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.
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June 5, 2020
Dot.CPA Website Domains Available for Firms Beginning July 1, 2020
This past June, the AICPA was awarded the .cpa (dot CPA) top level (worldwide) domain which has been reserved exclusively for entities confirmed by the AICPA to be affiliated with the CPA profession. This was done to promote long term confidence when visiting a website with the .cpa extension or receiving an email from a…
June 2, 2020
Survival Skills for Working from Home – Beyond the Bathrobe and Bunny Slippers
In the beginning you might welcome a day or two late mornings and wearing pajamas past noon. However, sloth mimicry is a habit few professionals would enthusiastically adopt long term. To get the most out of telecommuting, you need to master some best ...
June 1, 2020
Accounting Firm Goes Virtual for Annual Giving Event
For the first time, the 2020 event was managed entirely remotely, with volunteers helping organizations with projects from home. The Armanino Foundation also received donations through the #HatsOff movement to acquire much-needed personal protection ...
June 1, 2020
By the Numbers: Can 5 Minutes a Day Make or Break Profitability?
What inefficient processes are undermining your firm profits? As experts in document management and accounting firm workflow, we see a number of common “time leaks” related to managing, sharing and storing information and client files.
May 29, 2020
New Website P3 Gives CPAs Easy Tool to Manage PPP Loan Forgiveness
P3 is an easy-to-use online portal and tool that gives CPA firm clients one central location to upload all of their supporting documentation and see the percentage of forgiveness in real time. As their advisors, you can review this information and add ...
May 29, 2020
Xero Partners with K-Coe Isom
K·Coe and its clients will have access to Xero’s cloud-based accounting and practice management platform as well as Xero’s ecosystem of more than 800 third-party applications to help boost efficiency and performance.
Accounting May 27, 2020
Preparing for the Post-Pandemic Workplace
From May 2020: An employer’s best course to protect employees and customers, and minimize the potential for legal actions, is to continue to follow CDC, OSHA, and state and local health guidance.
May 27, 2020
Post Covid-19, Working From Home Will Be More Common
The virus outbreak has forced entire employee populations to work from home. And as workers settle into that rhythm, it is uncertain how many will actually need to report to the office five days a week after a coronavirus vaccine is found.
May 26, 2020
Grant Thornton Names New Managing Partners and Principals
Grant Thornton appointed these office managing partners and principals to drive the firm’s continued commitment to its people and culture, while also supporting its strategic objectives and growth initiatives in their respective markets.
May 19, 2020
EisnerAmper Launches Center for Individual and Organizational Performance
The Center works collaboratively with business leaders utilizing proven methodologies based on the principles of business psychology, neuroscience, and strategic HR and business practices.
May 19, 2020
Apps We Love: May 2020 – Apps to Survive the Pandemic
What does a person or a business need during a pandemic and how can apps fill that need? We weren't sure ourselves, so we started searching. Here are the results of that search.
May 19, 2020
Staying in Touch
If we can maintain the level of communication and information sharing that surrounds us as we make it through each day of this pandemic, continue to innovate, care, listen, empathize, and just plain muddle through together, and offer suggestions ...