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.
March 10, 2021
Canopy Delivers Updates to Practice Management Software for the 2021 Tax Season
Canopy is also introducing a global inbox enabling accountants to view and manage all work emails in one place—from both clients and non-clients. In addition to this tool, Canopy will make it easy to create a task or contact directly from an email in ...
March 10, 2021
Tax Season Halftime Show Gives Firms a Break, Plus Chances at Prizes
The event was developed to offer firms and their staff a much-needed mid-season break, complete with high-value prizes and inspiring sideline reports from peer firms across the country.
March 10, 2021
AICPA Accepting Applications for Minority Student Leadership Workshop
The American Institute of CPAs (AICPA) encourages qualified students to apply for the 2021 Accounting Scholars Leadership Workshop (ASLW) being held October 13-15 in New Orleans.
March 9, 2021
Finance Employment Trends in the COVID-19 Era
There’s no question that the COVID-19 pandemic has redefined how we work and caused accounting and finance managers to rethink their recruitment, staffing and retention strategies. The changes may have been sudden, but many of them are ultimately ...
March 9, 2021
5 Reasons to Conduct a Retreat in 2021
Many CPA firms conduct annual retreats to keep them on track. With the pandemic, more firms need to consider holding a retreat to help them prepare for their future. Taking into account what we’ve learned over the past year, here are five reasons to ...
March 9, 2021
Apps We Love – March 2021: Games
We know you don’t work 24/7, even though sometimes it seems like it. When you take off your work hat, do you put your phone aside, or do you wind down by playing a few games? This “Apps We Love” article focuses on games, and the members of the ...
March 9, 2021
BKS Acquires Indianapolis Firm Hamernik
The national accounting firm BKD CPAs & Advisors has acquired Hamernik LLC, an Indianapolis-based consulting firm specializing in restructuring and business advisory services, effective March 1, 2021.
March 8, 2021
Breaking Up is Hard to Do: When to Part Ways With a Bad Client
So how do you know when it’s time to break up? We’ve compiled a list of some common high-risk client categories, along with some tips to help mitigate your potential exposure, short of ending the ...
March 8, 2021
Shelly Weir Appointed President & CEO of FICPA
In her role at the American Hotel & Lodging Association, Weir designed and executed programs that delivered career advancement opportunities and competency attainment for professionals in the hotel sector in order to strengthen the lodging industry ...
March 8, 2021
4 Keys to Successful Technology Planning
Technology is ingrained in virtually everything accountants do to run their firms and serve their clients. To take advantage of opportunities and position your firm for long-term growth, you need a good technology plan. When most of the firm is focused...
March 5, 2021
AICPA Comments on Proposed Regs to Establish User Fee for Requesting IRS Tax Closing Document
The closing letter is issued to an executor of a decedent’s estate for which a Form 706, U.S. Estate (and Generation-Skipping Transfer) Tax Return, or Form 706-NA, United States Estate (and Generation-Skipping Transfer) Tax Return ...
March 5, 2021
Anchin, Block and Anchin Opens Long Island Office
Anchin has long-served clients on Long Island and this new location will enable closer proximity to an increasing number of Anchin's clients, including high net worth families and individuals served by Anchin Private Client, throughout Long Island.