Firm Management

 Wheeler Accountants, LLP, Joins Accounting Association CPAmerica

November 21, 2019 

Wheeler Accountants, LLP, Joins Accounting Association CPAmerica

Founded in 1950, Wheeler Accountants, LLP, offers a full range of audit, accounting, taxation, consulting and compliance services to a wide variety of individuals and businesses; from high-net worth individuals running public companies to small ...

iStock-524376782_2

November 19, 2019 

Whitepaper: Lean Six Sigma & Automated Workflow Technology

In today’s business environment and ever-changing landscape of digital disruption, firms need to seek out every competitive advantage. One competitive advantage that leading firms have found is leveraging Lean Six Sigma and workflow technology to ...

electronic_payments keyboard_1_.55c4ba9a115cc

November 19, 2019 

The Land of the Free

If you are finding yourself struggling with issues about where to draw the line, how to price for the additional services you provide, when to tell clients you’ll have to schedule time in the future to answer their questions, you’re definitely not alone.

Gail Perry

building trust 1

November 19, 2019 

Your Bedside Manner: 3 Steps to Improve Client Trust

I believe that accountants and advisors have a great opportunity to focus on improving their bedside manner for the good of the profession as well as for the good of the companies and individuals they serve. Health is a very personal thing and so is ...

Angie Grissom

artificial_intelligence mind tech_1_.56e6c9c20bbbc

November 18, 2019 

3 Small Steps Toward Transformation

The CPA profession is undergoing a significant disruption which will change the way partners and staff work and the services firms provide. It’s an exciting time for all of us, yet even as firm leaders want to take the next steps in their firms’ ...

Jim Boomer

stress_pixabay_hurry_TeroVesalainen_2119711_960_720

November 18, 2019 

The Problem with Price

Maybe it is time to rethink how we show our value to others by ripping a page from Dell, Southwest, Allstate, Disney, GM, and just about every other major brand. They use the classic “good-better-best”—G-B-B—marketing strategy to change the customer’s ...

Garrett Wagner

Automation_technology _.5558c5b706074

November 18, 2019 

2019 Review of Hosting Providers for Accounting Firms

As the industry moves more towards cloud-based solutions, there remains a core group of users who maintain loyalty to on-premise applications. While this loyalty is admirable, in this day of remote workers and the desire for anytime/anywhere access, adhering to an onsite application can be limiting. Which is why application hosting can be so important....…

Mary Girsch-Bock

rlogo[1]

November 18, 2019 

2019 Review of Abacus Private Cloud

Abacus Private Cloud Abacus Next www.abacusnext.com From the 2019 reviews of hosting services for accounting firms. Abacus Private Cloud from AbacusNext (APC) is a good fit for accounting firms with 10 or more employees that are in the market for a private hosting solution that offers top level security. Once available only to legal firms,...…

Mary Girsch-Bock

Cetrom logo coloronwhite-logo-300dpi

November 18, 2019 

2019 Review of Cetrom CPA Cloud

Cetrom CPA Cloud Cetrom Information Technology Inc. www.cetrom.net From the 2019 reviews of hosting services for accounting firms. Cetrom is a cloud hosting provider specializing in providing reliable and customizable IT hosting services to CPA firms. Cetrom was been named K2 Enterprises’ Top Hosting Provider for the 5th consecutive year (2015-2019). Cetrom has deployed multiple...…

Mary Girsch-Bock

CydHR4JUQAAeUqC[1]

November 18, 2019 

2019 Review of Cloudvara

Cloudvara Cloudvara LLC www.Cloudvara.com 855-601-2821 From the 2019 reviews of hosting services for accounting firms. Cloudvara is a hosting application well suited for both accounting and legal firms, as well as other types of businesses looking for QuickBooks hosting. Though Cloudvara specializes in QuickBooks Hosting, it can also host a variety of other legal, accounting,...…

Mary Girsch-Bock

RightNetworks-Logo-BlackGreen

November 18, 2019 

2019 Review of Right Networks Hosting

Right Networks Hosting Right Networks www.Rightnetworks.com From the 2019 reviews of hosting services for accounting firms. Right Networks cloud hosting offers application integration for accounting firms, accounting and tax professionals and small business owners. Although Right Networks specializes in QuickBooks Desktop cloud-hosting, more than 250 additional applications can be supported in the hosted environment. The...…

Mary Girsch-Bock