February 26, 2019
RootWorks … Super-charged! RootWorks launched in 2008 with a primary focus on providing small accounting firms with a single, expert source for technology, best practices, and branding and communications support. Within the last year, we have super-charged RootWorks by recalibrating our service model to offer broad membership options. Depending on the membership level, our customers...…
February 26, 2019
September 5, 2014
September 5, 2014
September 5, 2014
September 5, 2014
February 26, 2019
RootWorks … Super-charged! RootWorks launched in 2008 with a primary focus on providing small accounting firms with a single, expert source for technology, best practices, and branding and communications support. Within the last year, we have super-charged RootWorks by recalibrating our service model to offer broad membership options. Depending on the membership level, our customers...…
February 26, 2019
7511 characters Many professional accounting practices have developed client specialties, especially in common vertical markets such as construction, agriculture, hospitality, retail, technology and medical practices. Becoming familiar and an expert with the specific accounting and regulatory needs of a particular type of client adds great value to the practice, because it offers a powerful edge...…
September 5, 2014
Lou Fuoco, Fuoco Group, Certified Public Accountants and Business Advisors The Fuoco Group isn’t your average tax and accounting firm. On one hand, you have the quirky and out-of-the-accounting-box “shall we dance” marketing theme, and on the other you have a collective expertise that spans a broad accounting repertoire. But what really differentiates the firm...…
September 5, 2014
Giving you practical, leading-edge technical guidance is one of the key reasons for this column’s existence. As you have noted from other columns and features in this issue, there are several topics that affect document and accounting access: Document Management products, SaaS Small Business Accounting products, Small Business Specialty products, and Workflow, which is one...…
September 5, 2014
Those of you who are “chronologically challenged,” as am I, will remember the bad old days of pink “While U Were Out” slips, Franklin Planners and multiple phone calls through secretary-controlled switchboards. Fortunately, we now have Outlook, smartphones and direct inward dial telephone systems … and that’s just the beginning! Today’s modern practitioner is making...…
September 5, 2014
Column: Successful Small Business Consulting From the April/May 2011 issue One of the most important skills consultants must perfect is the way in which we communicate with others. When someone cannot communicate clearly or efficiently, that person loses the respect and trust of clients, coworkers, bosses, and really everyone around them. So since your success...…
September 5, 2014
?9222 In economic climates such as this, when jobs are somewhat scarce, markets are in flux and retirement can seem so far away, it’s natural for some to cling to what levels of stability they have, whether it’s Linus and his “security blanket,” or a comfortably permanent job as an in-house accountant for a large...…
January 22, 2013
The BMRG Group Advisory Program announced today its sponsors for 2013.
September 27, 2012
Most accounting software has long since moved to the Cloud, giving up the every-other-year upgrade cycle and the quarterly updates that used to be the mainstay of the industry.
September 7, 2012
Finding a new supplier is a task that your clients should not take lightly. If the contract is high-value or if the deliverable is instrumental in your client’s operations, the selection process should involve significant time and financial analysis to ensure that the right supplier is contracted. Although the supplier will principally be graded on...…
January 3, 2012
As a tax and accounting professional, your clients already trust you to provide professional tax advice that is in their best interest, so why do you keep referring your clients to another financial professional for investment services?
November 22, 2011
Tax and accounting professionals who start their own firms from scratch face benefits and significant challenges. On the pro side, they have the opportunity to build the firm as they wish, from internal practices to staffing and management styles. Of course, there can be significant startup costs, and the firm starts with a client roster…