Firm Management December 11, 2025
Client Experience as a Growth Strategy: Moving Beyond Compliance
Today, compliance isn’t enough to differentiate your firm. If you want to stay competitive, you need to focus on CX.
September 19, 2021
Professionals on the Move – Sept. 2021
Professionals on the Move is a round-up of recent promotions and hires in the accounting space.
September 16, 2021
Iris Software Acquires Conarc
The move marks the next stage in IRIS’ mission to rapidly expand its foothold in North America, following the recent acquisition of Doc.It in July 2021. IRIS continues to expand its practice management and productivity solutions as CPA firms across ...
September 16, 2021
Baker Tilly Acquires Accounting FIrm Arnett Carbis Toothman, LLP in Mid-Atlantic
Leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly) announces its intent to acquire West Virgina-based accounting and consulting firm Arnett Carbis Toothman, LLP (ACT) and its subsidiaries. The combination will be effective Nov. 1, 2021.
September 13, 2021
Compliance or Advisory? You Can Do Both
Unless something drastic changes in tax law or financial regulations, your clients will continue to need tax returns and financial statements. These continue to be profitable areas in an accounting firm, even as advisory services take up a growing ...
September 13, 2021
My Daily Checklist
There are a several steps to keep in mind when creating a checklist that can get you through the day. (I've put these steps into a list….)
September 10, 2021
CRI Acquires N. Carolina Accounting Firm Sharrard McGee
Top 25 nationally ranked CPA and advisory firm Carr, Riggs & Ingram, LLC (CRI) has increased its investment in the state of North Carolina, expanding its locations to serve clients there through the merger of Sharrard, McGee & Co., P.A.
September 9, 2021
Workforce 2025: 3 Trends Shaping the Future of Accounting
It’s said that digital transformation is a journey rather than a destination. But it’s not all a smooth, consistent ride, as the pandemic has proven. It was digital technology that was forced into rescue mode as it helped us adapt quickly to ...
September 8, 2021
Events After COVID: The Good, The Bad, and Managing the Uncertain
While COVID-19 is still far from a thing of the past, it’s true that some aspects of life and business are starting to return to the way they used to be. Let’s talk about Accounting conferences, for example. With Scaling New Heights 2021 just around ...
September 8, 2021
Apps We Love – Sept. 2021: Personalization
The majority of apps are not personalized – you use the app as is, and if it doesn't do exactly what you want, you go out into the app universe and try to find something that is a better fit. But some apps are more flexible and they allow you to create...
September 8, 2021
Tech and Policies for Collaborating in the Hybrid Age
With the Delta variant and the end of summer ensuring that we’re still a long way off from “back to normal,” whatever that even means at this point, most firms will be dealing with a hybrid work environment for at least the rest of the year.
September 7, 2021
Professionals on the Move – Sept. 9, 2021
Professionals on the move is a round-up of recent promotions in the accounting and tax space.
September 7, 2021
Do You Really Work Too Much?
Even as we move into the so called “new normal”, one thing remains constant: working too much. Many accountants always have, and seemingly always will, work long and stressful hours.