Firm Management

December 21, 2020 

CCH Site Builder Wolters Kluwer Tax & Accounting www.cchwebsites.com From the 2020 reviews of website builders for accounting firms. CCH Site Builder from Wolters Kluwer is best-suited for small to mid-sized accounting firms that use other CCH applications from Wolters Kluwer, although the application can also be used as a stand-alone website builder if desired....…

Mary Girsch-Bock

December 21, 2020 

Build Your Firm Accounting Website Packages Build Your Firm https://websites.buildyourfirm.com From the 2020 reviews of website builders for accounting firms. Build Your Firm Accounting Website Packages offers a variety of custom website building solutions suitable for firms of any size. Build Your Firm offers flexibility, with three website design plans available as well as three...…

Mary Girsch-Bock

December 7, 2020 

How many plans did you have in place for 2020 that never got addressed? For me, a year ago, I was about to cross the bridge into a new decade, and so my plans were more grandiose than in normal years.

Gail Perry

December 21, 2020  Sponsored

Intuit hosted its first virtual QuickBooks® Connect on Nov. 18, where the theme was “We go further together.” Thousands attended to take advantage of the many opportunities to grow, learn, and share. To help grow your practice and serve as a true advisory partner to your clients, here are the highlights of the product innovations...…

December 17, 2020 

Within a firm, every department is value-adding. By keeping up with your team and its tasks, nothing falls through the cracks, which results in a more efficient project workflows, cleaner & clear communication with clients, and a better experience for eve

Shahram Zarshenas

December 17, 2020 

As we wind down the year of COVID-19, we thought it would be a nice gesture to share with our readers some ideas for what to stream while we’re all locked down for the holiday season and the months ahead. Here's what some of our readers are ...

Gail Perry

December 17, 2020 

Top 100 accounting firm Blum, Shapiro & Company, P.C. has been acquired by CliftonLarsonAllen LLP. The staff of BlumShapiro's intend to join CLA on January 1, 2021.

December 15, 2020 

The bottom line is that we can’t let our guard down because the current working conditions are likely to continue for some time and may actually be permanent. And, these financial services firms provide valuable counsel that extends well beyond filing ...

December 14, 2020 

Industries like sales, marketing and customer support are already using VoIP phone systems to make their work and lives easier. There’s an opportunity for workers in other industries to get on board as well – accounting firms especially. What is VoIP and How Does it Work? In the era of COVID, a cloud based communication...…

December 14, 2020 

Now’s the time to begin ramping up your marketing efforts for what looks to be a very busy 2020 tax season. Some of these items take minutes to implement, while others could take a week or two of planning, development, and execution. Search Engine Optimization (SEO) When was the last time someone reviewed the keyword...…

Becky Livingston

December 14, 2020 

During the initial rollout of PPP, CPA firms were forced to set up manual processes to serve clients and often operated with limited guidance. To provide better support, the AICPA, CPA.com and fintech leader Biz2Credit in September launched a ...

December 14, 2020 

TXCPA has partnered with several community organizations across Texas to offer a variety of virtual presentations on financial literacy topics throughout the month of December. Several of TXCPA’s 20 local chapters have also partnered with ...