Firm Management

October 12, 2020 

Having an efficient and secure information flow through your business is a core competency which can either support or undermine your company’s stability and growth. Here are five key ways you can build strength in the core of your business using an ...

October 11, 2020 

The pandemic has resulted in lifestyle changes for many. In addition, the focus on health has all of us thinking more about how we take care of ourselves. We thought this would be a good time to survey our CPA Practice Advisor committee and ...

Gail Perry

October 9, 2020 

ImagineShare ImagineTime www.imaginetime.com From the 2020 reviews of client portals for accounting firms. ImagineShare is the accounting firm portal system from ImagineTime, and a part of its suite of practice management solutions. The system is best-suited to small and mid-sized accounting firms, and can be used as a stand-alone portal or as part of the...…

Garrett Wagner

October 9, 2020 

NetClient CS Thomson Reuters cs.thomsonreuters.com From the 2020 reviews of client portals for accounting firms. NetClient CS is the accounting firm client portal system from Thomson Reuters, and part of the vendor’s broad firm management suite that includes applications for tax, accounting, payroll, client collaboration, audit services, document management and other core practice areas. NetClient...…

Garrett Wagner

October 8, 2020 

Findings from the independent online survey of 1,000 Canadian professionals suggest that while remote work has given Canadian professionals more flexibility to tend to personal needs throughout the day, thereby improving mental wellness, the overall ...

October 7, 2020 

The company’s tax planning software is currently in beta testing. The new software release will allow users to scan their clients’ tax returns, collect vital information via custom questionnaires, analyze estimated tax savings and prepare tax plan ...

October 6, 2020 

2020 has been such an unusual year that I did not expect to have such a pleasant Labor Day weekend. After spending one on one time with my oldest daughter, we reaffirmed something that many of you may mistakenly take for granted.

Randy Johnston

October 6, 2020 

Quantum Global Advisors is one of the largest property claims consulting practices that specializes in all property insurance categories, including business interruption claims process and forensic loss analysis. In its more than seven decades of ...

October 5, 2020 

When we are back to whatever the new normal is, eventually there will be some return to offices. But the workforce with also see a continued and growing distribution of staff and clients.

October 2, 2020 

The International Accounting Bulletin noted “The competition was strong, and the judges selected PrimeGlobal for its exceptional year under new leadership, restructuring its global governance and delivering strong growth of over 10 per cent.

October 2, 2020 

As part of firm’s “community” pillar, Friedman is proud to announce a recent donation to the Council of Urban Professionals (CUP). This donation will be used in support of CUP’s mission of inspiring, elevating and empowering the next generation of ...

October 2, 2020 

The regional accounting firm of Nathan Wechsler & Company, PA is pleased to announce the promotion of Ashley Major, CPA.