Firm Management

 Long Island Forensic Accountant Launches New Website

February 25, 2020 

Long Island Forensic Accountant Launches New Website

Forensic accounting provides an invaluable service to companies and individuals to protect their rights in creative endeavors and preserve hard-earned assets and income in both personal and commercial settings. In addition, the process can reveal ...

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February 25, 2020 

Getting New Clients: Exclusive Survey Results eBook Now Available

Accounting and tax professionals who need to find new clients in their public accounting firm now have a little more help. Getting New Clients: Exclusive Survey Results, a 103-page eBook published by CPA Trendlines and Accountant’s Accelerator, shows ...

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February 25, 2020 

4 Tips to a Successful Financial Planning Practice

Last month, more than one hundred financial professionals gathered at the AICPA’s Personal Financial Planning (PFP) Summit to hear thought-provoking perspectives on practice management via in-depth presentations delivered by profession leaders.

Georgia CPAs

February 24, 2020 

GSCPA Helps the Public Find a CPA

Georgia taxpayers and businesses have a new way to connect with CPAs. CPAs are charged with protecting and promoting the public interest, most notably with regard to financial reporting, tax and audit. The Georgia Society of CPAs (GSCPA) has a free ...

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February 24, 2020 

Coronavirus: Is Your Firm Prepared for a Pandemic?

Natural disasters and cybersecurity concerns have pushed most firms to develop a disaster response plan in the event of a catastrophic office or systems loss, but few have considered the potential impact of a massive influenza (flu) outbreak, such as ...

Roman Kepczyk

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February 24, 2020 

2 Keys to an Effective Workspace

When where you work is actively working against you, it takes time out of your day and increases your frustration and anxiety. As such, it’s important to play an active role in creating a space that helps rather than hurts you.

Amy Vetter

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February 23, 2020 

How Accounting Firms Can Be Proactive on Diversity

Reaffirming its commitment to bolstering diversity and inclusion in the profession, the Association of International Certified Professional Accountants was one of many institutions to sign on to the CEO Action Pledge for Diversity & Inclusion.

 GBQ Acquires Toledo Accounting Firm Weber Clark

February 23, 2020 

GBQ Acquires Toledo Accounting Firm Weber Clark

Weber Clark founding member Jim Weber and his team join GBQ to bring the total staff count to 219. Weber and his fellow partners will become partners at GBQ and will lead GBQ’s Toledo office.

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February 20, 2020 

It’s Really the 21st Century Now

I’ve started working with my clients to help them develop 10-year personal finance plans for the new decade and have quickly found how few people really, seriously look that far ahead. And while 10 years isn’t a lifetime, it’s a good place to start ...

Gail Perry

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February 19, 2020 

2020 Review of Accelo CRM

Accelo www.accelo.com From the 2020 reviews of CRM systems for accounting firms. Accelo offers a variety of applications designed for numerous niche markets including accounting firms. Completely online, Accelo allows accounting firms to easily manage all of their business operations using a single, unified platform. Not just a CRM, Accelo includes complete database management as...…

Mary Girsch-Bock