March 13, 2015
Zoho is a great solution for organizations that are serious about establishing a comprehensive process for tracking and managing all contact / client communications. The scope of features available with Zoho exceeds the needs of most organizations. Ideall
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Tags: Firm Management
Accounting September 13, 2026
The judgement work firms assume dominate the close usually takes less time than the data handling surrounding it.
Payroll September 11, 2026
80% of Gen Z have changed their personality to fit workplace culture; 75% say their workplace personality differs from everyday life.
Firm Management September 11, 2026
Each chapter closes with a Take Away (the lesson distilled to one sentence) and a Take Action (one concrete, immediate step)
Technology September 11, 2026
CPA firms have strong incentives to move quickly on AI, but speed without behavioral design creates a patchwork: enthusiasts sprint ahead, worried professionals hold back, and quiet users invent their own rules.
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.