Firm Management August 7, 2026
Building an AI-First Culture (Without AI Slop)
Leaders who draft their own first pass and summarize before escalating to the board or partner group make “AI-first” credible instead of aspirational.
July 13, 2020
An Email Automation Process That Works Like A Charm
Once you’ve identified the who, what, when, and where, you have to learn the how. Major email service providers, like MailChimp, Constant Contact, Salesforce, HubSpot, and more have built-in email automation options.
July 13, 2020
The Great Leap: Convergence & Acceleration
Convergence is a theory that refers to the tendency for technologies that were initially unrelated to become more closely integrated and even unified as they develop and advance. For example, in the mid-2000s, everyone had ...
July 13, 2020
Hiring and Managing Paraprofessionals in the Age of Remote Working
As accounting firms refine their business strategies in the wake of the COVID-19 pandemic, it’s likely that paraprofessionals will loom large in their plans. There are few things more important today than an adaptable workforce...
July 13, 2020
Deloitte Launches U.S. Legal Business Services
The Legal Business Services practice will both incorporate and build on Deloitte’s existing legal department offerings that include legal management consulting and legal managed services designed to help streamline, automate, and ...
July 10, 2020
Do You Have a Clear CAAS Vision?
CAAS stands for Client Accounting and Advisory Services. It may be too late for the profession to choose to use this far better name. One of the regrets that I have from the last 35+ years of trying to help CPA firms ...
July 9, 2020
Long Days and Fireflies and How to Help Our Clients
July has always been my favorite month. When July begins, there’s still an endless sea of summer ahead, the days are long, the fireflies twinkle in the evening, and the air is warm.
July 8, 2020
Office Space: You’re Not Home Alone
If you can learn how to become the emperor of your home’s workspace, you may find new levels of productivity and success working from home. Many Americans report they never want to go back to life under those fluorescent tubes.
July 7, 2020
Conducting a Business Insight Review
When businesses are connected to a tax and accounting professional, they are more financially stable, more creditworthy, and twice as likely to succeed than businesses that attempt to navigate the waters on their own.
July 7, 2020
Getting More From Your Zoom Meetings
If you’ve ever asked a question to a large group during a videoconference, you know that getting a response isn’t always straightforward. In some instances, a dozen people will try to talk at once. In others, everyone will sheepishly wait for ...
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June 30, 2020
2020 Review of PracticePro 365
PracticePro 365 https://practicepro365.com From the 2020 reviews of practice management systems. PracticePro 365 is built off of Microsoft Dynamics and is accessible via any Internet browser. You can access PracticePro 35 using any device including a tablet or smart phone, with an option to use a browser or download the dedicated mobile app. PracticePro 365...…
June 30, 2020
Bill.com and CPA.com Report Shows Trends for Accounting Advisory Services
The report is based on the responses of more than 650 accountants and business professionals across the nation and offers valuable pricing benchmarks and emerging trends for firms of all sizes while showcasing the shifting expectations on what ...
June 30, 2020
BDO Acquires CFO Advisors, LLC and MorganFranklin Consulting’s Public Sector Practice
The six partners and professional staff from CFO Advisors, LLC, will join BDO July 15. BDO has also acquired MorganFranklin Consulting’s public sector practice effective July 16.