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
![AFOT Survey 2017 592efe13e7877](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2022/07/25871/AFOT_Survey_2017.592efe13e7877.png)
4th Annual Accounting Firm Operations &Technology Survey Results Are Available
Randy Johnston, president of Network Management Group, Inc., and Leslie Garrett, PhD, CEO of Insight Research Group announce the release of the 4th Annual Accounting Firm Operations and Technology (AFOT) Survey results and survey book.
Professionals on the Move – May 30, 2017
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
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Webcast Focuses on Role of Tech in Accounting Firm Mergers and Acquisitions
Roman Kepczyk,CPA, the director of Consulting for Xcentric, will host a free webcast on Thursday, June 1st at 2PM Eastern as he shares real world experiences of both successful and unsuccessful merger integration and what partners should know and ...
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6 Tips to Develop Young Partners at Small Accounting Firms
Today, as thousands of small firms are bringing in younger staff as partners they are finding the whole approach to running their firms must change. What are the most important practice management tips for small firms planning on bringing in new ...
![Client Success and Customer Loyalty 1 58f529f617e93](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2022/07/25343/Client_Success_and_Customer_Loyalty_1_.58f529f617e93-768x872.png)
Are You Managing Your Clients? (Or Are They Managing You?)
A recent family vacation got me thinking about management. We took a trip to Florida and booked rooms at a Hilton resort, where I enjoy Diamond level status in their loyalty program. When I booked the rooms online last August, I requested adjoining ...
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Spring Training for CPA Teams
Baseball fans get excited when spring rolls around. It’s the first step of a new season — the moment when everyone sees what your team is made of. Although there are no leagues or playoffs in public accounting, managers still needs to gear up all ...
May 2017 Firm Management Channel
Important Components of a Professional Liability Insurance Policy Covered and excluded services- Ensure that your policy contains no limitation to fees, areas of practice and or persons covered. You want to ensure coverage for a broad variety of professional services and persons that work for you. Coverage must be full tort (not restricted to negligence). […]
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Are Portals Finally Coming of Age?
Portals have been in existence in the accounting profession for around 20 years. Many public practice firms set up proprietary portals that had integration benefits to their practice management systems and were integrated into early web sites.