Firm Management December 23, 2024
Does Your Firm Have a Data Strategy?
Data is at the core of incorporating AI and automation into your firm’s workflows. Without a deliberate data strategy, these initiatives can fall short.
February 26, 2019
Dean Sengstock, CPA — 36
Managing Director & Partner, RSM McGladrey, Inc. & McGladrey & Pullen, LLP Bloomington, MA Education: Master of Business Taxation, University of Minnesota – Carlson School of Management; BS University of Wisconsin – LaCrosse Professional Associations/Memberships: AICPA, MNCPA Hobbies: Golf, Snowmobiling, Travel and Reading Cell phone: iPhone Favorite app: Urbanspoon – I travel a lot and...…
February 26, 2019
Tanya Rose — 38
Director of Product Management – Tax Solution Set, CCH, a Wolters Kluwer business Riverwoods, IL Education: BA Communications, MBA, Roosevelt University Professional Associations/Memberships: PDMA (Product Development and Management Association); Pragmatic Marketing Certified, NAFE – National Association of Female Executives Hobbies: Time with my family, reading, snowboarding, boating & wakeboarding. Cell phone: iPhone Favorite app: The...…
February 26, 2019
Branding Your Firm on the Cheap and at Warp Speed
7831 By Scott Cytron, ABC Just reading the few words that make up this story’s headline, branding purists have already made up their minds that I don’t know what I’m talking about. After all, doesn’t branding take months to accomplish through a bevy of paid consultants who want you to spend a lot of money...…
February 26, 2019
40 Under 40 Fun Facts
Innovation is his middle name… Well, actually it’s Jason Blumer’s middle title. He is the Chief Innovation Officer for Blumer & Associates, CPAs, PC. The iPhones have it. More of this year’s 40 Under 40 Honorees use iPhones (17) than any other brand. BlackBerrys are second in popularity with 13. The new Android platform...…
February 26, 2019
5 Tips to Optimize Your Internet Use
4338 Over the past several months, I’ve been addressing issues involving “information overload” and how to more strategically use the communication tools and other technologies that seem to be increasingly controlling us and our time. From email to smartphones, general Internet usage, social media and instant communications like chat and text, we are seemingly inundated...…
February 26, 2019
Why Search Engine Optimization Matters
7984 Search engine optimization (SEO) is about marketing your accounting practice on the Internet by improving the volume and quality of traffic to your website from search engine results pages. In other words, it’s about getting your website found on the Internet when someone is hunting for your services by going to Google, Yahoo! or...…
February 26, 2019
The Mac-Friendly Practice
From the December 2010 Issue From iPhones and iPods to iPads and MacBooks, Apple’s lines of computers and other electronic devices continue to grow in popularity. While consumer technology publications have noted the increased adoption of Macintosh systems for personal use, the pages of this magazine have also occasionally delved into the Mac side of...…
February 26, 2019
BQE 2011 Executive Predictions & 2010 Year in Review
6062 RHONDA — These don’t have to go in this order… just what works best for the layout. About BQE Software Inc. BQE Software Inc. was founded in 1995, and has grown into the leading developer of time and expense tracking, billing and project management solutions for professional services firms. Its flagship BillQuick system...…
February 26, 2019
Thomson Reuters 2011 Executive Predictions & 2010 Year in Review
4780 Teresa Mackintosh, CPA.CITP Senior Vice President and General Manager, Americas — Professional, Tax & Accounting, Thomson Reuters Teresa joined Thomson Reuters in 1996, and is responsible for driving profitable growth of all software and services for the professional accounting market across the United States, Canada, and Latin America. Prior to her promotion to Senior...…
February 26, 2019
CCH 2001 Executive Predictions & 2010 Year in Review
7009 CCH 2010 Year in Review Across the entire suite of our solutions, CCH in 2010 invested in new and enhanced products, with great customer adoption and industry recognition. We continued to deliver innovative solutions to tax and accounting professionals, enabling firms to work anytime, anywhere. We delivered these new capabilities by building on our...…
February 26, 2019
Seven Tips To Help You Keep Work & Life In Balance During Tax Season and Beyond
It’s late January, which, for many accounting professionals (particularly those in public practice), means you’re ramping up for the busiest time of the year — 1040 season. Although not all firms focus equally on individual tax compliance services, there are few who are immune to this annual uptick in workload, since even those with...…
February 26, 2019
Peachtree: The Other Small Business Management Software Application
With Intuit claiming a retail market share of 85 percent or higher in the small business accounting software market (according to http://fi.intuit.com/whyconnect and http://bit.ly/INTU2QFY10), many accountants and clients assume that QuickBooks has a monopoly over the small business accounting space. Although some clients may find that QuickBooks meets their accounting software needs, practitioners should also...…