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 13, 2026
Based in Bangalore, Finactro is an accounting advisory and finance outsourcing firm founded by former Big Four professionals.
Firm Management July 13, 2026
Most AI tools available to firms today are sophisticated question-answerers: you ask, they respond, and the work of applying that answer is still yours.
Firm Management July 13, 2026
Instead of asking how automation can optimize firm overhead, firm leaders must challenge themselves to ask a more transformative question: How can AI provide real-time, proactive growth strategies that directly benefit your clients?
Accounting July 13, 2026
The 40 Under 40 Awards spotlight the top practicing public accountants, educators and thought leaders who are leading their profession. Deadline is Nov. 2, 2026.
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.