Firm Management December 12, 2022
Your Firm and Your Providers
While a December column would frequently predict or suggest changes for the coming year, it is time to take a longer view.
December 9, 2022
The Technology Lab Podcast – Review of cdata – Dec. 2022
Randy Johnston and Brian Tankersley, CPA, CITP, CGMA review cdata, a universal data connectivity platform that enables more insightful analytics, integration and insights.
Firm Management December 8, 2022
Your Practice Management Playbook Part 3: How to Nail Your CX Using your Current Practice Management Solution
Tools in the accounting profession are commonly built on decades-old technology, which doesn’t make for ...
December 2, 2022
The Technology Lab Podcast – Creating a Backup Strategy – Dec. 2022
Brian Tankersley, CPA, CITP, CGMA and technologist Randy Johnston discuss specific steps small and mid-sized professional firms can take to develop a solid data backup strategy.
November 24, 2022
The Technology Lab Podcast – Review of Zoho Invoice – Nov. 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA, review Zoho Invoice, a free online invoicing system.
November 18, 2022
The Technology Lab Podcast – Review of SmartVault – Nov. 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA, review SmartVault, an all-in-one solution for online document storage and secure file sharing.
Firm Management November 17, 2022
Your Practice Management Playbook Part 2: How to Flatten the Tax Season Curve
How different would your firm’s tax season productivity be if every client responded on time, with no badgering or chasing required?
Firm Management November 9, 2022
Your Firm and Your Choices
What issues have you and your team dealt with or worked around in the last few months that you can work on over the next few weeks and months? What can you do now to improve client and firm experience? How can you adjust your firm’s capacity?
Firm Management November 4, 2022
The Practice Management Playbook, Part 1: The Right Single Portal
How Partners can Delegate with Control, Flatten the Tax Season, and Delight Clients and Staff.
October 28, 2022
The Technology Lab Podcast – Review of Doc.It – Nov. 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review Doc.It, a document management, workflow and portal solution for accounting firms.
October 21, 2022
The Technology Lab Podcast – Review of Dext – Oct. 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review Dext, an automation tool that collects receipts and invoices and integrates with small business accounting systems.
October 14, 2022
The Technology Lab Podcast – Review of PlanGuru – Oct. 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review PlanGuru, an intelligent financial analytics and forecasting system that helps businesses and nonprofits make better decisions.
Contributors
Amy Vetter
CPA, CITP, CGMA
Becky Livingston
Accounting & AI Marketing Consultant
Brian Tankersley
CPA, CITP, CGMA
Garrett Wagner
CPA, CITP, CEO and Founder of C3 Evolution Group
Jim Boomer
CPA, CITP, CEO
Ken Berry, JD
CPA Practice Advisor Tax Correspondent
Kristy Short, Ed.D.
Accounting Content Specialist
Mary Girsch-Bock
Contributing Writer
Randy Johnston
MCS, MCP
Roman Kepczyk
CPA, CITP, CGMA
