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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Rootworks Launches ‘Grow’ Platform for Accounting Firms
Rootworks, a member-based education organization for accounting professionals, has launched a new online member platform. Grow serves as home-base for Rootworks members as they work on building a Modern Firm.
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Accounting Firm HBK Implements “Anticipatory” Learning System
In a world defined by accelerating change and complexity, the ability to anticipate disruptions, problems, and game-changing opportunities will be the most important skill any business person can possess. Agility—reacting quickly after a problem or disruption occurs—is no longer good enough in a world driven by technology that is changing at exponential speeds. It is […]
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Cultural Alignment Key to M&A Success
The pressure to grow, availability of capital and the constant exposure to “pitched” deals make it very easy for companies to fall into a frantic, reactive position rather than remaining focused and disciplined.
7 Must-Haves for Accounting Firm Succession Plans
The most stunning statistic today in the CPA industry is this: 80% of first generation firms never make it to the second. Why? They have non-existent or ineffective succession plans.
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3 Benefits of Flexible Workplace Arrangements
While 82 percent of U.S. workers surveyed say the ability to work from anywhere at any time allows them to maintain a healthy work-life balance, more than half (62%) still prefer to work in the office — and this number is even higher among young ...
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How to Really Thank Your Team After Tax Season
Many firms have a bonus structure in place to financially reward employees, but that’s not enough. More than a nice gesture, going above and beyond — much as your workers have done since at least January — when showing appreciation is a must to keep ...
Is It Time to Start Your Own Accounting Firm?
How to know when you’re ready … and how to develop clients and grow your practice .
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Association for Accounting Marketing Announces Category Winners of the Marketing Achievement Awards
Twenty-Nine awards for marketing accomplishment were awarded May 14, 2018, for accounting marketers recognized for achievement. The Association for Accounting Marketing annual award event features awards in multiple categories.