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
Reaching Clarity On Remote Work Policies
Remote work is a popular topic of discussion at many firms across the country. Yet few firms sit down to flesh out detailed policies for remote workers before their first virtual employee is in place. Typically, one valuable employee requests to work ...
Top Business Trend for 2017: Achieving Work-Life Balance
Transitioning from a traditional IT setup to the cloud can not only save your business IT dollars, but it has nontangible benefits as well. One of those benefits is creating a better work-life balance for your employees.
10 Tips for Firm Retreats
As a former managing partner (MP) with a firm who religiously held an annual retreat, I can offer a few tips to you from experience that will help you get the most out of the process. You're investing a lot of time (= money) taking your top talent ...
Apps We Love: Insurance Tools
When you’re thinking about your insurance needs, where do you turn? We wondered if there were apps to help us and started doing some research. Here’s what we found, with the help of some of our members of the CPA Practice Advisor community.
Spring Cleaning and a Fresh Start
It’s Spring and that gets me thinking about renewal, growth, and change. I’ve been engaged (in what spare time I can find) in a spring cleaning project that includes inventorying my books and also the boxes that are stored in our attic.
Tallie CEO Joins Firm Management Startup LISCIO
Chris Farrell, the founder and CEO of expense management software maker Tallie, has joined LISCIO as COO.
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). Claims coverage – Make sure that this covers […]
Professionals on the Move – May 19, 2017
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.