Article

einstein1_10831633

December 18, 2012 

Doing Less May be More

From the January 2013 issue. The demands from clients, team members, and all of those around us continue to increase. In the name of great client service we often try to expand services to cover these demands, but is that the right strategy? Because technology has been a great enabler, we have been able to...…

Randy Johnston

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December 18, 2012 

Accountability – The Key to Firm Success

An overall strategic plan is important to chart the course for your firm’s future success. And individual game plans outline the roles each team member plays in achieving the firm’s strategic objectives.

Jim Boomer

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November 30, 2012 

Why Websites are the Place for Leads

Now that the Internet has made networking virtual, you can focus more on your business by having an online strategy to secure referral sources and get warm, and hopefully hot, leads.

Hugh Duffy

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November 26, 2012 

Is CRM Part of Your Firm’s Strategy?

Client relationships are the lifeblood of any accounting firm and should be maintained in an efficient, organized system. Too often, firms relay on a number of disparate back office systems to manage this critical information resulting in redundancy, inconsistency and missed opportunities.

Jim Boomer

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November 26, 2012 

How Client Accounting Fits Into Firm Workflow

The strategic decision to move outsourced client bookkeeping processes into the cloud offers accounting professionals a choice on how they will work with client information. Practitioners in the cloud experience a wide range of benefits, which include direct importing of transactions...

Brian Tankersley