Firm Management

December 28, 2020 

Whitley Penn Tax Senior Manager, Robert Pike, CPA, has been selected to join National Utility Contractors Association (NUCA)Texas Board of Directors Board of Directors for a 1-year term (2021-2022).

December 28, 2020 

The AICPA and CPA.com have been advising firms to reach out proactively to hard-pressed businesses and begin collecting key documents such as 2020 revenue, monthly payroll amounts, and the like. There are several new provisions in the $310 PPP...

December 28, 2020 

If 2020 were any indication, 2021 may come with its own fair share of surprises. By sharpening our mental flexibility, we can be ready for what comes next and to reach farther, more easily and quickly. Just like we practice touching our knees, then our...

Garrett Wagner

December 28, 2020 

Contrary to what many might expect, the pandemic has done little to damper optimism about growth at most companies. From right before the pandemic hit to today, accountants, bookkeepers, and companies in general continue to have a positive outlook for ...

Jeannie Ruesch

December 28, 2020 

There is no bigger takeaway from this year than that cloud-enabled software is vital for modern businesses. The cloud has always been billed as allowing you to work from any device, at any place, at any time.

Amy Vetter

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