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.
May 12, 2020
Do You Have a Clear Practice Management Vision?
In these challenging times of pandemics and work-at-home, tools to manage the practice, team members, and workload help. Most firms report that advisory work has currently exploded while helping clients manage cash flow, apply for SBA and PPP loans ...
May 11, 2020
Accounting Firms Donating Supplies, Funds and Services for Coronavirus Relief
Accounting firms are donating supplies, funds and services during COVID-19, according to a recent survey conducted by the Massachusetts Society of CPAs (MSCPA). Fifty-one of the MSCPA’s member firms and companies responded to the survey, which was ...
May 11, 2020
Guide Offers Tips on How Businesses Can Safely Reopen
‘An Accounting and Finance Professional’s Guide to Safe Work in a COVID-19 World.’
May 8, 2020
AUTOMATE YOUR PRACTICE: A Guide for Accounting and Bookkeeping Practices
Automation offers CPAs, accountants, bookkeepers and other finance professionals the opportunity to focus on delivering more value to clients and key stakeholders, so you can drive business forward and perform at your best. 83% of US accountants say they’ll use automation within the next three years. Discover all the ways you can be one of...…
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May 8, 2020
Empathy and Soft Skills are Needed in the Face of Economic Challenges
We all know that in any change program, the big issues are about people – and are addressed via communication and clarity; listening and addressing what threatens people or activating what motivates them.
May 8, 2020
Firm Cybersecurity Measures Must Be Proactive and Forward-Looking in Uncertain Times
CPA firms that can strengthen their IT networks, improve their team’s ability to work from anywhere securely and enhance their data protection tools with the future in mind will come out the other side of the coronavirus pandemic stronger than ever before
May 7, 2020
Right Networks Acquires Rootworks
Rootworks will continue to operate as an independent line of business within Right Networks with founder Darren Root serving as Rootworks GM and Right Networks VP of Market Strategy.
May 6, 2020
3 Tips for Developing True Consultants
In a tax or audit engagement, the scope of services is well defined and documented. But consulting has almost unlimited possibilities. How do you train people to recognize all of those possibilities and meet client needs?
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May 6, 2020
Covid-19 Client Toolkit
Think beyond your clients to other connections in your life—from friends and family, to the centers of influence, to the prospects you’ve yet to work with.
May 5, 2020
CPA-as-a-Service: Re-imagining Your Clients as Subscribers
There is a certain amount of agony to the monthly billing cycle. We generate the numbers of hours worked and try to justify the work, anticipating client pushback. The process continues each month in agony, like an unpleasant sequence from Groundhog Day.
May 5, 2020
Accounting Firm Eisner Amper Acquires Compensation Resources, Inc.
Global business advisory firm EisnerAmper LLP announced that the leadership and staff of compensation consulting firm Compensation Resources, Inc. (“CRI”), have joined EisnerAmper.
May 4, 2020
Covid-19 Resource Center Offers Tax Resources for Firms
Because of the need to create a usable tool to help the small accounting and tax firm communicate timely, relevant and easy to read content, and because this is a once-in-a-generation problem, we created this communication tool for use by all small ...