Accounting April 30, 2026
3 Things Accounting Firms Must Fix to Stop Losing Clients
Firms that retain clients all share a few simple habits, and the firms that lose clients tend to make the same preventable mistakes.
May 9, 2022
8 Steps to Finding the Right Software Solutions to Run Your Firm (Part 1)
The right software will save your accounting firm time, money, and frustration. But finding the right solution isn’t as easy as using the first product you come across on a Google search or using the same solution that your friend at another firm uses.
May 9, 2022
Three Steps to Building a Bulletproof Accounting Workflow Checklist
But are you using your workflow checklists to their fullest potential? Have you optimized your workflow checklists so you can delegate work to your team and ensure consistent, high-quality client deliverables without you being involved?
May 9, 2022
Friedman LLP to Join Marcum
The combined firm will operate under the Marcum brand and continue to be headquartered in New York City, with offices throughout the continental United States, China, Ireland, and Grand Cayman.
May 6, 2022
How Cloud Solutions Can Power Modern Accounting Firms
While cloud solutions were already becoming increasingly widespread across multiple industries, COVID-19 accelerated adoption as the way we work underwent significant lasting changes. However, cloud adoption has been noticeably slower among ...
May 5, 2022
Accounting Firms Facing Increased Cyber Threat
75% say they would be able to survive only three to seven days from a ransomware attack.
May 4, 2022
Getting “Social” to Maximize Client Relationships
More than 4.48 billion people are active on social media. That’s more than half of the world’s population. Your clients and competitors are already using social media, but are you?
May 4, 2022
RubinBrown Combines with JMW & Associates to Expand in Kansas City
JMW will join RubinBrown’s Private Client Services Group, which also offers high-net-worth individuals and families, family office groups, and their associated businesses, sophisticated, integrated, and confidential tax and wealth advisory solutions.
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May 3, 2022
MGO Broadens Presence in California by Combining with Eckhoff & Company CPAs and Advisors
In addition, the Eckhoff Wealth Management practice will be joining MGO’s wealth management affiliate, MGO Private Wealth. Bruce Frankel, Managing Partner of Eckhoff Wealth Management, will add his extensive financial planning experience and impressive...
May 3, 2022
6 Tips for CPAs Advising VC-Backed Startup Clients
Startups have unique needs and requirements, and startup founders face complex accounting and tax situations such as venture capital due diligence, cash flow management, compensation issues, and more. As CPAs it’s an exciting opportunity to provide ...
May 3, 2022
ImagineTime and Mango Billing Combine to Launch Mango Practice Management
The all-in-one practice management system is built on a completely modern technology stack and boasts a robust suite of practice management solutions and expands traditional practice management to include client onboarding, e-signature, and a unique ...
May 2, 2022
2022 Tax Season Review: The Good, The Bad, & The Ugly
The tax season is often measured by the revenues a CPA firm generates, so this time period is make-or-break for the whole year. Adopting a reliable, secure cloud-based platform designed especially for CPA firms will help reduce stress for tax preparers...
May 2, 2022
Stress Should be a Powerful Driving Force, Not an Obstacle
Stress will always be around, it’s up to you and how you deal with it, which will affect your mental and even physical health. Now is the perfect time to clear your mind, do some strategic planning, and begin making process improvements to find ways to...