Firm Management

 Smith & Howard Announces New Managing Partners

July 25, 2018 

Smith & Howard Announces New Managing Partners

Smith & Howard, an Atlanta accounting and advisory firm, announces today a leadership transition plan that includes the appointment of Sean C. Taylor as Managing Partner, effective January 1, 2019. Taylor assumes the role from long-time Managing ...

FOTF Intuit Firm of the Future 2018 FNL 5b5f838c4f36b

July 24, 2018 

Are You a Firm of the Future?

The call for entries is open through August 12, 2018 at 11:59 PM Eastern. Any bookkeeping, full-service accounting, and/or tax firm based in Australia, Canada (except Quebec), the United Kingdom, the United States and, for the first time, India are ...

 July 2018 Firm Management Channel

July 24, 2018 

July 2018 Firm Management Channel

  Firm Management Social Media: Can Your Receptionist be a Profit Center? Firm of the Future.https://bit.ly/2KaA6JS 3 Steps to ID and Fix Bottlenecks in Firm Workflow. Thomson Reuters Blog.https://tinyurl.com/yaeo9enl What a Great Succession Plan Looks Like. Rosenberg Blog.https://bit.ly/2KpRNkL Benchmarking Your Firm Against Others. Karbon Blog.https://bit.ly/2KkmE5z 3 Tips to Help Clients Through Hurricane Season. AICPA Insights.https://bit.ly/2KaNL3N...…

 3 Mindfulness Myths Debunked

July 18, 2018 

3 Mindfulness Myths Debunked

As a culture, we have the tendency to be incredibly skeptical of any concept or idea that comes with the promise of improving our inner lives, especially if it’s rooted in a religious practice or delivered by self-proclaimed self-help gurus.

Amy Vetter

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July 18, 2018 

Accountants as Advisors

The compliance task is still a necessity, but as the recent changes in the tax code and the resulting postcard sized tax return illustrate, much can be done automatically. Fewer individuals will need to itemize and will consider doing their tax ...

Gail Perry

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July 17, 2018 

Every CPA Firm Needs to be a Security Company

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 ...

Matt Wilgus

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July 16, 2018 

What Referral Sources Expect from You

It’s not only CPA firm marketing professionals and consultants who encourage CPAs to ask their referral sources for leads. Referral sources themselves expect to be asked for leads. While moderating a panel of referral sources for a client training program the panelists described good referral sources as those who: Reciprocate leads Provide value for fees...…

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July 12, 2018 

TIAG and TAG Alliances Adds Eleven New Firms On Four Continents

These new additions bring TAG Alliances’ overall global reach to 295 member firms located in over 750 offices in 110 countries. Furthermore, these new additions and a recent survey of all member firms place the collective revenue of member firms ...