Firm Management

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July 5, 2018 

How One Accounting Firm Created An Industry Niche

Michael Bohinc is a CPA, a baseball nut and the son of a plumber, so he combined these parts of his background as he developed an industry niche focused on plumbing and HVAC (heating, ventilation and air conditioning) contractors.

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July 3, 2018 

Withum Names Three New Partners

The large national accounting firm WithumSmith+Brown has announced the promotion of three senior managers to the position of partner. Ryan Babiak, Joseph Cassano and Shawn P. Gillon are the newest partners to join the firm’s growing corporate leadership team, effective July 1, 2018. New partner bios can be viewed here. “Ryan, Joe and Shawn represent...…

 Game of Loans: Managing Debt for Young CPAs

June 29, 2018 

Game of Loans: Managing Debt for Young CPAs

The latest numbers on student debt in the U.S. are not pretty. 70 percent of 2017 college graduates left school with loan debt1 $39,400 average total student loan debt amount1 $351 average monthly student loan payment1 What’s more, studies show 73 percent of millennials are in debt… 68 percent report debt has negatively impacted their...…

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June 28, 2018 

Armanino Launches Risk Assurance and Advisory Services

Armanino LLP has launched a combined Risk Assurance and Advisory Services practice to enhance its ability to offer a wide range of risk and compliance solutions to clients. The move brings an innovative approach to compliance with a ...

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June 25, 2018 

Securely Sharing Client Documents: It’s Time to Consider a Portal

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...…

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June 22, 2018 

California CPA Society Gets New Chairman

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.

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June 20, 2018 

Apps We Love – Art

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

 June 2018 Firm Management Channel

June 19, 2018 

June 2018 Firm Management Channel

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...…