Firm Management June 17, 2026
Designing Your Ideal Accounting Firm Starts With One Question: What’s Actually Holding You Back?
Here are five steps firm owners can take to start building the accounting firm they actually want to run.
Firm Management June 17, 2026
Here are five steps firm owners can take to start building the accounting firm they actually want to run.
August 27, 2019
While organizational agility is often critical to a company’s success, change management can be challenging for companies to navigate, especially when implementing new technologies. Material weaknesses commonly arise when change management controls ...
August 27, 2019
The solution not only allows tax professionals to save time and resources but can help companies to proactively avoid overpaying their indirect tax liabilities. CogTax leverages optical character recognition (OCR), along with advanced machine learning ...
August 27, 2019
Here is a scammer and a buster from the BBB. Beware that you should never give our your personal information to someone you don't know over the phone. To learn more about scams, visit bbb/org/scamtips.
August 26, 2019
Based on a clearly defined tiered model that rewards success, five new partner tiers provide growing degrees of go-to-market enablement, incentives, funding, training, recognition and marketing support. As partners drive results, they obtain greater ...
August 26, 2019
The typical U.S. home is worth $229,000, up 5.2% from a year ago – this is the smallest annual appreciation since October 2015. Last year at this time, home values rose 7.7% year-over-year. Still, home values are up 0.3% month-over-month, an ...
August 26, 2019
, regulatory changes and more demanding clients, and it’s understandable if you’ve had little time to consider what’s ahead. These are created when the array of software, solutions and subscriptions you’ve deployed don’t play well together. One function of your firm could be using a customer relationship management (CRM) solution to handle interactions with clients...…
August 26, 2019
HLB, the global network of independent advisory and accounting firms, welcomes its newest member, HLB Belize LLP. Founded in 1984, HLB Belize is a professional services firm with expertise in audit & assurance services and has offices in Belize City and the Corozal Free Zone of the Belize-Mexico Border. Managing Partner, Claude Burrell says: “We...…
August 23, 2019
We generally assume that it is advantageous for a married couple to file jointly (MFJ) – it may almost feel natural to file a married filing separate tax return (MFS). That’s because filing joint returns comes with many well-known benefits, including a lower tax bracket at both the federal and state level, a larger standard...…
August 23, 2019
Haskell & White, one of the largest independent public accounting firms in Southern California, is pleased to announce the promotions of three key client service team members and an invaluable member of the firm’s back-office team. “Haskell & White is a big believer in giving our staff the opportunity to thrive,” said Managing Partner Wayne...…
August 23, 2019
This simple psychological loop is perpetuated by whether your business failed to meet, met or exceeded a client’s preconceived notions. In short, customer expectations define the client experience.
August 23, 2019
ith locations in Concord, Keene, and Lebanon, NH, Nathan Wechsler & Company, PA. serves clients who do business in nearly all 50 states as well as overseas “All of these promotions make for a very exciting time at the firm,” said Oreste “Rusty” Mosca, Managing Director of Nathan Wechsler & Company, PA. “These professionals have...…
August 22, 2019
In the last decade, buying habits have shifted dramatically to keep pace with new technologies. Though sales of printed books are experiencing a resurgence, electronic books have a solid market share; sales of streamed music now dwarf digital ...