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.
June 29, 2020
Gender Diversity Drives Firm Success
Firms that promote gender diversity have higher rates of engagement, productivity, and stronger financials than non-inclusive firms. Yet, only 24 percent of partners in accounting firms are women despite making up about sixty percent of the ...
June 25, 2020
Accounting Firm RubinBrown Acquires K.C.-Based Wealth Management Advisors
Wealth Management Advisors has been serving clients as a registered investment advisory firm since 1993. Wealth Management Advisors currently serves over 300 clients and supervises approximately $470 million of assets under management.
June 25, 2020
COVID-19 Highlights Advances in Online Learning Opportunities
For ten years, the AICPA has offered both online and onsite attendance at our conferences. During this time, we've seen digital delivery grow into a valued professional development experience. For the first time ever, the AICPA will offer its annual ENGAG
June 24, 2020
In New Era of Uncertainty for Accounting Firms, Remote Workforces are a Certainty
Successful CPA firms place a premium on security and ongoing contact with clients. The remote practices, initially thought to be somewhat temporary, will most likely be permanent and will require ongoing education of employees and ...
June 24, 2020
How to Modernize your Tax Practice – Part II: Empower Your Work and Team
There are many advantages to leveraging the cloud to consolidate your document storage. These include increased document accessibility, improved time management, and enhanced data security, not to mention a ...
June 24, 2020
The Case for Outsourcing Collections at Accounting Firms
Outsourcing collections is a major opportunity for your firm to refocus its time and resources toward activities that improve the satisfaction of your firm’s clientele while also supporting the firm’s bottom line.
June 23, 2020
Professionals on the Move
Professionals on the Move is a roundup of recent promotions and hires in the profession.
June 22, 2020
NY Accounting Firm Roth&Co Acquires Chicago Firm Ortiz & Company
The addition of Ortiz’s staff increases Roth&Co’s headcount to 13 partners and over 160 accounting professionals, with offices now in New York, New Jersey, Illinois and Israel.
June 18, 2020
Practice Management in a Future-Ready CPA Firm
Has your firm committed to aligning people, processes and technology? Are you positioned to meet the leadership challenges of the future? If so, congratulations! If not, it’s time to get started!
June 17, 2020
BDO Acquires Nevada Accounting Firm PBTK
BDO USA, LLP, one of the nation’s leading accounting and advisory firms, has acquired the firm of Piercy Bowler Taylor & Kern, CPAs (PBTK), which serves clients in Las Vegas, Reno and Salt Lake City. The arrangement is subject to customary closing conditions and is expected to be completed on July 1. The firm’s nine...…
June 17, 2020
Summer Challenge – A Video Marketing Campaign
Reflect for a moment on how much video content you consume in a week. Is it none, only a few minutes, or possibly hours? According to Marketing Charts, by the end of 2020, nearly 100 minutes per day of video will be consumed in the U.S.
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June 16, 2020
Mazars USA to Open Dallas Office
Brad Leffler will lead the office and has 23 years of experience serving companies in a wide range of industries including retail and consumer products, energy, technology, and manufacturing and distribution.