Firm Management June 15, 2026
When practices use AI for everyday work, they gain more time, more clarity, more consistency, and more capacity—and deliver a better experience for clients and a more sustainable workload for their teams.
June 11, 2026
June 10, 2026
August 1, 2018
The new office will be in the R&R Realty Summit Building off Jordan Creek Parkway, which is across a parking lot from TDT’s previous West Des Moines location in the R&R Realty Coronado Building.
August 1, 2018
Traditionally, accountants and accounting marketers relied primarily on face-to-face networking for marketing and business development. With the proliferation of social media, a paradigm shift has occurred from in-person conversations to online ...
July 31, 2018
High performing firms are excelling in marketing culture, marketing goal achievement, marketing plan development, and more according to the 2018 Marketing and Business Development Strategies at Accounting Firms study by Capstone Marketing and Bay ...
July 30, 2018
One of the top challenges business executives face today is finding and retaining the best and brightest employees in their industry.
July 30, 2018
SWC specializes in the technology solutions that match the needs of midmarket organizations, including managed services, data analytics, cloud computing and custom application development. This encompasses infrastructure solutions such as unified ...
July 27, 2018
GDPR went into effect on May 25. According to Stan Sterna and Ken Mackunis of AICPA|Aon, here are some questions and actions CPA firms should consider.
July 25, 2018
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 ...
July 24, 2018 Sponsored
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 24, 2018
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...…
July 19, 2018
There is no shortage of articles that provide guidance on how to develop a marketing program for firms. But what’s not being discussed currently is the concept of culture. Beyond standard tactical tips, it’s critical to first understand the broader idea o
Firm Management July 18, 2018
Summer is an HVAC business’ busiest time of year. With that in mind, you have to think outside the box to reach your busy clients and prospects. What’s an accountant to do?
July 18, 2018
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.