Firm Management November 4, 2026
How Small CPA Firms Can Create Polished Marketing on a Budget
For small accounting firms, marketing often becomes the thing that gets squeezed between client work and deadlines.
December 20, 2016
Thomson Reuters Issues Report on Key Tax Developments of 2016
The comprehensive report covers more than 20 tax topics, including transfer taxes, education incentives, retirement plans, and foreign income and transactions. It addresses tax provisions scheduled to expire at the end of the year as well as those ...
December 20, 2016
Report Shows New Opportunities for Businesses to Use Technology to Connect With Customers
Today's small business owners have limited time and resources and wear many hats, from founder, to sales lead, to head of IT. Because of this, they often get stuck in day-to-day activities and fail to look at how to strategically apply technology to ...
December 20, 2016
What Drives Workplace Happiness?
Happiness at work is something nearly everyone wants, but it varies by an employee's age, gender and field, among other factors. This is one of the findings of a new comprehensive study of more than 12,000 U.S. and Canadian workers by Robert Half, in ...
December 20, 2016
CFOs Anticipate Slow Global Economic Growth
Chief financial officers attending Deloitte's 20th annual CFO Vision conference anticipate slow global economic growth and somewhat less — or no significant change to — international trade for the U.S., according to polling data obtained from a ,,,
December 20, 2016
Iowa Tops List of Best U.S. Drivers State-by-State
Iowa received first place due to its low insurance premiums, short commute times and less expensive auto repair costs. Ohio, Maine, Wisconsin and Vermont complete the top five states for drivers.
December 19, 2016
New Law Creates Stand-Alone HRAs for Small Employers
A lame-duck Congress has passed the 21st Century Cures Act, which was promptly signed into law by President Obama on December 13. The new law includes a slew of provisions for funding medical research and related reforms. Notably, for small business ...
December 19, 2016
What Traits Make a Positive Mentor and How to Find One in 2017
Take a holistic approach when determining the traits that you’re looking for in a potential mentor. There are some qualities that every mentor should possess, regardless of your personality type. On a base level, every mentor should help you take ...
December 19, 2016
Apps We Love: To-Do Lists
We like lists. It goes with the territory of keeping track of numbers and transactions and all the moving pieces of our and our clients’ businesses. As we approach the end of the year, resolutions to be more efficient and organized are often on our minds.
December 19, 2016
For a Definition of Value, Just Ask Your Employees
The first step is specifying value from the standpoint of the customer. Accounting firms have multiple customers. The easiest to identify are, of course, the clients who pay you. But as you begin to understand the core of Lean, you need to identify ...
December 19, 2016
Bill.com and QuickBooks Online Make Bill Payment Painless
Companies partner for a deeper integration to offer seamless online bill pay
December 19, 2016
CCH Axcess has Streamlined Sachetta & Callahan’s Tax Practice
It was not so long ago that the administrative work accompanying the annual tax preparation process was arduous at best. Most tax accountants except the very youngest among us can remember the file cabinets, the piles of papers and workpaper folders ...
December 18, 2016
Intuit Opens Up TurboTax for Third Party Developers to Add Apps and Services
Intuit Inc. has announced the launch of an open platform that will, for the first time, enable developers to engage with the nearly 28 million people using the company’s flagship TurboTax Online product. The launch of an open platform will drive ...