Firm Management

Featured Articles

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May 21, 2021 

Diverse Faculty Attracts Diverse Students

The first Black CPA Ph.D.s and the professors who were mentored or inspired by them have played an important role in attracting generations of ambitious Black students to the profession.

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May 17, 2021 

A COVID Tax Season Post-Mortem for 2021

Running an accounting practice has always come with unique challenges, but the COVID-19 pandemic brought unprecedented challenges, as well as some less-obvious opportunities.

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April 23, 2021 

3 Reasons to Move Forward with Automated Payments Technology

There’s an old proverb that says, “The cobbler’s kids go barefoot.” Many CPA firms offer great financial management advice to clients, but are slow to act on process changes that can improve the firm’s bottom line. Manual billing and AR processes are recognized pain points for small and medium-size businesses, and accounting firms are no...…

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April 22, 2021 

One Third of Remote Workers Say No to Returning to Office Full Time

More companies are calling workers back to the office, but will they readily return? A new study by global staffing firm Robert Half shows that about 1 in 3 professionals (34%) currently working from home due to the pandemic would look for a new job if required to be in the office full time. What...…

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April 22, 2021 

Are You the Right Tax Professional for That New Client?

At the end of the day, building relationships with our clients and helping them succeed is our goal. These are just a few of the ways we like to ensure each client that comes to us is the right fit for their needs and ours.

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April 21, 2021 

3 Workflows that Every Accounting Practice Should Know

Every business owner knows that workflows are your company’s map to efficient teamwork and consistently quality results. For this reason, it’s worth your time and energy to make sure you’re getting your workflow right. Ideally, you want an efficient process where all business information can flow smoothly between your team members. Besides that, you’ll want...…

Shahram Zarshenas

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April 13, 2021 

What To Do Next? Too Many Options

Have you ever been to the grocery store already stressed, just looking for a simple jar of pasta sauce – only to find an isle filled with more options and choices, then you are prepared to face nor think about? We all have felt overwhelmed by the ...

Garrett Wagner

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April 9, 2021 

5 Tips to Optimize Firm Workflow

Now is a great time for your firm to take stock of what currently works in your firm, and what could use a little updating. Spending some time implementing a practice management strategy now can increase both efficiency and profits later.

Mary Girsch-Bock

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April 8, 2021 

Paying People Properly

The failure to correctly pay employees as required by the Fair Labor Standards Act (FLSA), as well as similar state wage and hour laws, causes the most frequently filed style of lawsuits by employees against their employers.

Richard D. Alaniz, JD

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