Latest Articles

February 20, 2020 

I’ve started working with my clients to help them develop 10-year personal finance plans for the new decade and have quickly found how few people really, seriously look that far ahead. And while 10 years isn’t a lifetime, it’s a good place to start ...

Gail Perry

February 19, 2020 

Accelo www.accelo.com From the 2020 reviews of CRM systems for accounting firms. Accelo offers a variety of applications designed for numerous niche markets including accounting firms. Completely online, Accelo allows accounting firms to easily manage all of their business operations using a single, unified platform. Not just a CRM, Accelo includes complete database management as...…

Mary Girsch-Bock

February 19, 2020 

Today, many accounting firms have ramped up marketing programs for their firm, including a more prominent social media presence, more aggressive direct mail advertising, and increased email marketing campaigns hoping to drive new business to their firm.

Mary Girsch-Bock

February 19, 2020 

In creating the list, Forbes partnered with data analysis and market research firm Statista to survey more than 1,800 CPAs, enrolled agents, tax attorneys, accountants and CFOs from across the United States on both the tax/accounting firm and client ...

February 19, 2020 

ResultsCRM Abacus Next www.abacusnext.com/software/CRM/results From the 2020 reviews of CRM systems for accounting firms. Designed for small businesses and accounting firms that use QuickBooks Desktop or QuickBooks Online applications, ResultsCRM offers complete bi-directional CRM capability between the application and QuickBooks Online, QuickBooks Desktop, and Microsoft Outlook, eliminating the need to enter data twice. ResultsCRM is...…

Mary Girsch-Bock

February 19, 2020 

Insightly CRM www.insightly.com From the 2020 reviews of CRM systems for accounting firms. Insightly CRM from Insightly offers complete CRM capability designed for both product sales as well as service businesses. Insightly CRM is an online application that offers easy navigation. A mobile app is also available for both iOS and Android devices, offering features...…

Mary Girsch-Bock

February 19, 2020 

While you may not be interested in implementing a complete CRM application in your firm right now, here are a couple of options to consider if you wish to get a better handle on managing your current clients.

Mary Girsch-Bock

February 19, 2020 

Zoho CRM www.zoho.com From the 2020 reviews of CRM systems for accounting firms. Zoho CRM is a solid online CRM application well designed for businesses of all kinds, including accounting firms, although it is better suited for businesses that sell products. Zoho CRM offers four plan levels, with a basic plan available at no cost....…

Mary Girsch-Bock

February 19, 2020 

The members of the Accounting Thought Leader Symposium have elected David Cieslak, CPA.CITP, CGMA, GSEC, accounting technologist and chief cloud officer and executive vice president with RKL eSolutions, into CPA Practice Advisor’s Accounting Hall of Fame. The announcement was made during a presentation at the 2020 meeting of the Thought Leader Symposium, an accounting think tank...…

Gail Perry

February 18, 2020 

Private sector employment increased by 291,000 jobs from December to January according to the January ADP National Employment Report. Broadly distributed to the public each month, free of charge, the ADP National Employment Report is produced by the ...

February 18, 2020 

We live in an era of convenience, and that goes for meetings as well as everything else. There’s simply no excuse to insist that everyone gather in person for a meeting, nor is there reason to be frustrated with the chaos of a conference call when too many people are on the line, like the...…

Gail Perry

February 17, 2020 

We are in the business of building relationships. No matter how advanced technology becomes, at the heart of the accounting profession, we are people of our people—our clients. That means face-to-face meetings with clients are still (and will likely always be) a mainstay component of a firm’s business model. And now well into busy season—the...…

Darren Root, CPA, CITP, CGMA