Firm Management

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

July 9, 2019 

ADP and CountingWorks PRO have partnered to provide independent tax and accounting professionals with a free, extensive library of customizable client marketing materials. CountingWorks PRO, the industry-leading marketing and growth platform for accounting and tax professionals, has curated ADP-approved marketing assets that are designed to help tax and accounting professionals easily attract and convert more...…

July 9, 2019 

In conjunction with our niche practices feature this month on construction, we decided to survey members of the CPA Practice Advisor community to see if they have any apps to recommend in this genre. We picked up some recommendations and then found ...

Gail Perry

July 8, 2019 

Remote work no longer counts as an innovative perk. Nor is it something that is going to fade away like carrying around large trunks with paper audit files.

Garrett Wagner

July 2, 2019 

The accounting firm blumshapiro, the largest regional business advisory firm in New England, will expand its presence into the central Massachusetts market. Starting October 1, 2019, blumshapiro will occupy 5,000 square feet of prime office space in the heart of the city’s business district at 100 Front Street, according to Brian Renstrom, blumshapiro’s Managing Partner...…