Firm Management

February 3, 2020 

Have you ever thought about the difference between the words “value” and “values”? If you’re laughing and thinking, “Yeah, it’s the letter ‘s’,” well, you’re not wrong, but that’s not what I mean. When we talk about “value,” a word we usually use in a professional context, we’re usually referring to providing benefit to clients....…

Amy Vetter

January 31, 2020 

Successful accounting firms seem to have two things in common: they grow, and they prioritize the client experience. Both these attributes are imperative to win new business and retain existing clients. Understanding why a company chooses to work with an accounting firm lays a foundation for success and competitive advantages. Survey research conducted by Bill.com...…

January 31, 2020 

Professionals on the Move is a roundup of recents accounting firm promotions.

January 30, 2020 

Read more, exercise, take up a new hobby — you've got New Year's resolutions for yourself, but what about for your accounting firm? With 2020 fast approaching and a new decade on the horizon, now's the perfect time to position your firm for success in ...

Jodi Chavez

January 29, 2020 

“At CRI, we recognize the capacity in which we are considered leaders in our profession and we have not only the staff but also the partner group to reflect that. We understand the direction that our industry is headed and are constantly looking to ... "

January 29, 2020 

The financial services industry is perhaps the most targeted because of the value of data it possesses. And the most frequently targeted are CPAs and those who prepare tax returns.

January 29, 2020 

In 2020, no matter what generation you hail from, you are no doubt familiar with asking questions of a digital assistant. What is today’s weather? When is that movie starting? Play my favorite song.

Garrett Wagner

January 28, 2020 

Most recently, Mayer and his namesake firm donated $30,000 to remodel a classroom in recognition of two of Mayer’s business teachers, Paul Arrigotti and Michael Lazzari.

January 28, 2020 

Financial services organizations have been among the biggest targets for hackers in recent years, and it's easy to see why. As keepers of sensitive personal and financial information, CPA firm databases are enticing treasure troves for tech-savvy ...

Jodi Chavez

January 28, 2020 

Accounting practice management systems are coming of age. Early products for accounting firms came to market before the advent of cloud computing. Many were built on databases and software platforms that have reached the end of their useful life.

January 27, 2020 

Crabtree, Rowe & Berger was named to Inc. 5000’s list of America’s Fastest Growing Companies in 2019 and boasts the traditional offerings of an accounting and advisory firm, along with an ample consulting and financial modeling practice called Simple ...

January 27, 2020 

The collaboration between PMI and the U.S. audit, tax, and advisory firm will identify new opportunities to benefit PMI members and certification holders, as well as the project management profession at large.