December 20, 2015
Despite its name, the system is a powerful workflow system for all areas of an accounting firm’s practice, not just workflow. The system offers a myriad of functions for tracking client engagements status, managing those engagements for productivity ...
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Tags: Technology
Firm Management February 26, 2026 Sponsored
Markets shift. Expenses creep up. Clients slow payments. And suddenly, “we’re busy” doesn’t always mean “we’re profitable.” In this 60-minute conversation, CPA Kelley Brubaker breaks down what economic resilience really looks like inside today’s accounting firms, and how leaders can stay profitable even when markets feel uncertain.
Firm Management February 12, 2026
Adam Goode, currently practice unit leader of consulting at Schneider Downs, will take over as CEO on July 1, as the Pittsburgh-based top 55 accounting firm transitions to a single CEO structure.
Small Business February 12, 2026
Based on a survey of U.S. small business owners, Xero's "Emotional Tax Return 2026 Report" confirms that financial stress isn't just confined to tax season but instead has become a year-round emotional burden.
Technology February 12, 2026
The integration makes it easier to automatically track trips, and create CRA- and IRS-compliant mileage reports.