Firm Management

July 14, 2020 

We’ve been hearing two things from firms in recent months at CPA.com. First, many graduates of our client advisory services workshops have told us their investment in building a CAS practice has paid off and they haven’t missed a beat, even with the ...

July 14, 2020 

Since the pandemic prevents us from going out anywhere, this month we decided to take a deep dive into augmented reality (AR) apps – bring the reality home to us on our phones and tablets. Video game players are comfortable in this 3-D realm, but for ...

Gail Perry

July 13, 2020 

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.

Becky Livingston

July 13, 2020 

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 ...

Marc Staut

July 13, 2020 

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...

Paul McDonald

July 13, 2020 

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 

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 ...

Randy Johnston

July 9, 2020 

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.

Gail Perry

July 8, 2020 

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.

Garrett Wagner

July 7, 2020 

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 

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 ...

Amy Vetter

June 30, 2020 

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...…

Mary Girsch-Bock