Firm Management
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AICPA News: August 2024
Blue & Co., LLC Announces Joint Venture with Pioneer Technology
How CPA Firms Can Maximize the Potential of a Multigenerational Workforce
Avantax Wealth Management Welcomes Noble Oak Financial
Putting Clients On Hold Can Cost Your Firm Business
Every call made to companies in the sector as part of the large-scale study, conducted by audio branding specialist PHMG, was put on hold, compared to a North American average of 70 percent. Those callers are being forced to wait for 25.81 seconds on ...
Technologies to Invest in During a Time of Increasing Global Tax Scrutiny
Among the primary challenges faced my most MNEs is the fact that the financial systems currently in place do not support adequate tax reporting for the new tax transparency requirements (e.g. lack of legal entity detail, lack of a tax-sensitive chart ...
March 2017 Firm Management Channel
Top Firm Management Social Media Posts: 5 Time Management Mistakes You’re Making Without Even Realizing It – Clients A.R.M. (Accounts Receivable Management) blog: https://www.clientsarm.com/5-time-management-mistakes-youre-making-without-even-realizing/ How Can You Make the SHIFT to Trusted Advisor? – Accountext Report blog: https://www.sleeter.com/blog/2017/03/can-make-shift-trusted-advisor/ How to Write a Social Media Policy for Your Company – Hootsuite blog: https://blog.hootsuite.com/social-media-policy-for-employees/ Simple Twitter Analytics […]
Three Marketing Strategies for CPAs With Medical Practice Clients
If your firm specializes in medical or dental practice clients, addressing their pain points is just as important to them as them addressing their patients’ pain points. But how do you do it? Begin by knowing who your target market is. Is it small, family practices, large organizations, such as hospitals, or is it specialists […]
How To Forge A Better Working World For Women
While challenging conscious and unconscious bias and creating inclusive and flexible workplace cultures is everyone’s responsibility, throughout my career, I’ve learned some of the ways for women to continually boost and rebuild their confidence.
2017 Review of Accounts Receivable Systems
Everyone wants to get paid – as quickly as possible, or at least, on time. An effective accounts receivable system helps businesses ensure that their customers are paying. But it’s not only about cash receipts, but also about the customers.
Apps We Love – Sowing Your Garden
Are you planning a major landscaping overhaul? Consider iScape – there is a free version you can play with that lets you take a picture of the area you want to landscape, then experiment with adding shrubs, trees, flowers, decks and other construction ...
6 PR Tips for Accounting Firms
A public relations effort is one of the best ways to build your firm’s brand as well as to gain thought leadership status for your partners and firm owners. Here’s a few steps, tips, and apps that can get your PR launch off to a great start.