Firm Management

Darrell Layman made a bold move this year, and at the riskiest time: tax season. With a broad vision to significantly increase workflow efficiency across his firm, he transitioned from a desktop document management system to the cloud.

We seem to have reached a point in the accounting profession where accounting firms that want to grow and continue to be successful have embraced the need for technology. In doing so, they are turning over many of the mundane footing and ticking and balancing and reconciling and data entry activities to the software that runs on their various mechanical devices.

As summer draws to a close, kids and young students aren’t the only ones who need to think about heading back to school. Your employees — even your top performers — can become stronger contributors by enhancing their abilities and expertise through professional development opportunities.

Each year, the 40 Under 40 program seeks to honor a diverse array of professionals who are helping to shape the profession they work in. How does one shape a profession? For these unique professionals, that question is answered in a variety of ways. For some, this is achieved through ardent support for and evangelizing […]

Fall is usually a calm, relaxed time of the year – the business of the summer activities are coming to a halt and the madness of the year-end hasn’t quite started up yet. This makes it the perfect time to examine your firm’s payroll solutions and services. Companies, including your existing clients and potential clients, […]

Cloud document storage provider FileThis has released its new FileThis Document Portal for Professional Services system, which is designed to help streamline the gathering, organizing and sharing of financial documents from clients for time-crunched accountants, CPAs, bookkeepers, and other busy tax and finance professionals.

Intuit has unveiled new speakers to inspire QuickBooks Connect attendees this October, with the addition of businesswoman Martha Stewart to an already packed agenda this fall in San Jose, Calif.

The American Institute of CPAs has announced the 10 winners of the 2014-2015AICPA/Accountemps Student Scholarship. The award and scholarship are presented each year to undergraduate and graduate-level accounting students who plan to pursue their CPA license. The recipients have demonstrated academic excellence, while showing exceptional leadership. Each recipient will receive a $2,500 award for the 2014-2015 academic year.