Firm Management
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Botkeeper’s AI Unchained 2024: Featuring Headliner Kal Penn
AICPA News: August 2024
Blue & Co., LLC Announces Joint Venture with Pioneer Technology
How CPA Firms Can Maximize the Potential of a Multigenerational Workforce
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3 Ways to Make Firm Priorities More Clear to Your Staff
In the business world there’s often the sort of "failure to communicate" referenced in the movie Cool Hand Luke. That failure in the movie resulted in the premature demise of the hero. In real life when leaders are unclear about their expectations ...
July 2017 Firm Management Channel
Laws seem to be moving towards making mandatory retirement illegal due to age discrimination. Can CPA firms still safely provide for mandatory retirement in their partner agreements?
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Document Management Software Tools: The 5 Must Haves in a Down Economy
Avoid freeware at all costs—no pun intended. Document management software cost per month from the reputable vendors costs less than what you’d spend in one evening at a mid-scale restaurant–$50 dollars per month per user license.
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Whether You Think You Can or Can’t, You’re Right!
I just recently finished up a busy baseball weekend with my son. What does busy look like? We had one tournament with a travelling all-star team while still wrapping up the playoffs in his local little league. After two games in the heat at the ...
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Apps We Love – Government Apps
As accountants, when we think of government apps, our minds frequently point to the IRS and state revenue agency apps. But there is so much more. I had fun this month exploring apps our government has to offer and was surprised at how much our ...
Professionals on the Move – July 19, 2017
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
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What Have You Done For Your Clients Lately?
Just think about what consumers want today: online ordering and delivery right to their door, instant access to people at all levels using social media, constant updates on news through alerts on their smartphones and even their watches ...
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CPE Classes at Work? CFOs Don’t Like Staff to Learn During Business Hours
Employers want financial employees who are well informed on the latest regulations, business trends and best practices. But they're not always willing to let their teams pursue continuing professional education (CPE) opportunities on company time ...