Firm Management
Latest News
TaxDome Launches Industry-First AI System to Transform Client Document Management in Time for Tax Season
Cherry Bekaert Acquires Kerr Consulting
CohnReznick Forms Alliance with Tipalti
MassCPAs Hosts 21 High School Students for Summer Accounting Careers Exploratory (ACE)
Holistic Firm Management is Best
As you wrap up another successful year, you may be reflecting on the best techniques and tools you can use to manage your firm. While people and their skills are your most important asset, you can help your team by providing the right technology tools. It
Neat and Fujitsu ScanSnap Partner for Document Tracking and Management
This past July, Neat made an official announcement that it had completed its exit from the scanner market and announced a hardware certification program that would ensure its popular software app would continue to be available to consumers that use a ...
The Top 5 Networking Mistakes by Business Execs
The No. 2 blunder, respondents reported, is failing to keep in touch or reaching out only when they need something (23%).
Building Client Relationships in a Distributed World
While there are clear benefits, cloud-enabled accounting solutions have greatly reduced or eliminated the need to interact directly with clients. Gone are the days of visiting client sites to help them process paper checks, or receive their paper records.
How to Win More Valuation Clients with Your Website
Many valuation firms try to identify prospects by networking and cultivating referrals from past clients. But research by consultant CEB, now part of research firm Gartner Inc., shows that most small business owners research a new product or service ...
Business, Balance and Bliss: Staying Away From Work When You’re Out Of The Office
People are always talking about the precarious balance between work and home life. Work-life balance, the catchall phrase, ultimately asks, can you give equal attention to both a career and a family? I prefer to approach it as work-life harmony, where ...
Apps We Love – Podcast Managers and Podcasts
Many of us will be taking some time away from the office during the holidays, but that doesn’t mean we won’t want to stay connected with what’s happening in the world. We surveyed members of the CPA Practice Advisor community to find out how they ...
2017 Review of Document Management & Storage Systems
It’s been estimated that nearly 20 percent of an employee’s time is spent searching for documents. To make matters even worse, according to PricewaterhouseCoopers, 7.5 percent of documents in an office are simply lost. Not misplaced, or on someone’s ...