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 September 9, 2026
Almost half of the top 30 U.S. CPA firms had some form of private-equity investment or alternative practice structure.
Technology September 9, 2026
We stand today at the start of the third era, and for the first time since the cloud transition, firms are actively re-evaluating their core technology stack.
Firm Management September 9, 2026
The five top trends reshaping what buyers consider an attractive middle-market business, from recurring revenue and cash generation.
Accounting September 9, 2026
Peachway will lead financial strategy and operations for the firm. She has more than 20 years of experience.
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.