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Firm Management

July 2018 Firm Management Channel


Firm Management Social Media:

Can Your Receptionist be a Profit Center? Firm of the Future.

3 Steps to ID and Fix Bottlenecks in Firm Workflow. Thomson Reuters Blog.

What a Great Succession Plan Looks Like. Rosenberg Blog.

Benchmarking Your Firm Against Others. Karbon Blog.

3 Tips to Help Clients Through Hurricane Season. AICPA Insights.


Top Firm Management News:


How to Win the Digital Transformation Race. Digital leaders employ a holistic, adaptive approach to meet evolving customer, marketplace and regulatory needs.

It’s Time to Consider Client Portals. Though secure digital alternatives are available, many organizations still rely on the exchange of paper documents, faxing, or email attachments to exchange these sensitive documents.

Russian Hackers Targeting U.S. Accounting Firms. With most firms using relatively similar software and service providers, a flaw found in one system can be easily replicated in countless others.

California CPA Society Gets New Chair. Sharpstone previously served as CalCPA’s first vice chair. He is an assurance partner with BDO United States’ Los Angeles office. Launches Accountant Resource Center. The resource center provides actionable training, templates, and advice in key areas including internal and external product training, sales and marketing, and client onboarding.



See inside July 2018

Changes Coming to the Meals & Entertainment Deduction

The Tax Cuts and Jobs Act was signed into law on December 22, 2017 and represents the most extensive tax reform legislation we’ve seen in 30 years. These sweeping tax law changes impact many taxpayers, including individuals, businesses, estates and ...


2018 Review of Nonprofit Accounting Software

One of the most common misconceptions is that nonprofit software is only useful for larger organizations; that smaller nonprofits can easily use standard accounting software. The truth is, while the needs of smaller nonprofits are less complicated ...