Firm Management

July 16, 2019 

When we ask practitioners why they continue to focus their efforts on transactional and compliance services, we find that most feel they don’t feel comfortable providing performance- and strategic-based advisory services because their experience and ...

Jim Boomer

July 16, 2019 

As accountants, we often take great comfort in what we know. We are typically viewed as reactive experts in taxation, auditing, and financial accounting. These three core areas are places we connect with: we feel comfort in the ...

Garrett Wagner

July 12, 2019 

EisnerAmper LLP, one of the largest professional services firms in the world, recently announced that Natalie McVeigh has joined the firm as a director in its Center for Family Business Excellence. She will specialize in working with high-net-worth ...

July 12, 2019 

If you’re a tax practitioner, you might have started worrying that some of your practice might become automated in the future, thus rendering some of the work you do unnecessary. Have you given any thought to what you might do if that occurs?

Gail Perry

July 11, 2019 

If you’ve been in practice for a while, you probably have a roster that includes many long-time clients. Over the years, clients may have approached you for your thoughts on their plans for retirement or the best way to plan their child’s education.

July 11, 2019 

The departure of a leader disrupts workflow, productivity and customer service. On the other hand, when you codify processes and ensure someone else has the know-how to take over a role, the firm can weather transitions more smoothly.

Paul McDonald

July 11, 2019  Sponsored

An example of this disruption is the recent introduction of QuickBooks Live, a monthly bookkeeping subscription service for small businesses provided by QuickBooks Online Certified ProAdvisors.

July 10, 2019 

It’s unfortunately all too common: a firm is anticipating change and knows they’ll face resistance from certain people, recognizes the challenges they’ll face and automatically assumes they’re going to fail.

Arianna Campbell

July 10, 2019 

For the last few years, accounting professionals have been flooded by articles predicting the monumental changes that artificial intelligence will have for the profession. Greater productivity, an end to tedious grunt work, higher profits, and more.

July 10, 2019 

For the last few years, accounting professionals have been flooded by articles predicting the monumental changes that artificial intelligence will have for the profession. Greater productivity, an end to tedious grunt work, higher profits, and more. And who wouldn’t want those things? However, it sometimes seems like it’s necessary to have a doctorate in computer...…

July 10, 2019 

This advancement frees professionals even more from the confines of their office, allowing them to converse with their business management system while commuting, meeting with clients, or wherever they may be.

Isaac M. O'Bannon

July 10, 2019 

According to the Pew Research Center, millennials became the largest generation in the labor force in 2016. For professional services firms that plan on staying in business after their senior leadership retires, attracting and connecting with ...

Chris Farrell