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
June 19, 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 ...
June 19, 2018
No competitive business can be successful without growth. In today’s rapidly changing economic landscape, companies are under pressure to expand market share, seek out new development opportunities, and most importantly, identify unique offerings that ...
June 19, 2018
What are your firm’s two playbooks? Start by focusing on defining the goals of your current organization. Those goals probably include delivering outstanding client service by creating profit for your clients and yourself; the usual win/win.
June 18, 2018
Unfortunately for accounting firms nationwide, this specialization has resulted in an alarming new finding. Hackers are now specifically targeting your firm. With most firms using relatively similar software and service providers, a flaw found in one ...
June 15, 2018
The Illinois CPA Society presented its annual awards at its Leadership Recognition Dinner, held in Chicago on June 14, 2018.
June 13, 2018
As I’ve written about previously, many firms are expanding into technology consulting, either by buying an existing technology consulting firm or building it from scratch. So it’s no surprise that one of the major skillsets for non-accountant hires is ...
June 12, 2018
Even though your recent graduates have just spent the last several years preparing for their first job, there’s still so much more they need to know. It can be jarring to go straight from school to the fast pace of a public accounting firm.
June 7, 2018
As a business grows, so does the information within it. Paper documents and digital data can grow exponentially, choking your business processes and slowing your scaling—often when scaling is most vital. By implementing a document management solution ...
June 6, 2018
The award is part of the Society for Human Resource Management’s (SHRM’s) national program to help employers become more successful by transforming the way they view and adopt effective and flexible workplaces.
June 5, 2018
With approximately 2,700 employees across the United States, Baker Tilly is ranked as one of the top 15 largest accounting and advisory firms in the country. Headquartered in Chicago, Baker Tilly is an independent member of Baker Tilly International, ...
June 1, 2018
Fort Worth-based RCO provides its clients with a variety of accounting and consulting services across a broad range of industries. The firm will join BKD’s approximately 2,650 personnel and 280 partners.
May 30, 2018
Last year at the DigitalCPA Conference I got a chance to tour Google's Headquarters in Silicon Valley. I was with a group of leading partners in major firms including my great friend, Joey Havens. We were treated to a discussion with Google's Chief ...