Latest Articles

August 31, 2011 

For firms new to marketing, it’s best to take it one day (and project) at a time Marketing is starting to get its due attention in the profession. Firm leaders understand the importance of consistent, frequent communications with prospects and clients in order to grow a successful, profitable business. However, while many are stoked about...…

Kristy Short, Ed.D.

August 31, 2011 

In Daniel Pink’s popular book, “A Whole New Mind: Why Right-Brainers Will Rule the Future,” he discusses the seismic shift in thinking and service from the left-brained logical thinkers to the right-brained non-linear holistic thinkers. The first group thinks in order, the latter thinks outside of the box. This book is really an eye-opener and...…

Jason Blumer

August 30, 2011 

The sudden death of the HP Touchpad tablet sparked a firestorm this week that only got worse when the company dropped the price to only $99 and sold off nearly all of the rest of its inventory. Granted, the Touchpad was at best a lackluster me-too product in a field that has now become saturated....…

Dave McClure

August 30, 2011 

Businesses don’t necessarily need visionary leaders like recently retired Apple Inc. Chief Executive Steve Jobs or even deep pockets to be innovative, concludes a Wall Street Journal article this week. Rather, management experts say companies big and small may be able to generate ideas by soliciting input from all levels of an organization and allowing...…

Angus Loten, Sarah E.

August 30, 2011 

Event Date: Wednesday, Sept. 7, 2011 CPE: 1 hour

August 25, 2011 

Listen to Darren and Randy discuss the benefits of some new technology equipment and hardware … as well as new cloud solutions that could be helpful to your firm and your small business clients. You’ll learn more about: MacBook Air 2 Big changes in the phone market Canon’s 150 series scanners Asus UX21 – Thinnest...…

August 25, 2011 

Suddenly, it may be that the emperor is not wearing any clothes.

Dave McClure

August 25, 2011 

Abandoning old biases, Manning transformed payroll from a hassle into a hellavalota opportunity and future profit. For years, Sean Manning, CPA and president of Manning & Company, PC, held fast to the notion that payroll was more of a pain than a profit-surging service. And he wasn’t alone — most practitioners felt the same way…

Kristy Short, Ed.D.

August 25, 2011 

With all the talk surrounding portals these days, sometimes we can forget about the importance of real-life, one-on-one face time with our clients. Portals and digital processes have certainly propelled firms in terms of efficiency — there’s no denying the necessity of technology. But in the same breath, I ask you, “Are we losing touch...…

Darren Root, CPA, CITP, CGMA

August 24, 2011 

Social media websites like Facebook, Twitter and LinkedIn have been around for several years now, and we’ve covered the subject as it relates to professional tax and accounting firms several times. But a recent Forbes article (10 Myths about Social Neworking for Small Business) reminded me that even when faced with sound logic, adaptation can...…

Isaac M. O'Bannon

August 23, 2011 

Join Randy Johnston and Darren Root on the latest episode of Tech2Go as they discuss moving your firm to the cloud.   Tech2Go is a fast-paced roundtable monthly podcast featuring discussion with CPA Practice Advisor Executive Editor M. Darren Root, CPA.CITP, and regular columnist Randy Johnston. These thought leaders and their special guests tackle current...…

August 23, 2011 

Smart investors have long understood the value of rebalancing — bringing their mix of stocks, bonds and other assets back in line on a regular basis. But this article from SmartMoney asks when the markets threaten to throw that mix out of whack on a daily basis, what’s an avowed rebalancer to do? Read full...…

Sarah Morgan