Firm Management

February 18, 2020 

We live in an era of convenience, and that goes for meetings as well as everything else. There’s simply no excuse to insist that everyone gather in person for a meeting, nor is there reason to be frustrated with the chaos of a conference call when too many people are on the line, like the...…

Gail Perry

February 17, 2020 

We are in the business of building relationships. No matter how advanced technology becomes, at the heart of the accounting profession, we are people of our people—our clients. That means face-to-face meetings with clients are still (and will likely always be) a mainstay component of a firm’s business model. And now well into busy season—the...…

Darren Root, CPA, CITP, CGMA

February 17, 2020 

We are in the business of building relationships. No matter how advanced technology becomes, at the heart of the accounting profession, we are people of our people—our clients. That means face-to-face meetings with clients are still ...

Darren Root, CPA, CITP, CGMA

Technology February 13, 2020 

While most of our firms have transitioned away from paper-based records, many of us still struggle to digitize the business processes in our firms. As I write this, we are in the late stages of conducting the 6th Annual CPA Firm Operations and ...

Brian Tankersley

February 12, 2020 

In the accounting profession’s annual tax marathon, you don’t want your people to hit the wall. Burned out workers will be less focused, more irritable, less healthy, more likely to exhibit negative attitudes and more prone to mistakes.

Paul McDonald

February 12, 2020 

Understand the key signals that it’s time to move your clients from QuickBooks to a more robust, integrated accounting solution, and how easy and fulfilling that move can be.

February 12, 2020 

Preparing client data has always been the job of a CPA – but protecting it has only recently become law. Learn what the IRS has stated firms must do to stay in compliance, and how you can get enterprise-level data security for them in 24 hrs.

February 10, 2020 

Most impressive at CES this year were hardware solutions to real world problems. We’ll discuss each of them, but I was particularly impressed by new generation laptops, monitors (including a second portable monitor), scanners, keyboards and mice.

Randy Johnston

February 6, 2020 

Our mindset shapes whether we can learn and change and grow. The good news is that anyone can adopt a growth mindset, think differently and become more open to innovation and growth.

Jim Boomer

February 4, 2020 

OCR collaborates with a number of outside firms that new ventures may need to call upon for legal, accounting, marketing, or other services. FML is excited to support rising OCR innovators in a myriad of ways including: tax and accounting matters ...

February 4, 2020 

The Sage Accountants Network provides you with the benefits and resources to partner even closer with your clients. Rely on Sage to help you save time, grow your practice, and better serve your clients.

February 4, 2020 

As one of the nation’s leading professional services firms, CLA has retained the agility to serve clients of all sizes and in all locations, while at the same time bringing an uncommon depth of capabilities, all in one place.