March 13, 2015
iFirm is actually a cloud-based practice management system for small firms. So it goes well beyond the typical scope of CRM. iFirm is a project / engagement centric application that can be used to manage a client engagement from beginning to end. iFirm fi
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Tags: Firm Management
Staffing March 11, 2026
The rapid rise in the use of AI tools by job seekers is creating new challenges for employers.
Firm Management March 11, 2026
Intentional succession starts with the lived, operational vision that shows up in how you lead, invest, promote, and make tradeoffs.
Firm Management March 10, 2026
What began as a firm with fewer than five practitioners and $600,000 in revenue in 1976 has today blossomed into a multi-faceted consulting business generating annual revenue of $23 million.
Firm Management March 9, 2026 Sponsored
Many accounting firms lose thousands of dollars each year due to outdated payment systems and inefficient accounts receivable processes. Merchant fees, manual collections, and limited billing automation can quietly reduce margins while increasing administrative workload.
John is leading the design and launch of CPA Crossings new “Cloud Accounting Learning Center.” This is a comprehensive knowledgebase of training, news, information and community all revolving around the mission of helping practitioners to embrace the new 21st cloud based accounting services paradigm. Visit www.cpacrossings.com for more information.