Firm Management

 4 Keys to Successful Technology Planning

February 16, 2021 

4 Keys to Successful Technology Planning

Technology is ingrained in virtually everything accountants do to run their firms and serve their clients. To take advantage of opportunities and position your firm for long-term growth, you need a good technology plan. When most of the firm is focused...

Amanda Wilkie

 5 Reasons to Conduct a Retreat in 2021

February 16, 2021 

5 Reasons to Conduct a Retreat in 2021

Let 2021 be the year you help prepare your firm for the future by conducting a retreat. Whether in-person (following CDC guidelines, of course) or virtual, I’m confident it will be time well spent.

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February 12, 2021 

Apps We Love: Home Automation

With so many people working from home, and so many intelligent solutions from apps to gadgets to Internet of Things (IoT) to help us do our jobs and run our lives more easily, we decided it was time to check in with our CPA Practice Advisor community ...

Gail Perry

Practice management

February 10, 2021 

Most Tax Pros See Their Future in Advisory, According to Survey

Many of the professionals surveyed noted that they were forced into a de facto business advisor role during the onset of the pandemic, as clients sought advice about everything from applying for Paycheck Protection Program loans to how to manage their ...

eisner-amper

February 9, 2021 

EisnerAmper Acquires Northeast Accounting Firm St. Clair CPAs

Founded in 1986, St. Clair has five partners and 58 professionals. With offices in Merchantville, NJ, and Conshohocken, PA, the firm has more than 40 practice areas including franchises, construction, employee benefit plans, manufacturing, mortgage ...

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February 8, 2021 

How to Build an Entrepreneurial Sales Team

The front lines that your sales team steps into has never been more challenging. Hustling for business no longer means spending longer hours and perfecting the process. Cutting through the noise and clutter requires adopting the posture, mindset, and ...

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February 3, 2021 

How Accounting Firms Can Create an Effective Google Ad Campaign

Creating a Google Ad Campaign may seem daunting, but it’s not that hard once you figure out a few things, such as what your selling, where you’ll link, to whom you’re selling, and the amount you want to spend. Armed with those answers, you’ll be able to research the keywords that will work and how...…

Becky Livingston