Firm Management

January 1, 2019 

December has come again, and it’s time to predict the big stories for 2019. Here are the seven trends I think will have transformational impact on practitioners and their firms in the coming year:

Brian Tankersley

December 19, 2018 

Your small business clients are uniquely suited to help your practice grow; in fact, they are very likely your most innovative thinkers who are most open to new ideas. However, due to limited finances and staffing, they may be more in need of your ...

Hector Garcia

December 19, 2018 

As the Internet and Google is ever-changing, so is the behavior of its users and their needs which are currently shifting from global to locally-oriented searches. Currently it’s estimated that 59% of Internet searches are now performed with local intent and approximately half of all mobile searches are conducted to find information about a local...…

Brian Swanson

December 17, 2018 

Understanding the mind of the new millennial generation is one of the growing challenges firms of all sizes are faced with today and this challenge often results in firms feeling that these new millennials are entitled and lazy, but are they really ...

Garrett Wagner

December 17, 2018 

While word of mouth and referrals are still the best marketing tools for you, here are some additional tactics you can use to market your firm to in-home day care clients.

Becky Livingston

December 17, 2018 

With over 15 years of tax planning experience, Simpson has provided sound strategic planning for both U.S. and multi-national corporations. She has worked as an International Tax Director at PricewaterhouseCoopers LLP in Boston since 2004, and since ...

December 17, 2018 

A colleague recently shared an amusing story with me. At a firm she worked for, an older partner refused to use email. Instead, he tasked a staff member with sending and receiving all email to and from clients on his behalf. As if that weren’t bad enough, the partner insisted the staff member format all...…

Arianna Campbell

December 17, 2018 

When we talk about AI, the image that comes to mind for most people is robots doing many of the jobs we’re doing today. But AI is not just a futuristic vision for accounting firms. In proactive firms, the future is already here.

Jim Boomer

December 17, 2018 

The increasing rate of technological evolution and of software vendors attempting to integrate with that evolution continues to happen at a fever pitch. With that in mind we offer our predictions as to those items that we believe will have the highest ...

Roman Kepczyk

December 17, 2018 

Why Most Firms Don’t Make It to the Second Generation By Marc Rosenberg, CPA The short answer is that CPA firms stink at succession planning.  Firms’ entire operations are geared to maximizing short-term profits, focusing on today at the expense of tomorrow.  Evidence of this is the following: A 60 year-old sole practitioner wants to...…

December 17, 2018 

Boomer Consulting, Inc. has announced important leadership changes. Arianna Campbell, Lean Six Sigma Black Belt, has been named Director and will lead Boomer Consulting’s Lean Six Sigma process improvement practice.

December 14, 2018 

Drake DocumentsDrake Softwarewww.drakesoftware.com From the 2018 reviews of Document Management and Documents Storage Systems for accounting firms. Drake Documents, part of Drake Tax is best suited for small to mid-sized accounting firms that use Drake Tax or plan to do so in the future. Part of Drake Software’s suite of applications, Drake Documents is not sold...…

Mary Girsch-Bock