Firm Management

September 9, 2019 

The tasks being automated aren’t what clients value. Does anyone truly believe that clients appreciate that your staff manually enters every number into a tax return or trial balance? Of course not.

Jim Boomer

September 5, 2019 

By recommending and acknowledging that we have an understanding of our clients’ challenges and concerns, we are fulfilling an important role, that of a consultative partner. It’s an important step in cementing relationships that ultimately builds our ...

September 4, 2019 

The accounting profession tends to overcomplicate processes and insert extra steps to ensure quality. Even if you’ve been through a process improvement initiative, unless you continually monitor the process and look for ways to improve it, these extra ...

Arianna Campbell

September 2, 2019 

If your firm is targeting educators and tutors as a new industry vertical, or looking to expand its opportunity within this vertical, here are some marketing tips.

Becky Livingston

August 29, 2019 

How does your firm exchange important financial documents with clients? Do clients send bookkeeping and tax docs by regular mail, or via email? The Doc.It client portal is perfect for firms of 3 or more accountants. Download the guide to learn more.

August 29, 2019 

Let’s start here: I am not a tax professional. I understand very little about taxes beyond the W-somethings I fill out at work. Fortunately, I don’t need to be an expert. That’s what my CPA, Dorothy, is for. And she’s been an incredible asset to me these last several years, helping me move states, change...…

August 28, 2019 

Demand for accounting and finance professionals remains high according to July's jobs report numbers from the U.S. Bureau of Labor Statistics (BLS). Employers added 164,000 jobs in July, including 6,300 jobs in accounting and bookkeeping services.

August 27, 2019 

Customers get subscription access to a library of ready-made videos on services like tax preparation and planning, bookkeeping, payroll, controller services, advisory, and tax resolution.

August 26, 2019 

, regulatory changes and more demanding clients, and it’s understandable if you’ve had little time to consider what’s ahead. These are created when the array of software, solutions and subscriptions you’ve deployed don’t play well together. One function of your firm could be using a customer relationship management (CRM) solution to handle interactions with clients...…

Mark van Leeuwen

August 26, 2019 

HLB, the global network of independent advisory and accounting firms, welcomes its newest member, HLB Belize LLP. Founded in 1984, HLB Belize is a professional services firm with expertise in audit & assurance services and has offices in Belize City and the Corozal Free Zone of the Belize-Mexico Border. Managing Partner, Claude Burrell says: “We...…

August 23, 2019 

Haskell & White, one of the largest independent public accounting firms in Southern California, is pleased to announce the promotions of three key client service team members and an invaluable member of the firm’s back-office team. “Haskell & White is a big believer in giving our staff the opportunity to thrive,” said Managing Partner Wayne...…

August 23, 2019 

This simple psychological loop is perpetuated by whether your business failed to meet, met or exceeded a client’s preconceived notions. In short, customer expectations define the client experience.