Firm Management December 11, 2025
Client Experience as a Growth Strategy: Moving Beyond Compliance
Today, compliance isn’t enough to differentiate your firm. If you want to stay competitive, you need to focus on CX.
May 10, 2017
TSheets Increases Billable Time with QBO Integration
TSheets, a developer of time tracking software, today announced a deeper integration with Intuit’s QuickBooks Online designed to deliver accurate payroll and invoicing – without the manual entry. Customers will now be able track billable time against customers, services, employees and more, as well as easily review, edit and approve time straight from within QuickBooks...…
May 8, 2017
7 Website Tips to Drive Real Accounting Firm Growth
If you’re like the majority of accounting firms, most of your new business comes from networking and referrals. This is perfectly normal—referrals are marketing gold, and always will be—but be careful not to lean on them too much.
May 8, 2017
10 Tips for Firm Strategic Retreats
Another tax season is over and many CPA firms are turning their attention to scheduling their annual planning retreat. If you're not one of them then I encourage you to become one; planning retreats are a critical part of firm management and strategy.
May 4, 2017
New Workflow System Automates Accounting Firm Management
Scalus, an all-in-one SaaS solution offering process automation, workflow efficiency and project management, has officially launched out of beta with new product features for the modern-day accounting firm.
May 4, 2017
The Top 4 Things CPAs Must Know About Trademarks
Your accounting firm’s name serves as its brand identity and is generally the first thing clients see when they arrive at your office. The name of your firm is also what your clients use when talking to colleagues and sending you referral business.
May 4, 2017
Indiana CPA Society Recognized as Best Place to Work
INCPAS ranked seventh out of the 46 small companies named to the list in the "small companies' category" (15-74 U.S. employees). INCPAS Senior Vice President and COO Jennifer Briggs, CAE, accepted the award on the Society's behalf.
May 4, 2017
IT and Business Consulting Firm LBMC Acquires Atlanta-Based Pivotal Bridge
Intacct Premiere Partner, LBMC Technology Solutions, LLC has acquired Atlanta-based Pivotal Bridge, LLC’s Intacct practice effective immediately and will operate under the name LBMC Technology Solutions.
May 4, 2017
CosmoLex v4.8 Brings the Release of New Accounts Payable Module
CosmoLex, a cloud-based, law practice management software provider, has announced the full release of a new Accounts Payable module in CosmoLex v4.8. Introduced in beta at this year’s ABA TECHSHOW conference in Chicago, the new Accounts Payable Module ...
May 3, 2017
PrimeGlobal Adds French Firm Audit Gestion Conseil
The international accounting network PrimeGlobal has announced the addition of French firm Audit Gestion Conseil to the association’s Europe, Middle East & Africa Region.
May 3, 2017
Congress Votes to Change Overtime Laws, Allow Employers to Offer Comp Time Instead
Changes may be coming for the millions of American workers who receive overtime pay. And it may affect their paychecks.
May 2, 2017
Withum Acquires Technology Consulting Firm Portal Solutions
According to Cohen-Dumani, the two firms’ combined resources will bring a new breadth of services to Portal Solutions’ clients. “Withum’s considerable resources will accelerate our expansion in Data and Analytics solutions, Mobile Development, Security an
April 25, 2017
3 Tech Trends for Accountants to Watch in 2017
Some in the accounting profession believe blockchain technology is currently at the height of the “hype cycle.” Though enthusiasm about this technology is high, experts do foresee several practical potential uses of blockchain technology in the ...