Firm Management

October 28, 2019 

In the first installment in this series on how to develop a full-fledged CAS offering, Pete Potsos, CPA, of Bill.com, provided valuable tips on how to get started. Specifically, the article explained what’s involved in turning interest in CAS into action and incorporating automation for a successful CAS practice. This is part 2 in a...…

October 28, 2019 

Firms looking to scale their CAS offerings frequently face some common complications. Among them are converting compliance clients to CAS, securing buy-ins from partners and practices, establishing a marketing plan and marketing resources, optimizing ...

October 24, 2019 

High-growth firms spent nearly 42% more of their marketing budget on digital marketing techniques than low-growth firms. While traditional marketing investments such as sponsorships, membership dues, and networking events remain top expenses at most ...

October 24, 2019 

The new CCH Axcess Client Collaboration module saves firms and their clients time when engaging, onboarding, and collaborating throughout the engagement by providing each side with a frictionless experience for all communication, from secure source ...

October 23, 2019 

Professional services firm Sikich announced Tuesday that it has agreed to acquire Oak Brook, Illinois-based public accounting firm, Scanlan & Leo, Ltd.

October 22, 2019 

The national accounting firm Weaver, one of the 35 largest certified public accounting firms in the United States, announced today its expansion into Oklahoma City with audit partner Zeeshan Khan at the helm. The office is located at 101 Park Avenue, Suit

October 22, 2019 

Established in 2015, the Marcum Day of Service was conceived as a way to give Marcum associates the opportunity to come together in a collaborative activity on a single day to support the charitable mission of the Marcum Foundation, which supports ...

October 21, 2019 

Capture every billable hour easily with BQE Core’s hassle-free time cards, free mileage tracking, and OCR receipt scanning. Real-time dashboards display employee utilization rates at a glance so you can make smarter decisions.

October 21, 2019 

The accounting and business advisory firm Friedman LLP has opened a new location in Los Angeles and relocated its New Jersey office. The firm has locations throughout the U.S., as well as in Beijing and Shanghai, China.

October 7, 2019 

Accounting and tax professionals have an opportunity to earn up to 10 hours of continuing professional education at no cost on Thursday, December 12, 2019, as CPA Practice Advisor once again presents its annual free live-streaming conference, ...

Isaac M. O'Bannon

October 18, 2019 

Web portals can drastically reduce the time it takes to obtain documents from clients. Instead of waiting until a client faxes in or emails a document, firms can provide their clients with a list of documents required, which the client, in turn, can ...

Mary Girsch-Bock

October 18, 2019 

Designed for accounting professionals, CCH Axcess Portal is a module in the CCH Axcess cloud software solution from Wolters Kluwer. CCH Axcess Portal can be used as a stand-alone portal, or used in conjunction with other CCH Axcess modules for a more ...

Mary Girsch-Bock