Firm Management
Latest News
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
Focus on Billable Hours Drives Millennials Away
The point of this article isn’t the age old question of billable hours vs. value pricing. The focus today is the value our people provide to our firms and how we measure that value in a way that doesn’t drive them away.
Making Change Personal
The concept of personal preference is an integral part of everything we do with firms. Personal preferences have a negative impact on morale and overall process efficiency. They impact internal customer service, and we all know we can’t provide ...
September 2018 Firm Management Channel
Building a World-Class Marketing Culture in Your Firm – Part II This article continues the series on creating a world-class marketing culture in your firm. In Part 1, we explored the definition of marketing and its centrality in the life of a firm. In Part 2, we examine the firm’s brand—what it is, what it […]
Cast a Wide Net When Angling for Aquaculture Clients
If your firm is focusing on the fishing industry vertical, accessing these potential clients requires a diversified, marketing tackle box. In fact, according to the 2017 Labor Force Statistics, nearly 25 percent of the employees in this industry are women, which could be a new niche for your firm that could suggest a different approach […]
The Value of Big Data in an Accounting Firm
Big data has become a buzzword in the accounting profession, but like other trending topics such as blockchain, AI and machine learning, it’s one that CPAs really need to understand.
Oregon Accounting Firm Jones & Roth Joins PrimeGlobal
The Oregon accounting firm Jones & Roth has joined PrimeGlobal‘s North America region. Founded on a commitment to make a positive impact in the lives of their clients, employees, and the community, Jones & Roth is recognized as one of Oregon’s most trusted CPA firms. Jones & Roth services span the areas of tax, audit […]
How to Ace Onboarding for Client Accounting Services Clients
Having a formal onboarding process for moving clients to a CAS program helps minimize the challenges that accompany this change.
Client Accounting Services – What Is It, Really?
Leaders in CPA firms across the country agree that Client Accounting Services (CAS) is an emerging, growing and profitable opportunity. In fact, it is one of the fastest growing new revenue segments of many Top 100 Firms, but it is relevant and ...