Firm Management August 7, 2026
Building an AI-First Culture (Without AI Slop)
Leaders who draft their own first pass and summarize before escalating to the board or partner group make “AI-first” credible instead of aspirational.
May 22, 2019
Professionals on the Move: May 24, 2019
A roundup of recent transitions, promotions and other staffing news at accounting firms across the nation.
May 22, 2019
Mathieson, Moyski, Austin & Co., LLP Joins Accounting Association CPAmerica
Each firm undergoes a rigorous quality review prior to obtaining membership in CPAmerica. Only those firms with the highest standards in all practice areas are approved by the council of members.
May 22, 2019
BDO Acquires Philly Firm AC Lordi
Founded in 2001, AC Lordi specializes in accounting, risk and compliance, business advisory and CFO services. The firm’s practice areas include SEC reporting, technical accounting, internal and IT audit, SOX compliance and finance ...
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May 13, 2019
Do Your Best People Management
While there are obvious advantages to having your CPA license, a Series 7/65/66 RIA, CFP, ABV, CVA, CBA, or ACFE to validate a particular level of accounting or financial competence, in the information technology world, the certifications are ...
May 13, 2019
Focus on the Digital Client Experience and the Revenue Will Follow
A combination of technology and process can provide powerful tools for your team and clients, but the overall mindset within your firm is also critical. Leaders must prioritize making clients’ lives easier and focus on continuous improvement.
May 13, 2019
blumshapiro Foundation Announces New Board, Enhanced Mission for Coming Year
blumshapiro, the largest regional business advisory firm based in New England, announced today that the blumshapiro Foundation has a new Board of Directors and a new focus that will continue the firm’s tradition of community giving for the year to come.
May 13, 2019
5 Ways Accounting Firms Can Attract Food Store Clients
If you’re firm is adding or expanding food stores to its industry clients, here are five marketing munchies you can use to attract them.
May 13, 2019
Seven Profit-Focused Bells and Whistles to Add to Your Website
May is the perfect time of year to finalize your marketing strategy for the rest of 2019. Your website is the centerpiece of your digital presence; its 24/7 worldwide reach is the perfect place to make a few tactical upgrades to increase ...
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May 13, 2019
Apps We Love: Financial Planning
Do you trust your money to financial apps? I know many people who find online banking risky and won’t use online investing and planning services, but others have gotten over the hump of trusting online financial services.
May 13, 2019
Going All In
As we reflect back on the end of another busy season of the accounting industry, we are left as always to reflect back on one simple question. Why is busy season always so hard?
May 13, 2019
The Client is (Always? Usually? Sometimes?) Right
Numbers are numbers are numbers, right? If it were all about the numbers, accountants would have seen themselves replaced by computers by now.
May 10, 2019
7 Ways to Prepare Your Accounting Firm’s Marketing for 2020
Ten years ago the iPhone was the only "smartphone" on the market, and few could afford such cutting-edge technology. Fast forward to today where we have access to virtual reality, driverless cars, and incredible convenience ...