April 17, 2015
Completely cloud based, Xero Practice Management offers tools that small firms can utilize to become more productive and more efficient, including a Document Management function, where users can store all documents in specific client folders.
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Tags: Firm Management
Firm Management July 11, 2025
CPA firms today need to be bold—and find every way to ensure their firm remains sustainable and successful. Be bold and make positive steps to become the firm you are meant to be.
Firm Management July 10, 2025
Leadership isn’t about titles or corner offices. It’s about people. It’s about showing up with integrity, putting others first and doing the hard work of bringing people together when it would be easier to divide.
Payroll July 9, 2025
Automation and AI-driven disruption is making reemployment harder, while many workers underestimate the role of AI in job loss.
Firm Management July 9, 2025
Becker leads the strategy and operations of BDO USA’s tax practice, which has more than doubled in size since 2019.
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.