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
Financial Reporting April 26, 2026
This solution enables firms to evaluate performance, identify inefficiencies, and unlock scalable growth opportunities.
Firm Management April 24, 2026
Professionals on the Move is a periodic round-up of recent promotions, leadership changes, awards, and other staffing announcements from aroundt he accounting space.
Firm Management April 23, 2026
The usual fixes—values refresh, culture audit, leadership training—miss the point. Culture is shaped by the small daily decisions CEOs make without realizing they're setting the tone.
Technology April 23, 2026
The HCM Agent is designed to improve efficiency and accuracy without reducing oversight, helping teams automate routine work while maintaining control over critical processes such as payroll and compliance.
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.