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.
Firm Management December 11, 2025
Today, compliance isn’t enough to differentiate your firm. If you want to stay competitive, you need to focus on CX.
December 11, 2025
December 9, 2025
December 8, 2025
March 16, 2021
Although we tell you that the pandemic has created a significant shift toward offshore staffing, they are still biased and unsure about offshore staffing when we talk to accounting firms! Many firms have expanded their horizon now and have started looking at offshore staffing from a different standpoint. However, still, many of the firms have...…
March 16, 2021
“Even the IRS – faced with a significant mail processing backlog, a delayed start of the 2021 tax season, inundated phone lines, and a new round of COVID-19 relief payments – is overwhelmed. Denying a postponement of this filing and payment deadline ...
March 16, 2021
The many thousands of CPAs advising small businesses and non-profits have a front-line view of how a PPP loan has allowed their clients to remain in business. CPAs also experience clients’ challenges with the application and forgiveness process.
March 15, 2021
In 1943, Mary T. Washington Wylie became the nation’s first Black woman to earn the CPA license. Her life illustrates the difference that one enterprising professional can make for many future generations.
March 15, 2021
Effective Document Exchange, gathering, management, and distribution with clients is a significant friction point for many firms. Possibly because of the COVID-19 pandemic, client collaboration, workflow, and document management systems (DMS) came to ...
March 12, 2021
By shifting into the mindset of solution providers, we become consultants and facilitators rather than worrying about sales. But to make this shift, we are called to embrace the idea of probing our clients more deeply than their taxes or ...
March 11, 2021
Simpson also called upon Congress to extend the PPP application deadline by at least 60 days after March 31, 2021, citing urgent challenges facing small business and their CPA advisors, ...
March 11, 2021
AbacusNext will continue to be led by its Chief Executive Officer, Scott Johnson, and the other members of the company’s senior management team.
March 11, 2021
Lockstep, an accounting cloud developer, has announced the expansion of their leadership team with the new hires of Rosalyn Curato and Preethi Pragash. The news comes just weeks after the Seattle-based accounting platform closed its $10 million ...
March 10, 2021
In this version, the maximum payment is $1,400 per qualified individual or $2,800 for a couple. Previous payment amounts were for $1,200 and $600 per qualified individual respectively. In addition, payments are now available for all dependents, ...
March 10, 2021
Fujitsu has introduced the ScanSnap iX1600 with ScanSnap Cloud. ScanSnap Cloud integrates seamlessly with a variety of popular cloud services to provide a convenient and comprehensive solution for ScanSnap customers.
March 10, 2021
With the acquisition of Galvanize, Diligent will become the largest SaaS GRC provider. The combined solution with enrichment from Steele will enable an integrated GRC picture – from Audit, Risk, Information Security, Ethics and Compliance across the ...