor/ How to Write a Social Media Policy for Your Company – Hootsuite blog: https://blog.hootsuite.com/social-media-policy-for-employees/ Simple Twitter Analytics...…

Gail Perry