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
July 18, 2018
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 ...
July 17, 2018
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 ...
July 17, 2018
Love going on vacation but worried about taking time off? You’re not alone. The majority of workers in a recent Accountemps survey said they typically check in with the office at least once or twice a week during their vacation.
July 16, 2018
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...…
July 12, 2018
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 ...
Firm Management July 12, 2018
Summers can be tough: The busy season is behind you, and the workload has lightened. To make matters worse, the sun is shining and the pace of everything seems to be slowing down. It's easy to get distracted. To help you stay focused, commit to ...
July 11, 2018
As private equity funds have substantially increased their investments in real estate in recent years, EisnerAmper LLP announced that it has formed a Real Estate Private Equity Group. Based in EisnerAmper’s New York City office, partner Lisa Knee will be the national leader of the Real Estate Private Equity Group. Assisting Lisa will be partner...…
July 10, 2018
According to the 19th Annual Rosenberg Practice Management Survey, for firms in the $2 million to $10 million category, 65.5% of partners are over the age of 50. Among sole practitioners and smaller firms, the percentage is 71.1%.
July 10, 2018
Squire, located in Orem, Utah, and PRPR, located in downtown Salt Lake City, together will offer new expertise to both companies’ client rosters, enabling the combined company to offer new and existing clients across several sectors a broadened ...
July 9, 2018
If you’re not confident about your ability to come up with marketing ideas, you might want to outsource to a marketing expert. Consider using online marketing, social media, in-person and online networking, and community-based marketing to help you ...
July 6, 2018
PKF International has announced the addition of PFC Accounting in Calgary and Red Deer, Canada as the newest independent member firm in North America. PKF is a global network of legally independent firms bound together by a shared commitment to ...
July 6, 2018
One Long Island-based tax and business advisory firm discovered a unique and fun way to show appreciation for their employees and celebrate the end of a busy tax season. For the second consecutive year, accounting and business advisory firm Margolin ...