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
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Why Accounting Firms Should Niche in the Medical Marijuana Industry
All medical marijuana growers and dispensaries have very specific accounting requirements and are need of qualified Accountants and Bookkeepers to help them stay compliant as well as stay on top of their cash flow, inventory management, and ...
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Why Your Firm’s Business Development Efforts Fail
Every firm needs to attract new clients and most firms in the country tend to have one partner who seems to have a natural gift of bringing in new clients. That person is your rainmaker. Everyone else at the firm maintains a client relationship and ...
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The Top Cyber Risks to Accounting Firms Come from Inside the Firm
When thinking of cyber risks, most accounting firm leaders think about threats from hackers. But the threats that are most likely to affect the firm are also the ones that the firm has the most power to prevent.
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San Francisco CPA Firm Gives Back to Community
The SF-Marin Food Bank feeds 225,000 people each year. Thirty-thousand families receive healthy groceries at more than 260 pantries in the Bay Area. SD Mayer & Associates staff will sort produce and pack boxes that will be delivered to local pantries.
How to Leverage Corporate Culture for a Competitive Advantage
If someone asked, would you be able to describe your accounting firm’s corporate culture? This concept is the topic of many a workplace report, but what does it mean?
Transferring Wisdom for Continued Success in Your Firm
Attend any conference or peruse any publication in the accounting profession and you’re sure to hear talk about the impact of artificial intelligence (AI), machine learning and other emerging technologies. These advancements present a tremendous ...
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 means ...
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Accounting Firm Sends Team to Rwanda
Warren Averett, LLC, a nationally ranked accounting firm, recently sponsored a team of employees to travel to Rwanda in partnership with Compassion International.