Firm Management

DCPA

October 28, 2019 

2019 Digital CPA Conference Keynote Speakers Announced

The Digital CPA Conference is designed for CPA firm partners, managers and, staffers responsible for rolling out cloud solutions, and business development, firm marketing and human resources directors within firms.

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October 28, 2019 

How to Get Started with Client Accounting Services

Traditional compliance services like taxes and audits have long been the bread and butter of many accounting practices. However, clients are increasingly requesting new services beyond that scope such as bookkeeping, payroll, and advisory-level ...

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October 28, 2019 

Crafting a Plan: How to Be Strategic in Offering Client Accounting Services

In the first installment in this series on how to develop a full-fledged CAS offering, Pete Potsos, CPA, of Bill.com, provided valuable tips on how to get started. Specifically, the article explained what’s involved in turning interest in CAS into action and incorporating automation for a successful CAS practice. This is part 2 in a...…

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October 28, 2019 

How to Maximize Profits and Revenue for Your Firm by Scaling CAS

Firms looking to scale their CAS offerings frequently face some common complications. Among them are converting compliance clients to CAS, securing buy-ins from partners and practices, establishing a marketing plan and marketing resources, optimizing ...

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October 24, 2019 

Wolters Kluwer Launches Client Collaboration Module

The new CCH Axcess Client Collaboration module saves firms and their clients time when engaging, onboarding, and collaborating throughout the engagement by providing each side with a frictionless experience for all communication, from secure source ...

weaver_logo

October 22, 2019 

Accounting Firm Weaver Expands to Oklahoma

The national accounting firm Weaver, one of the 35 largest certified public accounting firms in the United States, announced today its expansion into Oklahoma City with audit partner Zeeshan Khan at the helm. The office is located at 101 Park Avenue, Suit

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October 22, 2019 

Marcum to Hold 2019 Day of Service on Day Before Thanksgiving

Established in 2015, the Marcum Day of Service was conceived as a way to give Marcum associates the opportunity to come together in a collaborative activity on a single day to support the charitable mission of the Marcum Foundation, which supports ...

BQE Billable CPA_Oct2019_BillableHour

October 21, 2019 

Are You Missing Billable Hours?

Capture every billable hour easily with BQE Core’s hassle-free time cards, free mileage tracking, and OCR receipt scanning. Real-time dashboards display employee utilization rates at a glance so you can make smarter decisions.