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February 19, 2020
While you may not be interested in implementing a complete CRM application in your firm right now, here are a couple of options to consider if you wish to get a better handle on managing your current clients.
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Firm Management May 12, 2026
Many professionals are now simultaneously managing peak career demands and significant caregiving responsibilities.
Firm Management May 12, 2026
The partnership brings together two essential components of the high-margin, modern firm model.
Mergers and Acquisitions May 12, 2026
The top 20 firm said Tuesday it has acquired Sharff, Wittmer, Kurtz, Jackson & Diaz PC, a Coral Gables, FL-based accounting and advisory firm serving privately held businesses and high-net-worth individuals.
Mergers and Acquisitions May 12, 2026
The move adds expertise in inbound and outbound international tax consulting, estate and trust matters, and complex planning for high-net-worth individuals and their businesses to Alan Whitman-led Nichols Cauley.
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.