Firm Management

mergers_and_acquisition_1_.54298f636f49a

May 7, 2020 

Right Networks Acquires Rootworks

Rootworks will continue to operate as an independent line of business within Right Networks with founder Darren Root serving as Rootworks GM and Right Networks VP of Market Strategy.

Word Cloud Firm Consulting

May 6, 2020 

3 Tips for Developing True Consultants

In a tax or audit engagement, the scope of services is well defined and documented. But consulting has almost unlimited possibilities. How do you train people to recognize all of those possibilities and meet client needs?

Sandra Wiley

cetera_2[1]

May 6, 2020 

Covid-19 Client Toolkit

Think beyond your clients to other connections in your life—from friends and family, to the centers of influence, to the prospects you’ve yet to work with.

Covid 19

May 4, 2020 

Covid-19 Resource Center Offers Tax Resources for Firms

Because of the need to create a usable tool to help the small accounting and tax firm communicate timely, relevant and easy to read content, and because this is a once-in-a-generation problem, we created this communication tool for use by all small ...

Right Networks May 4

May 4, 2020 

Is Working Remotely Not Even *Remotely* Working?

Tired of wearing the IT hat while working at home? Get back to business by nixing time-wasting technology. Learn how to optimize your home office in as little as an hour by downloading “Four Technology Questions to Help Traditional Firms Today.”

Image_FourTechnologyQuestionstoHelpTraditionalFirmsToday

May 4, 2020 

Solve for Now While Preparing for the Future

These are unprecedented times; how is a firm employee expected to manage their workload the same way they would in an office setting? Download this free whitepaper to find out.

PPP Paycheck Protection Program

May 1, 2020 

Guidance Needed on PPP Loan Forgiveness Calculation, Says AICPA

The nation’s 44,000 CPA firms have quickly mobilized to get PPP funds into the hands of small businesses, however they and their clients say that the lack of guidance makes it difficult for them to make critical decisions on important matters, such as ...