Firm Management

April 13, 2022 

Firms using OfficeTools, Zola Suite, AbacusLaw, and Amicus Attorney can now manage the entire billing, payments and collections process within their practice management platform where they also manage clients, projects and communications.

Accounting Technology Lab Podcast April 12, 2022 

Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review Pascal Workflow.

Brian Tankersley, Randy Johnston

April 12, 2022 

Having a somewhat "normal" tax season behind us certainly feels good. While it would be nice to have COVID behind us and the IRS caught up, these issues may be part of our "new normal." Unfortunately, staffing issues also seem to be part of the new ...

Randy Johnston

April 11, 2022 

With the current hot job market and low unemployment rate, what I’m talking about may be easier said than done. That doesn’t mean it’s impossible though! Here are five tips from my decades of firsthand experience plus the experiences of ...

Richard Roppa-Roberts

April 11, 2022 

New Mountain’s investment in Citrin Cooperman reflects the investment firm’s commitment to the financial services and governance, risk and compliance (GRC) sectors.

April 10, 2022 

Today’s accounting world faces an unprecedented challenge: How can firms scout and retain top talent from a perpetually shrinking pool of accounting professionals while avoiding undue burdens brought by inflation?

April 10, 2022 

Professionals on the Move is a round-up of recent promotions and hiring announcements in and around the tax and accounting profession.

Mary Girsch-Bock

April 8, 2022 

The advice an experienced tax and accounting professional has to offer can really make the difference in your success, not only in the area of business operations and optimization, but when planning and beyond.

April 7, 2022 

Technologies like Customer Relationship Management (CRM) tools can help FAs stay organized amid this demand—that is, if they leverage the tools to their full capabilities. While many advisors already maintain a customer database, these systems are ...

April 7, 2022 

These updates incorporate the best practices and approaches that have emerged over the last two years of the COVID-19 pandemic into the program, which remains among the most flexible in the profession. These updates are designed to maximize the ...

April 4, 2022 

Top-quality service isn’t a one-time deliverable, but a long-term habit. Make a point to consistently deliver more than what your clients are looking for and anticipate their needs. You’ll start to see more referrals than ever before.

April 1, 2022 

Having a steady income stream is critical to your survival when you’re a small business owner or self-employed – your bills can’t wait and you have to put food on the table. Even a single delayed payment can hurt. Multiple missed payments could well ...