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
Firm Management November 13, 2026
Now is a good time to ask your team before you announce a new tool. These five questions will surface the problems that would otherwise show up three months after rollout.
Mergers and Acquisitions November 13, 2026
Top 75 firm SingerLewak says the merger with Egami & Ichikawa strengthens its presence in Hawaii and expands its ability to serve clients throughout the Pacific region.
Mergers and Acquisitions November 13, 2026
Capstone Accounting & Tax has merged with O2 CPA Consulting Group, an Albuquerque, NM-based firm specializing in complex tax matters, forensic accounting, and business advisory services.
Firm Management November 13, 2026
When partners fix everything, staff stop learning, partners stay stuck in production and good people leave. Here is how to break the pattern before busy season.
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.