Firm Management

September 10, 2018 

Building a World-Class Marketing Culture in Your Firm – Part II This article continues the series on creating a world-class marketing culture in your firm. In Part 1, we explored the definition of marketing and its centrality in the life of a firm. In Part 2, we examine the firm’s brand—what it is, what it...…

Firm Management September 10, 2018 

If your firm is focusing on the fishing industry vertical, accessing these potential clients requires a diversified, marketing tackle box. In fact, according to the 2017 Labor Force Statistics, nearly 25 percent of the employees in this industry are women, which could be a new niche for your firm that could suggest a different approach...…

Becky Livingston

September 10, 2018 

Big data has become a buzzword in the accounting profession, but like other trending topics such as blockchain, AI and machine learning, it’s one that CPAs really need to understand.

Jim Boomer

September 7, 2018 

The Oregon accounting firm Jones & Roth has joined PrimeGlobal‘s North America region. Founded on a commitment to make a positive impact in the lives of their clients, employees, and the community, Jones & Roth is recognized as one of Oregon’s most trusted CPA firms. Jones & Roth services span the areas of tax, audit...…

September 4, 2018 

Having a formal onboarding process for moving clients to a CAS program helps minimize the challenges that accompany this change.

September 1, 2018 

Leaders in CPA firms across the country agree that Client Accounting Services (CAS) is an emerging, growing and profitable opportunity. In fact, it is one of the fastest growing new revenue segments of many Top 100 Firms, but it is relevant and ...

Jim Boomer

August 30, 2018 

All medical marijuana growers and dispensaries have very specific accounting requirements and are need of qualified Accountants and Bookkeepers to help them stay compliant as well as stay on top of their cash flow, inventory management, and ...

Richard Roppa-Roberts

August 29, 2018 

Every firm needs to attract new clients and most firms in the country tend to have one partner who seems to have a natural gift of bringing in new clients. That person is your rainmaker. Everyone else at the firm maintains a client relationship and ...

Garrett Wagner

August 28, 2018 

When thinking of cyber risks, most accounting firm leaders think about threats from hackers. But the threats that are most likely to affect the firm are also the ones that the firm has the most power to prevent.

August 24, 2018 

The SF-Marin Food Bank feeds 225,000 people each year. Thirty-thousand families receive healthy groceries at more than 260 pantries in the Bay Area. SD Mayer & Associates staff will sort produce and pack boxes that will be delivered to local pantries.

August 23, 2018 

If someone asked, would you be able to describe your accounting firm’s corporate culture? This concept is the topic of many a workplace report, but what does it mean?

Paul McDonald

August 22, 2018 

Attend any conference or peruse any publication in the accounting profession and you’re sure to hear talk about the impact of artificial intelligence (AI), machine learning and other emerging technologies. These advancements present a tremendous ...

Arianna Campbell