Firm Management

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January 31, 2020 

Five Ways to Land More Clients and Keep the Ones You Have

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...…

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January 30, 2020 

3 Visionary Trends to Consider in 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

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January 28, 2020 

Moving Forward: 7 Tips for a Successful Practice Data Migration

Accounting practice management systems are coming of age. Early products for accounting firms came to market before the advent of cloud computing. Many were built on databases and software platforms that have reached the end of their useful life.

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January 27, 2020 

Accounting Firm CRI Acquires Crabtree, Rowe & Berger

Crabtree, Rowe & Berger was named to Inc. 5000’s list of America’s Fastest Growing Companies in 2019 and boasts the traditional offerings of an accounting and advisory firm, along with an ample consulting and financial modeling practice called Simple ...

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January 27, 2020 

KPMG Partners with Project Management Institute

The collaboration between PMI and the U.S. audit, tax, and advisory firm will identify new opportunities to benefit PMI members and certification holders, as well as the project management profession at large.