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
May 29, 2018
The upcoming conference season and lull before the extension season provides a great opportunity for firms to evaluate the current status of their production processes and target areas for improvement. The above highlighted findings of the ...
Technology May 22, 2018
Up early in the morning and working late into the evening, many shop owners are not only working on the business, they are working in the business. Consider your wardrobe; the time of day you can speak with them one-on-one without too many distractions.
May 22, 2018
7 Tips to Get the Most from CPE Credits By Mohamed Markar 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...…
May 21, 2018
Both attorneys have decades of experience constructing and executing personalized strategic business and tax plans for successful individuals, families and their businesses. Forster will serve as the private wealth practice team coordinator for the ...
May 21, 2018
Transformation happens one step at a time. One decision at a time. Repeated steps in the right direction lead to new destinations instead of down the same old paths. But we must keep in mind that the road to change or transformation is uphill.
May 21, 2018
Any device that communicates and can be accessed via the internet based upon its IP addresses plays a role in your firm’s security. This obviously includes mobile devices, but it may also include copiers, printers, thermostats, televisions, motion ...
May 20, 2018
The members of the Wichita team that BKD is acquiring from Grant Thornton—which includes one partner and 16 professionals—will join BKD’s local operations at 1551 N. Waterfront Parkway. With approximately 2,650 personnel and 280 partners, BKD ...
May 20, 2018
Rootworks, a member-based education organization for accounting professionals, has launched a new online member platform. Grow serves as home-base for Rootworks members as they work on building a Modern Firm.
May 20, 2018
In a world defined by accelerating change and complexity, the ability to anticipate disruptions, problems, and game-changing opportunities will be the most important skill any business person can possess. Agility—reacting quickly after a problem or disruption occurs—is no longer good enough in a world driven by technology that is changing at exponential speeds. It is...…
May 20, 2018
The pressure to grow, availability of capital and the constant exposure to “pitched” deals make it very easy for companies to fall into a frantic, reactive position rather than remaining focused and disciplined.
May 20, 2018
The most stunning statistic today in the CPA industry is this: 80% of first generation firms never make it to the second. Why? They have non-existent or ineffective succession plans.
May 17, 2018
While 82 percent of U.S. workers surveyed say the ability to work from anywhere at any time allows them to maintain a healthy work-life balance, more than half (62%) still prefer to work in the office — and this number is even higher among young ...