Firm Management November 10, 2026
What to Tell Clients Who Ask About Overseas Bookkeeping and Admin Help
Overseas help works best when the work is repeatable, documented and measurable.
April 16, 2010
Client Portals: Gateway to the Future
You would have to be living under a rock to be unaware of the explosive growth of interest in client portals for accounting and tax practices. A number of forces are driving this interest — increased privacy protection regulations, improved vendor solutions and a better understanding of the value proposition. This article provides an in-depth…
April 16, 2010
Short Attention Span Theater: Popular Websites for the Accounting Community
Column: MarketingWorks
April 16, 2010
Red Wing Software — TurningPoint Accounting Software
800-732-9464www.redwingsoftware.com
April 15, 2010
SWK Technologies Achieves Sage Diamond Level Authorized Partner Status
Livingston, N.J., April 15, 2010 – SWK Technologies, Inc., a Sage gold-certified developer and business partner for more than 20 years, recently achieved Diamond Level Authorized Partner status – the highest level achievement for Sage business partners based on sales volume and outstanding client service. “Only a very small percentage of Sage’s business partners achieve...…
April 13, 2010
How Large Should PowerPoint Type Be … and Other Useful PP Tricks
How many presentations have you been to – or even produced yourself – in which the type was too small to read from across the room or there was too much on a slide to be able to read anything at all? This is a rhetorical question, of course, because we all have seen terrible...…
April 6, 2010
How’s Your Firm’s Website?
As technologically reliant as modern tax and accounting professionals are, it is astounding, at least to me, that about half of practices in the U.S. don’t even bother to have a website. Yet, that’s what our annual reader surveys and Productivity Survey continues to show, and both correspond with measurements made by the AICPA and...…
April 5, 2010
2010 Tax Season…Coming to a close
As the 2010 busy season comes to a close in a little over a week, I’m sure many of my fellow colleagues will take a few days to rest and relax. As for me, I’m planning a quiet trip with my wife to see our son in the Air Force. The weeks following busy season...…
April 2, 2010
Defining Success Leads to Opportunities
I wanted to build on Rick Telberg’s excellent story on CPA Trendlines on how business owners define success. According to research conducted by the Enterprise Council on Small Business, Rick wrote that “business owners surprisingly found that ‘satisfaction” was the primary way they defined success, followed by ‘growth.’ They asked business owners to define what...…