Firm Management

Featured Articles

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March 3, 2016 

Sageworks Debuts New Integration with QuickBooks Online

Accountants who use ProfitCents, Sageworks’ flagship financial analysis platform, or Sageworks Valuation Solution will be able to upload client data directly from QuickBooks Online without having to do any manual data entry.

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March 3, 2016 

Career Builders and Killers for CPA Firm Staff

Become known to the partners as someone who is reliable, can be counted on to do good work consistently and on time. If you are low on work, visit with managers and partners to get more work. Always be planning ahead.

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March 3, 2016 

How Unified Communications in the Cloud Can Help Tax Preparers

These seasonal businesses are extremely busy from the start of the new year all the way to the dreaded personal tax deadline of April 15. Tax preparing businesses quickly expand their workforce during tax season, oftentimes tripling the number of ...

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March 3, 2016 

Partner Summits Offer Strategic Planning for Accounting Firms

The two-day strategic planning events are aimed at principals from tax and accounting firms nationwide. They offer a unique opportunity for learning how to develop a more progressive firm with the help of profession-leading experts and visionaries ...

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March 3, 2016 

3 Tips for Accounting Firm Practice Management

It’s no surprise that the accounting industry and its professionals are focused increasingly on how global markets impact practice management and client service. But when asked about the top three concerns among accounting firm leaders ...

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March 2, 2016 

11 Ways Small Businesses Lose Employees

Employee retention is a big deal, as a high turnover rate leads to greater recruiting, hiring, and training costs, as well as a lack of continuity and experience.

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February 29, 2016 

5 Reasons to Formalize Mentoring Programs in Accounting Firms

Prior to the recession, young leader training and formal mentoring programs to support recruitment and retention were all the rage. Well, mentoring is more critical than ever, but for different reasons and in slightly different forms ...

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February 29, 2016 

How to Help Small Businesses Pick, Register and Protect a Name

There are numerous aspects that go into picking the right business name. From a marketing perspective, you’ll want something that’s memorable, easy to say, easy to spell, and conveys the business’ brand promise. From a legal perspective, it’s a little ...

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