Firm Management

Featured Articles

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September 13, 2016 

Webinar Series Coaches Accountants On Building An Advisory Practice

Sageworks is producing a new, six-part webinar series for accountants, “Taking Accounting Services to the Next Level.” The free series, which launches on Sept. 20, will train accountants on exactly how to transition from a compliance-focused firm to a ...

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September 13, 2016 

How to Build a Strong Culture in Your Firm

I was recently asked: What ONE change do you recommend that firms undertake to make their firm culture more engaging and attractive to the next generation leader?

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September 9, 2016 

Change Management in Accounting Firms

In today’s fast-paced, ever-changing environment, we must be prepared to pivot quickly. Doing things the way we’ve always done them just doesn’t work anymore. Author Alan Deutschman popularized the business catchphrase, “Change or Die.” And it’s truer than ever – remaining stagnant is a recipe for extinction. But we all know, saying you’re open to...…

Jim Boomer

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September 7, 2016 

Why Successful Accounting and Tax Firms Use Web Portals

Clients expect information be available when they need it, regardless of where they are and with no regard for your firm’s digital capabilities. To meet those demands and most importantly, to deliver or exchange documents in a secure manner ...

Don Emery

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August 31, 2016 

How Security Savvy Is Your Firm?

Security continues to be a top priority for firms today. Clients trust CPAs with some of their most sensitive data and it’s our responsibility to do everything possible to protect it. While most wish there was a magic bullet that would guarantee 100% ...

Jim Boomer