Firm Management

November 1, 2018 

Ernst & Young LLP (EY) announced today that the 52 professionals of NogginLabs have joined the EY People Advisory Services practice. This new team significantly expands EY’s resources providing digital learning and training services to clients.

November 1, 2018 

Although corporate mergers and acquisition activity continues to set new records, according to the Harvard Business Review the failure rate exceeds 70%. Why? Because companies, including CPA firms, “…that focus on what they are going to get from an ...

October 30, 2018 

Persuading others to vouch for your services may not be as difficult as you think.

October 29, 2018 

Promoting your tax and accounting firm digitally can be daunting, which is why we produced this free white paper.  Use this white paper as a step by step guide for launching your social media and refer to it as you make stragety adjustments each fiscal year. 

October 29, 2018 

Learning and optimizing digital marketing techniques can be intimidating for small tax and accounting firms which is why we produced this free whitepaper. Get this free whitepaper, 7 Easy Digital Marketing Ideas for Small Tax Firms to Grow their Online Presence, to learn how solo and small tax & accounting firms can easily start growing...…

October 29, 2018 

Evaluating your clients on a routine basis is good business practice. Over time, a client’s profile and expectations may change, no longer making them a good fit for your firm. Though not an easy task, disengaging from risky clients can be your best ...

October 24, 2018 

For accounting firms that plan to remain independent and grow organically, the costs of reactive IT management affect profits, productivity and retention.

October 23, 2018 

Each candidate demonstrated the positive impact of championing transformation and truly saw their role beyond just finance to a holistic vision of business success.

October 22, 2018 

The polls have opened for voting in the 2018 Intuit QuickBooks Global Firm of the Future contest. The public vote, which closes October 31, 2018, will determine which of the contest’s five finalists − Cloud Bookkeeping Services, PJCO, Reconciled, ...

October 17, 2018 

Previously offered to tax and accounting professionals under the name ClientWhys, this integrated suite of applications that provides marketing related tools and resources has recently rebranded itself as CountingWorks Pro. Along with custom website ...

Mary Girsch-Bock

October 17, 2018 

Moss Adams, one of the largest accounting, consulting and wealth management firms in the nation, will combine with BPW&C, an Albuquerque-based accounting firm. Effective Nov. 1, the 21 professionals at BPW&C will join Moss Adams, including one partner and two directors, growing the firm’s Albuquerque location to 90 people. “The addition of BPW&C’s talented staff...…

October 15, 2018 

Citrix ShareFile 800-441-3456 www.sharefile.com From the 2018 reviews of client portal systems for accounting firms. Citrix ShareFile is a comprehensive application designed for businesses including accounting firms, of any size. Along with secure file sharing, ShareFile also offers cloud storage capability, secure email capability, and the ability to handle files of any size.   ShareFile is...…

Mary Girsch-Bock