Accounting April 30, 2026
3 Things Accounting Firms Must Fix to Stop Losing Clients
Firms that retain clients all share a few simple habits, and the firms that lose clients tend to make the same preventable mistakes.
May 7, 2019
Armanino Acquires Bolar Hirsch & Jennings, Expands to Orange County, CA
Bolar Hirsch & Jennings’ tax practice includes specialization in high-net-worth individuals, real estate and corporate tax solutions. This expertise is complemented by Armanino’s existing ability to serve individuals with a full family-office offering...
May 7, 2019
AICPA Launches Diversity Evaluation Tool
The AICPA works to encourage and promote diversity & inclusion within the CPA profession and its workforce. The U.S. census projects that minorities will comprise the majority of the population in the U.S. by 2045. The AICPA believes that a workplace ...
May 6, 2019
Ensuring Success 2019 – Earn 1-10 Hours of Free CPE in 1 Day!
Earn from 1 to 10 hours of CPE in one day online, from the comfort of your office or home. Pick only the webcasts you want, and finish up your CPE requirements before year-end.
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May 1, 2019
BDO Acquires TAXPE
The addition of TAXPE’s services, specifically in the area of tax process design and through the team’s extensive Fortune 500 company ASC 740 experience, will enhance BDO’s focus on driving solutions to meet the dynamic needs of corporate tax departments.
April 29, 2019
How to Revive Your Marketing Efforts After Tax Season
If you’re like most small firms your marketing activities were placed on the back burner while you studied the TCJA and translated the new law for your clients this tax season. Take a breath – or a well-deserved vacation – and then dust off your marketing
April 23, 2019
How to Implement a Mindfulness Program in Your Practice
Mindfulness is a term that can be overused, and often is not given enough weight as a necessary practice in our work lives. The tipping point for the mindfulness movement probably came in 2016, when TIME Magazine published a special edition devoted ...
April 19, 2019
Professionals on the Move
A roundup of promotions and firm news from the accounting profession.
April 19, 2019
Do Your Best Vision Management
April 2019 Issue Many of you have put off reading this issue and article until after a hectic tax season that changed your processes and rhythm because of the Tax Cuts and Jobs Act (TCJA). One of the advantages of being a consultant to the ...
April 18, 2019
Apps We Love April 2019 – Shipping & Mailing
Do you ship packages? Do you struggle with verifying zip codes? Do you need tracking information? Do you fret over delivery delays or lack of real people to answer questions? We’ve surveyed the CPA Practice Advisor community as well as various shipping options on the internet and have found some tools that you might find...…
April 17, 2019
The 3-Month Marketing Guide to Gain Transportation Industry Clients
If you’re targeting transportation companies in your firm’s growth strategy, this Ultimate Guide was developed for you. Before marketing, research the target market – define who you want to work with; identify specific transportation industries; develop a buyer persona of your perfect client; and pin point the geographic market. Once those items have been developed,...…
April 16, 2019
Creating Structure Around Innovation
The innovation process within firms is often chaotic and uncoordinated if it exists at all. While it’s true that innovation is messy, leaders cannot expect to merely tell people the goal is to be innovative and expect amazing things.
April 16, 2019
Optimization vs. Transformation
Bringing in technology to optimize what your firm already does will not somehow transform your business model. So let’s take a look at the differences between optimization and transformation.