Firm Management

February 12, 2020 

Understand the key signals that it’s time to move your clients from QuickBooks to a more robust, integrated accounting solution, and how easy and fulfilling that move can be.

February 12, 2020 

Preparing client data has always been the job of a CPA – but protecting it has only recently become law. Learn what the IRS has stated firms must do to stay in compliance, and how you can get enterprise-level data security for them in 24 hrs.

February 10, 2020 

Most impressive at CES this year were hardware solutions to real world problems. We’ll discuss each of them, but I was particularly impressed by new generation laptops, monitors (including a second portable monitor), scanners, keyboards and mice.

Randy Johnston

February 6, 2020 

Our mindset shapes whether we can learn and change and grow. The good news is that anyone can adopt a growth mindset, think differently and become more open to innovation and growth.

Jim Boomer

February 4, 2020 

OCR collaborates with a number of outside firms that new ventures may need to call upon for legal, accounting, marketing, or other services. FML is excited to support rising OCR innovators in a myriad of ways including: tax and accounting matters ...

February 4, 2020 

The Sage Accountants Network provides you with the benefits and resources to partner even closer with your clients. Rely on Sage to help you save time, grow your practice, and better serve your clients.

February 4, 2020 

As one of the nation’s leading professional services firms, CLA has retained the agility to serve clients of all sizes and in all locations, while at the same time bringing an uncommon depth of capabilities, all in one place.

February 3, 2020 

Have you ever thought about the difference between the words “value” and “values”? If you’re laughing and thinking, “Yeah, it’s the letter ‘s’,” well, you’re not wrong, but that’s not what I mean. When we talk about “value,” a word we usually use in a professional context, we’re usually referring to providing benefit to clients....…

Amy Vetter

January 31, 2020 

Successful accounting firms seem to have two things in common: they grow, and they prioritize the client experience. Both these attributes are imperative to win new business and retain existing clients. Understanding why a company chooses to work with an accounting firm lays a foundation for success and competitive advantages. Survey research conducted by Bill.com...…

January 31, 2020 

Professionals on the Move is a roundup of recents accounting firm promotions.

January 30, 2020 

Read more, exercise, take up a new hobby — you've got New Year's resolutions for yourself, but what about for your accounting firm? With 2020 fast approaching and a new decade on the horizon, now's the perfect time to position your firm for success in ...

Jodi Chavez

January 29, 2020 

“At CRI, we recognize the capacity in which we are considered leaders in our profession and we have not only the staff but also the partner group to reflect that. We understand the direction that our industry is headed and are constantly looking to ... "