Firm Management

Featured Articles

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March 22, 2017 

6 PR Tips for Accounting Firms

A public relations effort is one of the best ways to build your firm’s brand as well as to gain thought leadership status for your partners and firm owners. Here’s a few steps, tips, and apps that can get your PR launch off to a great start.

Sandi Smith Leyva

 4 Ways Accounting Firms Can Reduce Risk During Busy Season

February 20, 2017 

4 Ways Accounting Firms Can Reduce Risk During Busy Season

Past practices for using temporary and part-time workers may not be adequate. Be clear on the scope of work each employee is able to perform as well as the level of oversight necessary to ensure accuracy. Integrate them into the workflow process to ...

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February 17, 2017 

2017 Review of Pulse – Cash Management Apps

Pulse is a cash flow app that allows business owners and accountants to keep track of cash flow for multiple companies. While not particularly strong in cash management analytics, Pulse does provide users with the ability to easily track and maintain ...

Mary Girsch-Bock

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February 17, 2017 

2017 Review of Xero – Cash Management

Xero is designed for small business owners and offers complete accounting functionality for its users. Xero offers three product versions; Starter, Standard, and Premium, with each version containing more robust functionality. Deployed online, each ...

Mary Girsch-Bock

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