March 13, 2015
iFirm is actually a cloud-based practice management system for small firms. So it goes well beyond the typical scope of CRM. iFirm is a project / engagement centric application that can be used to manage a client engagement from beginning to end. iFirm fi
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Tags: Firm Management
Mergers and Acquisitions July 27, 2026
Transcend will be the seventh firm to join Arax in 2026, further expanding the firm's presence across a nationally growing footprint.
Staffing July 27, 2026
The research also highlights continued changes in regional competition for experienced public accounting professionals.
Firm Management July 27, 2026
Included with the book is a companion assessment at theglennllopis.com/ec-assessment, so readers can gauge their progress by repeating the assessment over time.
Taxes July 24, 2026
Tax leaders need standardized filing processes that can withstand market volatility while creating intentional systems to preserve institutional knowledge before experienced professionals retire.
John is leading the design and launch of CPA Crossings new “Cloud Accounting Learning Center.” This is a comprehensive knowledgebase of training, news, information and community all revolving around the mission of helping practitioners to embrace the new 21st cloud based accounting services paradigm. Visit www.cpacrossings.com for more information.