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.
April 15, 2021
Professionals on the Move: April 2021
Professionals on the Move is a round-up of recent advancements and hires in and around the accounting profession.
April 15, 2021
Avantax Welcomes Maestro Wealth Advisors, LLC
Maestro Wealth Advisors transferred to Avantax Wealth Management from broker-dealer World Equity Group, Inc., and from Retirement Wealth Advisors, LLC, Maestro’s former RIA, to benefit from the multiple layers of support Avantax provides, and the wide ...
April 13, 2021
What To Do Next? Too Many Options
Have you ever been to the grocery store already stressed, just looking for a simple jar of pasta sauce – only to find an isle filled with more options and choices, then you are prepared to face nor think about? We all have felt overwhelmed by the ...
April 9, 2021
5 Tips to Optimize Firm Workflow
Now is a great time for your firm to take stock of what currently works in your firm, and what could use a little updating. Spending some time implementing a practice management strategy now can increase both efficiency and profits later.
April 9, 2021
Key Issues for CPAs during COVID-19
There has been no such thing as business as usual since COVID-19 first arrived. Businesses of all kinds have had to adapt to a shaky economy and changes in finances. By navigating red tape, staying on top of financial aid opportunities and providing ...
April 8, 2021
Paying People Properly
The failure to correctly pay employees as required by the Fair Labor Standards Act (FLSA), as well as similar state wage and hour laws, causes the most frequently filed style of lawsuits by employees against their employers.
April 8, 2021
Accounting Firm PBMares Names New Partners
PBMares, LLP, a Top 100 accounting and consulting firm based in Newport News, VA, elected two new tax partners to the Firm. Ronald H. Pachino and Tracey Powell were each promoted to Partner, effective January 1, 2021.
April 8, 2021
Social Media Ad Buying Tips for CPAs
When it comes to expanding your firm’s brand reach, generating leads, or announcing a merger/acquisition, social media advertising should be an integral part of your marketing strategy.
April 6, 2021
What Is Your Long-Term Remote Work Strategy?
We see signs of people returning to the office. You may connect via video conference with a client, peer or solution provider and see their office space behind them rather than a home office. Maybe you’re back in the office yourself. It’s not exactly a “return to normal” but a gradual shift into the new...…
April 5, 2021
How Covid Changed the Accounting Profession for Good
As we reach the one year anniversary of stay-at-home mandates across the nation, it’s important to reflect on how COVID-19 has changed the accounting and tax industry as we knew it. For the past year, many of us have been waiting to return to “normal,” ..
April 2, 2021
Diversity, Equity, and Inclusion for the Modern Firm
The benefits of a diverse and inclusive workplace are numerous. Young people want to work for companies with strong values that reflect a DEI-focused approach to hiring and culture. Diverse workforces are also statistically proven to generate more ...
April 1, 2021
Client Experience for Today – Collaboration Is the New “Must Have”
From the April 2021 Issue. When did collaboration become a “must have?” While many milestone releases of products could be shown as the starting line, working simultaneously together on the same file is an attitude. It is different this decade than it was at any time before. While I still despise getting large documents via...…