Firm Management

The AICPA Medal of Honor recognizes an individual who is not a CPA whose work has had a significant impact on the profession. The Medal of Honor is the highest AICPA award for a non-CPA.

I recently saw a blog article titled “The Email Line That’s Client Repellent” and clicked through, thinking “I hope I don’t do this…” and when I read the article, guess what? GUILTY!

His firm has seen around 70 new clients since it opened, and business increased by 50% last February. James says that much of his success lies in his team’s terrific focus on giving his customers what they want, something he feels is often overlooked in other firms who are too busy chasing the next prospect.

Intuit announced late Wednesday that it has acquired Invitco. The Australia-based company is the developer of Invitbox, an online system for managing accounts payable. Intuit is the company behind QuickBooks, TurboTax, Quicken, Mint and many other small business and financial management systems.

The national accounting and business services firm BDO USA is acquiring the Fort Worth, Texas-based firm of Hartman Leito & Bolt, the firms announced on Wednesday.

Do clients ever tell you they’ve priced-shopped your services? Do they ever leave with no explanation, maybe because they were price focused? Or are you worried you’ll have to lower your prices or continue to forego increases in order to retain good customers?

In quiet conversations, the concept of holistic accounting is being examined and considered as the next major trend in client services. In a nutshell, holistic accountant addresses the client as a complete entity and seeks to help in meeting all of their business needs.

It's not a Big 4 firm, but Crowe Horwath LLP is gaining major recognition, being named as one of the best places to work in the U.S. and by local programs in Florida, Georgia, Illinois, Kentucky, Michigan, New Jersey, Ohio and Texas as well.