Customer Relationship Management

September 5, 2014 

Is this the year of the Tablet? Has the mobile Internet finally arrived? What business purposes are served by using mobile Internet devices, and how can they help us serve clients better? Whether you are working with products from Apple, Motorola, BlackBerry, HTC, Samsung or a myriad of other providers, access to the Internet, and…

Randy Johnston

September 5, 2014 

Is the introduction of the Apple iPad and other tablet devices the dawning of a new revolution in information technology, or a more subtle evolution? They may not be as disruptive as all of the political revolutions going on around the world today, but tablets are poised to have a significant impact on the flow...…

September 5, 2014 

The larger an organization gets, the harder it is to separate the truly important information from the routine and mundane details that seem to consume our daily lives. Too often, the most important information is obscured by the volume of transactions flowing through our business management systems. Although tools like alerts and reports can show...…

Brian Tankersley

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...…

Gregory L. LaFollette

September 5, 2014 

“Here he goes again,” I’m sure you’re thinking. Here’s yet another column or article written for accounting consumption about how to use social media. I’m sensing you’re kind of tired of these pieces, right? The fact is, if you’re reading this column, it may mean you really are interested in how to improve your social...…

Scott Cytron

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...…

Doug Sleeter

September 5, 2014 

9208 Accountants are a special breed of people with above average intelligence, a genuine interest in helping people, and often a lot going on in their lives both professionally and personally. No, I’m not trying to butter you up; it’s simply an observation that we are busy people who can learn to use tools fairly...…

November 26, 2012 

Firms who recently saw a loss of clients are now looking to shore up and consider building again, not only building bigger firms, but building more successful ones.

May 28, 2012 

YouTube isn't just for entertainment, you can also put it to work to help promote you and your firm.

March 21, 2012 

BizActions is one of the largest providers of e-newsletter content and online marketing providers for accounting firms.

Isaac M. O'Bannon

October 6, 2011 

Now that extensions are behind us, and we are helping clients with tax planning, some of you are beginning to look ahead to the coming year and your own personal and business plans. Although a single article won’t necessarily help you build an entire business plan, a few ideas that are incorporated and well executed…

Randy Johnston

September 1, 2011 

As the regular readers of this column know, I like to reference rock’n’roll from the 70s. This time, as I sit down to write my column about listening to your customers, one of my favorite songs from the Wings comes to mind.

Rene Lacerte