Firm Management
Latest News
60% of CFOs Say Their Organizations are Ready to Implement and Work With AI, but Only 35% are Using AI in Finance
A Scalable Talent Model Can Be Much More Than a Safety Net for CPA Firms in Need of Skilled Talent
Labor Challenges Persist Among Mostly Confident Business Owners, According to CBIZ Index
How PTO Policies Can Attract Top Talent
2015 Review of Office Tools Professional
Office Tools Pro (OTP) is not just a CRM system; it is also a practice management, workflow and client portal solution. The nature of the OTP offering makes it a real good fit for firms ranging from sole practitioners to 50 user sites. OTP offers a ...
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2015 Review of Microsoft Outlook 365
Office 365 is a good fit for virtually any accounting or tax practice, regardless of size. Even if you already have a comprehensive practice management system, you will probably want to have this application in place. Most of our readers already ...
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Understanding Your Firm’s Brand
Of all the assets your business owns, your brand is one of the most valuable and the most elusive. Without a strong brand identity, your firm is like a wallflower at the prom, sitting in the margins without a story or a voice to tell it.
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2015 Review of CCH iFirm – Small Firm Manager
iFirm is actually a cloud-based practice management system for small firms. So it goes well beyond the typical scope of CRM. iFirm is a project / engagement centric application that can be used to manage a client engagement from beginning to end. iFirm fi
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Promising Accounting Technology from CES
Many consultants to the profession attend the annual Consumer Electronic Show (CES) to look for the latest gadget and gizmo for themselves and their clients. The 2015 version of the show did not have sufficient reporting on useful business tools for ...
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Ohio CPA Society Offers New Micro-CPE Courses; CPAs Can Earn 10 Minutes of CPE at a Time
The Ohio Society of CPAs has launched a series of micro learning courses for certified public accountants that provide timely knowledge packaged in 10-minute modules. Called Quick Byte, these courses are the first micro learning resources developed ...
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Avalara Adds Brazil to Global Tax Compliance System
Avalara, Inc., a leading provider of cloud-based software delivering compliance solutions related to VAT, sales tax, and other transactional taxes, has acquired the tax content, determination and compliance technology for Brazil from SuitePlus, a leading
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Accounting Firms Named to List of Top 50 Companies for Executive Women
Accounting firms EY, KPMG, Grant Thornton LLP , PwC named one of the 2015 “NAFE Top Companies for Executive Women” by the National Association for Female Executives (NAFE), which honors American corporations that id