Firm Management

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April 18, 2018 

6 Spring Cleaning Tips for the Post-Tax Season

Tax season is over - hallelujah. From my experience working with numerous accounting firms on their digital strategies, I know for a fact that a number of accountants (but mostly partners and practice owners) get close to burnout during this season ...

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April 18, 2018 

7 Tips to Get the Most from CPE Credits

As a working CPA, your time is valuable. Faced with the duties of your profession, it’s challenging to find the time to earn continuing education credits. It’s especially difficult if you happen to be the CEO of a successful accounting firm as well ...

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April 17, 2018 

Apps We Love: 21st Century Adulting

The Urban Dictionary defines Adulting in this way: To carry out one or more of the duties and responsibilities expected of fully developed individuals (paying off that credit card debt, settling beef without blasting social media, etc).

Gail Perry

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April 16, 2018 

Lessons I Learned from “The Greatest Showman”

The critics complain that the storyline isn’t true to fact, that the movie is “square” because people don’t like musicals any more, that the presentation of “human oddities” like a bearded lady, Tom Thumb, and others, is exploitive and inappropriate.

Gail Perry

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April 13, 2018 

How GDPR Will Impact U.S.-Based Firms

If you pay attention to overseas regulations, the term GDPR has probably entered your consciousness. But what is it exactly? More importantly, can it potentially impact U.S.-based firms?

Jim Boomer

 April 2018 Firm Management Channel

April 13, 2018 

April 2018 Firm Management Channel

Top Social Media and Blog Posts: What do Millennials Really Want at Work? The Same as the Rest of Us. Harvard Business Review.http://bit.ly/1WfsdAy The 5 Best Times to Evaluate Technology. Wolters Kluwer blog.http://bit.ly/2u6V4Sh Introducing the Blockchain Concept to Your Firm. CPA Consultants Alliance blog.http://bit.ly/2Ggm0nk How Frustration Can Make Us More Creative. TED Talks video.http://bit.ly/1Zgutpp 5...…

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April 10, 2018 

4 Red Flags on Choosing New Clients

Hindsight is 20-20. Over the course of my career, I have regretted accepting select engagements. The interesting thing is a voice in my head always told me to “run!” I listen now after much aggravation and loss of time and money. The patterns that thes