April 17, 2015
Practice Management Workspace from Office Tools Professional is a time and billing software designed for small to mid-sized firms. The product uses a simplified user entry screen and offers excellent client management tools along with an intuitive ...
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Tags: Firm Management
Firm Management August 17, 2026
SoftwareClarity is an online platform to help accounting firm leaders confidently navigate the increasingly complex software marketplace.
Firm Management August 17, 2026
For firms managing tight deadlines during filing season, an ergonomics review is a low-cost, high-leverage way to protect staff capacity when it matters most.
Firm Management August 17, 2026
More AI isn’t always the right answer. In the financial profession, AI without guardrails can lead to disaster.
Advisory August 17, 2026
This part of the transition is easy to skip during a merger. But it shapes whether a potential client finds your firm in the first place.
Mary Girsch-Bock is a graduate of the University of Illinois-Chicago. She began her career as accountant and later made the switch to writing full time, concentrating on business and technology, with a focus on small business. A former QuickBooks beta tester, Mary has been a featured regular contributor to CPA Practice Advisor since 2002, and she has also been published in The Motley Fool, The Blueprint, and Property Manager.com. She currently writes a monthly accounting and technology-related blog for PLANERGY, and ghostwrites several blogs for various software companies.