Firm Management

December 23, 2020 

Your work doesn’t stop with getting a prospect to say “yes.” The next thing to do is to help them become comfortable with your service as quickly as possible; you need to satisfy them by providing an excellent customer experience.

Shahram Zarshenas

December 22, 2020 

The move adds two Partners, Michael Iwanczuk and Mario Iwanczuk, to Buchbinder’s leadership team. They will continue to serve clients out of their current office in Columbia.

December 21, 2020 

Keep your clients engaged and informed, and get your potential clients interested in your firm by creating a website that visitors will happily visit on a regular basis.

Mary Girsch-Bock

December 21, 2020 

GetNetSet Websites for Accounting Firms www.getnetset.com From the 2020 reviews of website builders for accounting firms. GetNetSet creates custom websites specifically for accounting firms. Best suited for small to mid-sized firms looking for a custom website that is also reasonably priced, GetNetSet offers three plans starting at a very reasonable $29 per month. All plans...…

Mary Girsch-Bock

December 21, 2020 

Integer Tenenz www.getinteger.net From the 2020 reviews of website builders for accounting firms. Integer from Tenenz, is a good fit for small to mid-sized accounting that are looking for an effective marketing tool for their firm. Integer is a scalable application, with users able to switch to a different plan at any time. Integer currently...…

Mary Girsch-Bock

December 21, 2020 

CPAsites CPAsites.com From the 2020 reviews of website builders for accounting firms. CPAsites offers complete, custom website design and setup. Suitable for firms of any size, CPAsites offers four subscription levels to choose from including Platinum, Gold, Silver, and Bronze. All CPAsites websites are created from scratch, with no templates ever used in the website...…

Mary Girsch-Bock

December 21, 2020 

CPA Site Solutions www.cpasitesolutions.com From the 2020 reviews of website builders for accounting firms. CPA Site Solutions offers complete website design for accounting firms, and is a good solution for firms of any size. With four versions available, users can easily scale up to a more powerful version if necessary, with complete web design available...…

Mary Girsch-Bock

December 21, 2020 

CCH Site Builder Wolters Kluwer Tax & Accounting www.cchwebsites.com From the 2020 reviews of website builders for accounting firms. CCH Site Builder from Wolters Kluwer is best-suited for small to mid-sized accounting firms that use other CCH applications from Wolters Kluwer, although the application can also be used as a stand-alone website builder if desired....…

Mary Girsch-Bock

December 21, 2020 

Build Your Firm Accounting Website Packages Build Your Firm https://websites.buildyourfirm.com From the 2020 reviews of website builders for accounting firms. Build Your Firm Accounting Website Packages offers a variety of custom website building solutions suitable for firms of any size. Build Your Firm offers flexibility, with three website design plans available as well as three...…

Mary Girsch-Bock

December 7, 2020 

How many plans did you have in place for 2020 that never got addressed? For me, a year ago, I was about to cross the bridge into a new decade, and so my plans were more grandiose than in normal years.

Gail Perry

December 21, 2020  Sponsored

Intuit hosted its first virtual QuickBooks® Connect on Nov. 18, where the theme was “We go further together.” Thousands attended to take advantage of the many opportunities to grow, learn, and share. To help grow your practice and serve as a true advisory partner to your clients, here are the highlights of the product innovations...…

December 17, 2020 

Within a firm, every department is value-adding. By keeping up with your team and its tasks, nothing falls through the cracks, which results in a more efficient project workflows, cleaner & clear communication with clients, and a better experience for eve

Shahram Zarshenas