Firm Management

Lewis Sharpstone, CPA, will focus on the "P" (for "public") in the professional designation "certified public accountant" during his 2018-19 tenure as chair of the California Society of CPAs (CalCPA.org), the nation's largest state CPA society.

We are focusing on Artist clients in the niche practices area of this month’s magazine, and so we decided to go down the path of art creation and appreciation apps as a corollary to those articles. I like to think of Venus Paradise coloring sets as ...

Marketing your firm’s accounting services to an artist may feel like an up-hill challenge, but a challenge, non the less, that can be conquered. By helping artists perceive the connection between their art and financial planning to help them be ...

Top Firm Management Social Media: What U.S. Firms Need to Know About GDPR. Canopy Blog.https://bit.ly/2H2uMC1 5 Ways to Project Confidence in Front of an Audience. Harvard Business Review.https://bit.ly/2LCHlax Business Development Strategies for Accounting Firms. Wolters Kluwer Blog.https://bit.ly/2Jh4IIs 10 Ways Your Firm Can Find New Clients. Xero Accountant Guides.https://bit.ly/2xrrTer What is Quality Content? Thomson Reuters Blog.https://tmsnrt.rs/2J3WzDT […]

For years, accountants have heard that our profession is changing. With the advent of new technology, we no longer will be data entry specialists or spend excess billable hours working on tax returns; instead, we have to morph ourselves into trusted ...

CPA firms are also once again changing. For many, the first customer facing technology may have been offering self-service options to extend back office functionality. Electronic invoicing and collections are two early examples that date back to the ...

No competitive business can be successful without growth. In today’s rapidly changing economic landscape, companies are under pressure to expand market share, seek out new development opportunities, and most importantly, identify unique offerings that ...

What are your firm’s two playbooks? Start by focusing on defining the goals of your current organization. Those goals probably include delivering outstanding client service by creating profit for your clients and yourself; the usual win/win.