Firm Management

From the Dec. 2013 issue. Overview CCH Site Builder is the website creation tool from CCH, part of Wolters Kluwer.  The application is a template-driven website generator which allows firms to use a menu-driven application to create an internet presence for a firm.  Firms can either bring their existing internet domain name (e.g. firmname.com) to […]

Having a social media policy, and training employees to follow it, are critical practices for every firm. Even if your firm is not using social media, you still need a policy because your staff are using it in their private lives and they need guidelines to protect your interests and your firms’ reputation.

The Information Technology Alliance recently announced new members this week during the annual ITA Fall Collaborative. The organization is an independent professional association comprised of most of the nation’s top 30 accounting firms, premier technology consultants and leading technology vendors serving the accounting profession.

Winston Churchill once said “It is always wise to look ahead, but difficult to look further than we can see” which is applicable to many CPA firm partners that are so busy and focused on getting today’s work done that they seldom take the time to think about how they can improve their practices to operate more effectively in the future.

With cloud services, it is easier than ever to meet client demands and to set yourself apart from competing firms. While many firms are understandably resistant to change, the cloud’s benefits far outweigh the risks.

New Business Assessment Tool lets advisors objectively benchmark their practices, identify areas for growth

The most powerful women business leaders in the U.S., whether CEOs or in other senior positions, are proactively engaging external audiences and are also being acknowledged for their roles as effective leaders, according to an ongoing study by Weber Shandwick on how the most powerful women in business are engaging.

Like most practitioners, I had trouble successfully billing for post-filing work. The reasons are complicated. It’s often an issue of back-and-forth time with clients or the IRS/state taxing authorities.