Firm Management

Featured Articles

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December 9, 2015 

Southern California Accounting Firm Acquires Castle & Co.

Steve Castle, an established CPA with a broad range of clients from Phoenix to Seattle, has joined Haskell & White as its newest tax partner. He will work out of the firm’s Irvine, Calif., headquarters and perform a variety of business consulting and ...

 CPAs Want Innovative New Services to Aid Clients, Says Survey

December 8, 2015 

CPAs Want Innovative New Services to Aid Clients, Says Survey

Some 65 percent of ‘early majority’ firms – firms that have launched a cloud-based accounting practice or are actively advancing advisory services initiatives – say it is imperative to implement changes in the next 12 months, the survey found.

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December 8, 2015 

New Guide Helps CPAs Select Technology

The guide helps CPAs engaged in BPO to quickly locate the accounting software products most highly rated and commonly considered by their peers.

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December 4, 2015 

It’s Time To Smarten Up Your Conference Room

Although projector and screen setups are still quite prevalent in conference rooms across the country, we are seeing an increasing number of flat panel displays taking the place of this arrangement. Even though HD projectors are increasing in ...

Jim Boomer

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December 3, 2015 

5 Ways to Differentiate Your Firm From The Pack This Tax Season

In differentiating your firm, you can speak in greater detail about the focused services you offer and the value of those solutions to clients. Furthermore, you no longer have to communicate to the masses, but rather can directly target to the ...

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December 1, 2015 

CBIZ Acquires Pension Plan Consultant The Cottonwood Group

Founded in 2006, Cottonwood provides pension plan consulting, actuarial and investment services for institutional pension plans, retirement funds, endowment funds and foundations. Cottonwood has 15 employees and recorded approximately $3.1 million in ...

 Worker Productivity Surges For Some Before Holidays

November 22, 2015 

Worker Productivity Surges For Some Before Holidays

The survey also showed that late afternoon is when many workers experience a slump, with 29 percent citing 4 to 6 p.m. as their least productive time of day. Consistent with previous research, most employees seem to hit their stride between ...

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November 19, 2015 

Sage Launches New Cloud Solutions for Accountants

Accounting professionals are increasingly finding their services to be commoditized, leading to reduced revenues and profits. Accountants understand the importance of altering their pricing model to one that sets prices based on the value the client ...

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November 19, 2015 

2015 Most Powerful Women in Accounting

Each year, CPA Practice Advisor recognizes women professionals who have had the most impact on the profession, whether through day-to-day client service as a partner or senior member of an accounting practice, or by mentoring and guiding others.

Isaac M. O'Bannon

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