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 3, 2021
Stay 3 Steps Ahead: Actionable Tips to Help You Prepare for a Turbulent Tax Season
As you gear up for tax season, it’s also a good idea to assess your strengths and weaknesses organizationally. This year, perhaps to a greater degree than ever, I predict the demand for strong, experienced finance leaders who can navigate the C-suite...
March 2, 2021
AICPA Says PPP Needs to Be Extended
The American Institute of CPAs (AICPA) has called upon Congress to extend the Paycheck Protection Program’s (PPP) March 31 loan application deadline. AICPA believes that Congress can still support small businesses and non-profits by ...
March 2, 2021
BDO Acquires Digital Marketing Strategy Firm DemandGen
Dedicated to meeting the specific needs of the middle market and enterprise clients as they navigate disruption, BDO Digital offers clients a holistic portfolio of technology and transformation strategy capabilities, tailored by ....
March 2, 2021
AICPA Urges IRS to Extend 2021 Tax Deadline
In a letter sent earlier last month, the AICPA called attention to the hardship that millions of taxpayers and tax practitioners are facing while making good faith efforts to comply with their tax obligations. The AICPA called for relief from ...
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March 2, 2021
CLA Expands Accounting Practice to Nashville
CLA already has a growing number of clients in the Nashville market, creating more than $3 million of volume to date. To manage the business and CLA’s regional efforts, the firm also announced a few key relocations to Nashville.
March 2, 2021
Beatrix Bernauer Named Chief Risk and Compliance Officer at Grant Thornton
In the role, she will design and execute the firm’s enterprise-risk management program and practices, including frameworks and methodologies to support effective risk identification, assessment, mitigation and monitoring.
March 2, 2021
Regulatory Risks Surge for Financial Firms Due to Remote Work With Intensified Use Of Digital Communications
"Firms are facing an urgent need for much more comprehensive supervision of the broadest possible array of digital communications and collaboration tools," continued Marsh. "Regulators have made it clear that failure to do so will trigger significant..."
March 1, 2021
The Tops Skills Financial Planners Need to Succeed
The pandemic has presented challenges to planning firms and clients alike. Earlier this year, thought leaders in the financial planning space gathered online for the AICPA’s 2021 Personal Financial Planning (PFP) Summit to discuss best practices for ...
March 1, 2021
Lowenstein Sandler Expands Tax Practice
The new group has extensive experience representing funds, corporations, and family offices and high net worth individuals with investments and philanthropic initiatives around the world. They advise on tax issues and controversies involving fund ...
March 1, 2021
To Post or Not to Post? Choose Wisely, Your Firm’s Reputation Relies on It
Social media can be a rewarding place for accounting firms – it provides a platform to build relationships with customers and prospects and, ultimately, grow revenue. And the benefits have never been greater. In fact, a recent study from Sprout Social ...
March 1, 2021
Developing a Social Media Crisis Communication Plan
When it comes to social media risk, you might think about hacking and incorrect/inaccurate company page posts. But, that’s not the only kind of social media risk. Here are some others.
March 1, 2021
Why Your Firm Needs a Realistic Succession Plan
If 2020 taught us anything, it’s that you never know what can happen in life, and the same is true when it comes to your practice. Have you prepared your firm for the future by cultivating a realistic succession plan?