Firm Management

June 25, 2018 

According to a new commissioned study conducted by Forrester Consulting on behalf of Ernst & Young LLP (EY), companies that deploy broad-based, customer-centric approaches generate the greatest value and maturity relative to their overarching digital ...

June 25, 2018 

How does your firm exchange important financial documents with clients? Do clients send earnings statements and tax documents by regular mail, or perhaps as email attachments? In the event of an audit, how are PBC (prepared by client) supporting documents delivered? Finally, how does your firm exchange documents requiring client signature? Tax and financial documents...…

June 22, 2018 

Lewis Sharpstone, CPA, will focus on the "P" (for "public") in the professional designation "certified public accountant" during his 2018-19 tenure as chair of the California Society of CPAs (CalCPA.org), the nation's largest state CPA society.

June 20, 2018 

We are focusing on Artist clients in the niche practices area of this month’s magazine, and so we decided to go down the path of art creation and appreciation apps as a corollary to those articles. I like to think of Venus Paradise coloring sets as ...

Gail Perry

Firm Management June 20, 2018 

Marketing your firm’s accounting services to an artist may feel like an up-hill challenge, but a challenge, non the less, that can be conquered. By helping artists perceive the connection between their art and financial planning to help them be ...

Becky Livingston

June 19, 2018 

Top Firm Management Social Media: What U.S. Firms Need to Know About GDPR. Canopy Blog.https://bit.ly/2H2uMC1 5 Ways to Project Confidence in Front of an Audience. Harvard Business Review.https://bit.ly/2LCHlax Business Development Strategies for Accounting Firms. Wolters Kluwer Blog.https://bit.ly/2Jh4IIs 10 Ways Your Firm Can Find New Clients. Xero Accountant Guides.https://bit.ly/2xrrTer What is Quality Content? Thomson Reuters Blog.https://tmsnrt.rs/2J3WzDT...…

June 19, 2018 

For years, accountants have heard that our profession is changing. With the advent of new technology, we no longer will be data entry specialists or spend excess billable hours working on tax returns; instead, we have to morph ourselves into trusted ...

Andrew Johnson

June 19, 2018 

CPA firms are also once again changing. For many, the first customer facing technology may have been offering self-service options to extend back office functionality. Electronic invoicing and collections are two early examples that date back to the ...

June 19, 2018 

No competitive business can be successful without growth. In today’s rapidly changing economic landscape, companies are under pressure to expand market share, seek out new development opportunities, and most importantly, identify unique offerings that ...

Mike Grzegorek

June 19, 2018 

What are your firm’s two playbooks? Start by focusing on defining the goals of your current organization. Those goals probably include delivering outstanding client service by creating profit for your clients and yourself; the usual win/win.

Michael Wherry

June 18, 2018 

Unfortunately for accounting firms nationwide, this specialization has resulted in an alarming new finding. Hackers are now specifically targeting your firm. With most firms using relatively similar software and service providers, a flaw found in one ...

June 15, 2018 

The Illinois CPA Society presented its annual awards at its Leadership Recognition Dinner, held in Chicago on June 14, 2018.