Firm Management

CPE Webinar: Building economic resilience: How accounting firms can stay profitable when markets shift

Firm Management February 26, 2026 

CPE Webinar: Building economic resilience: How accounting firms can stay profitable when markets shift

Markets shift. Expenses creep up. Clients slow payments. And suddenly, “we’re busy” doesn’t always mean “we’re profitable.” In this 60-minute conversation, CPA Kelley Brubaker breaks down what economic resilience really looks like inside today’s accounting firms, and how leaders can stay profitable even when markets feel uncertain.

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September 21, 2020 

2020 Review of PSIsafe from PSIGEN

PSIsafe PSIGEN www.psigen.com From the 2020 reviews of Document Storage and Document Management systems. After its purchase of both Cabinet SAFE and Cabinet SAFE Cloud in 2017, PSIGEN introduced a new product: PSIsafe. Well-suited for mid-sized and larger companies, PSIsafe offers excellent document management solutions for a variety of business types, including financial services companies,...…

Mary Girsch-Bock

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September 21, 2020 

Grant Thornton Launches alyx Platform

The alyx platform uses a ‘concierge-enabled’ system that, while automated, methodically shares business problems with teams of subject-matter specialists and technologists. These teams subsequently develop solutions by combining know-how in ...

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September 18, 2020 

Repetition and the Way of the World

How often do we start and end our days in the same fashion? Our personal groundhog days see us rising at a particular time, checking on the weather either electronically or by peeking out the window, cleaning, dressing, and ...

Gail Perry

CPA MC 2020[2]

September 15, 2020 

Tom Wheelwright Shares How to Build a 7-Figure CPA Firm

Rather than constantly trying to sell new clients on your services, having your clients become your biggest advocates is the key to finding and attracting high net worth clientele. To get to this point, you must create an excellent experience for your ...

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September 15, 2020 

Deloitte Reports $47.6 Billion in Revenue; 5.5% Growth

Deloitte has reported aggregate global revenue of $47.6 billion (U.S.) for the fiscal year ending 31 May 2020 (FY2020), a 5.5 percent increase in local currency* and 3.9 percent increase in US dollars. In the first nine months of FY2020, prior to the ...

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September 14, 2020 

Apps We Love: September 2020 – Outfitting Your Home Office

Well, here we are, deep into 2020, and the pandemic is forcing us all to start thinking about home offices as a more-or-less permanent fixture in our lives. By now, most capable employees have probably proven their ability to work from home and get their jobs done, and we are at least under the impression...…

Gail Perry

 S.C. Accounting Firm Joins CPAmerica

September 10, 2020 

S.C. Accounting Firm Joins CPAmerica

The Hobbs Group, PA, headquartered in Columbia, S.C., has joined CPAmerica, Inc., an accounting association of independent, certified public accounting firms that provides shared best practices, networking opportunities and access to expert resources ...