Firm Management

May 22, 2019 

Founded in 2001, AC Lordi specializes in accounting, risk and compliance, business advisory and CFO services. The firm’s practice areas include SEC reporting, technical accounting, internal and IT audit, SOX compliance and finance ...

May 13, 2019 

While there are obvious advantages to having your CPA license, a Series 7/65/66 RIA, CFP, ABV, CVA, CBA, or ACFE to validate a particular level of accounting or financial competence, in the information technology world, the certifications are ...

Randy Johnston

May 13, 2019 

A combination of technology and process can provide powerful tools for your team and clients, but the overall mindset within your firm is also critical. Leaders must prioritize making clients’ lives easier and focus on continuous improvement.

Jim Boomer

May 13, 2019 

blumshapiro, the largest regional business advisory firm based in New England, announced today that the blumshapiro Foundation has a new Board of Directors and a new focus that will continue the firm’s tradition of community giving for the year to come.

May 13, 2019 

If you’re firm is adding or expanding food stores to its industry clients, here are five marketing munchies you can use to attract them.

Becky Livingston

May 13, 2019 

May is the perfect time of year to finalize your marketing strategy for the rest of 2019. Your website is the centerpiece of your digital presence; its 24/7 worldwide reach is the perfect place to make a few tactical upgrades to increase ...

Sandi Smith Leyva

May 13, 2019 

Do you trust your money to financial apps? I know many people who find online banking risky and won’t use online investing and planning services, but others have gotten over the hump of trusting online financial services.

Gail Perry

May 13, 2019 

As we reflect back on the end of another busy season of the accounting industry, we are left as always to reflect back on one simple question. Why is busy season always so hard?

Garrett Wagner

May 13, 2019 

Numbers are numbers are numbers, right? If it were all about the numbers, accountants would have seen themselves replaced by computers by now.

May 10, 2019 

Ten years ago the iPhone was the only "smartphone" on the market, and few could afford such cutting-edge technology. Fast forward to today where we have access to virtual reality, driverless cars, and incredible convenience ...

May 10, 2019 

Today, 72% of people trust online reviews just as much as a personal recommendation. And with more and more people researching businesses upfront, having no reviews online, may come off as a red flag to potential new clients.

May 8, 2019 

With all of the transformation efforts going on these days, firms seem to be in the middle of one continual change initiative. Your team members are understandably fatigued for several reasons.

Arianna Campbell