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.
October 7, 2020
Corvee Launches to Grow, Build and Optimize Tax and Accounting Firms
The company’s tax planning software is currently in beta testing. The new software release will allow users to scan their clients’ tax returns, collect vital information via custom questionnaires, analyze estimated tax savings and prepare tax plan ...
October 6, 2020
Does Your Firm Have a Clear Communication Vision?
2020 has been such an unusual year that I did not expect to have such a pleasant Labor Day weekend. After spending one on one time with my oldest daughter, we reaffirmed something that many of you may mistakenly take for granted.
October 6, 2020
BDO Acquires Insurance Claim and Valuation Firm Quantum
Quantum Global Advisors is one of the largest property claims consulting practices that specializes in all property insurance categories, including business interruption claims process and forensic loss analysis. In its more than seven decades of ...
October 5, 2020
Innovating When Things are Normal is Better than Forced Innovation Under Stress
When we are back to whatever the new normal is, eventually there will be some return to offices. But the workforce with also see a continued and growing distribution of staff and clients.
October 2, 2020
Prime Global Named Top Accounting Firm Association
The International Accounting Bulletin noted “The competition was strong, and the judges selected PrimeGlobal for its exceptional year under new leadership, restructuring its global governance and delivering strong growth of over 10 per cent.
October 2, 2020
Accounting Firm Friedman Launches New Diversity and Inclusion Inititatives
As part of firm’s “community” pillar, Friedman is proud to announce a recent donation to the Council of Urban Professionals (CUP). This donation will be used in support of CUP’s mission of inspiring, elevating and empowering the next generation of ...
October 2, 2020
Accounting Firm Nathan Wechsler Announces New Senior Manager
The regional accounting firm of Nathan Wechsler & Company, PA is pleased to announce the promotion of Ashley Major, CPA.
October 1, 2020
Boo! 12 Social Media Tricks to Avoid
Social media doesn’t have to be scary. By mixing a potion of entertainment with education, you are providing valuable information in a way that makes people want to come back for more.
October 1, 2020
How To Make Work Flexibility Work For Your Company
It’s worth revisiting your work-from-home policy from time to time to see what is and isn’t working. Ask for feedback and ask for what problems it’s causing people. Always be sure to iterate and test new ideas out to see if you can...
September 30, 2020
Transforming Accounting Services Personnel to a Client Advisory Mindset
From all indications, the transformation of the accounting profession to a more advisory focus is already well under way. Taking a learning organization approach will help ensure that your firm develops a comprehensive client advisory mindset.
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September 29, 2020
5 of the 37 Things I’ve Learned from Binge-Watching “Lucy”
We can all agree on one thing: our new way of living is stressful. We’re being bombarded with new information about COVID-19 every day, we’re isolated from our friends and family, and we’re hearing bad news about our loved ones over social media.
September 24, 2020
How to Build a Highly-Profitable Client Accounting Services (CAS) Practice in 90 Days
Any accounting firm that’s serious about giving clients what they need and value - and raising their own relevance and bottom line - can’t afford to lose out on the tremendous opportunities created by Client Accounting Services (CAS).