March 13, 2015
Results CRM can fit very well in virtually any small business or accounting practice. If your organization uses QuickBooks, the integration is very deep and can really enhance your ability to maintain a good grip on all of your client or customer activity
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Tags: Firm Management
Firm Management August 12, 2026
Koltin Consulting Group ranked No. 2,117 in the list of the fastest-growing private companies in America, based on revenue growth over the past three years.
Firm Management August 12, 2026
What clients need now, and what AI cannot manufacture, is someone asking the question they didn't know they had.
Firm Management August 11, 2026
To transition a practice from general compliance to specialized advisory, firm leaders must first insulate themselves from low-value administrative friction.
Accounting August 11, 2026
AICPA News is a roundup of recent announcements from the American Institute of CPAs.
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.