Firm Management December 31, 2024
Professionals on the Move – Year-End 2024
Professionals on the move is a recap of recent promotions, hiring, and other staffing announcements from across the profession.
Small Business December 27, 2024
The Top Tax & Accounting News Stories of 2024
2024 saw major news events and ongoing trends that are significantly shaping the profession, including how professionals practice, how firms operate, and your business and individual clients.
Advisory December 27, 2024
Marketing Automation Strategies to Maximize Lead Conversion
Marketing automation offers you a dynamic approach to streamline lead nurturing, making the client acquisition process more efficient and personalized.
Advisory December 23, 2024
New Service Offerings to Grow Your Firm in 2025
Some services are a natural fit for CPAs. And although they might not be a part of their expected line-up, they are so closely integrated in business operations that it would almost be a disservice not to offer them.
Mergers and Acquisitions December 23, 2024
Platform Accounting Group Expands in Midwest
Platform Accounting Group announced two more firms have joined the group. Based in Indiana and Illinois, the additions expand Platform’s presence to the Midwest. Twelve firms have joined Platform this year, with a few more anticipated to join in January.
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.
Firm Management December 23, 2024
The Return to Work Controversy: What’s the Right Decision for Your Accounting Firm?
If you’ve settled into a hybrid environment, you may hear some backlash, but you may also have some excited staff members who enjoy being in the office.
Technology December 17, 2024
Bridging Change and Opportunity to Thrive in 2025
As many of us prepare for year-end and busy season while also balancing time off with friends and family during the holidays, it’s easy to push aside what’s just around the corner: 2025.
Staffing December 15, 2024
Professionals on the Move – Dec. 15, 2024
Professionals on the move is a recap of recent promotions, hiring, and other staffing announcements from across the profession.
Accounting December 13, 2024
Millennials to the Rescue? Bridging the Generational Divide in Accounting Leadership
Alright, fellow Millennials—remember when we were the “young ones” shaking things up, pushing for work-life balance, and making remote work sound like an innovation? Fast forward, and now we’re stepping into leadership roles. And suddenly, we’re not the fresh faces anymore.
Advisory December 13, 2024
The Accountant Trust Quotient: How Accountants Can Help Clients Build Trust in New Technology
The 'trust equation,' outlined in The Trusted Advisor by David Maister, Charles Green, and Robert Galford, is a formula that quantifies trust in professional relationships: take a person’s credibility, reliability, and intimacy and divides it by their self-interest.
Firm Management December 13, 2024
Springline Advisory and HM&M Advisory Partner for Financial and Business Services
Through this alternative practice structure, Springline Advisory will give HM&M greater access to the capabilities and geographic reach of larger firms without compromising the depth of relationships, care and service its clients know and love.