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.
![logo-2-h[1]](https://www.cpapracticeadvisor.com/wp-content/uploads/2021/01/logo_2_h_1_.5ff490ecd4fa7.png){kind=logo}
January 5, 2021
Citrin Cooperman Acquires Los Angeles Accounting Firm Goren, Marcus, Masino & Marsh
Citrin Cooperman has acquired West Los Angeles professional services firm, Goren, Marcus, Masino & Marsh (GMMM), effective January 1, 2021. GMMM joining Citrin Cooperman will include the addition of 5 partners, 22 staff, and a fourth California office...
January 4, 2021
HK Financial Services Rebrands as Avantax Planning Partners, Keeping the Same Powerful Value Proposition for Accounting Firms
As part of the brand alignment, the in-house retirement offering that was formerly referred to as HK Financial Services Retirement Plan Services will now be referred to as Avantax Retirement Plan Services. It will continue providing full fiduciary ...
January 4, 2021
Another Virtual Event? Not with the Spatial Web
For accounting firm leaders, now is the time to start to research and experiment with these technologies. While your clients might not build their own Spatial Web, they will likely participate in it. When your clients inevitably start ...
December 29, 2020
The 3 Biggest Lessons From COVID-19 for Accounting and Finance Pros
This has been a year of unprecedented disruption and change, a lot of which will still be with us in the new year, as well. Remote work, for example, isn’t going anywhere. So organizations should be looking to proactively invest in tools and systems to...
December 29, 2020
How a Domain Name Change Impacts Search Rankings
You may have heard some buzz about the top-level domain “.CPA” promoted by the AICPA. It’s an exciting thought, but how might it impact your firm?
December 29, 2020
Reviews of Hosting Systems for Accounting Firms
As we all are dealing with the near universal push to remote in 2020, everyone has had to figure out overnight how to work virtually or remotely, and, for some, their tech stack made this conversion.
December 28, 2020
Accounting Firm Donates 140 Computers to Maine Teachers and Students
As one of the largest accounting and advisory firms in northern New England, Baker Newman Noyes routinely upgrades its technology inventory for security and efficiency purposes. Since the start of the COVID-19 pandemic, BNN has donated more than 140 ...
December 28, 2020
Robert Pike, CPA, Selected to Join NUCA Texas Board of Directors
Whitley Penn Tax Senior Manager, Robert Pike, CPA, has been selected to join National Utility Contractors Association (NUCA)Texas Board of Directors Board of Directors for a 1-year term (2021-2022).
December 28, 2020
AICPA Offers PPP Lending Portals for CPA Firms, Explains New PPP Provisions
The AICPA and CPA.com have been advising firms to reach out proactively to hard-pressed businesses and begin collecting key documents such as 2020 revenue, monthly payroll amounts, and the like. There are several new provisions in the $310 PPP...
December 28, 2020
Mind-Bending: The Move From Accountant to Advisor in 2021
If 2020 were any indication, 2021 may come with its own fair share of surprises. By sharpening our mental flexibility, we can be ready for what comes next and to reach farther, more easily and quickly. Just like we practice touching our knees, then our...
December 28, 2020
Companies Agree: High Growth Means Automation
Contrary to what many might expect, the pandemic has done little to damper optimism about growth at most companies. From right before the pandemic hit to today, accountants, bookkeepers, and companies in general continue to have a positive outlook for ...
December 28, 2020
What 2020 Taught Us About Remote Work
There is no bigger takeaway from this year than that cloud-enabled software is vital for modern businesses. The cloud has always been billed as allowing you to work from any device, at any place, at any time.