Firm Management October 9, 2026 Sponsored
Client data is one of a tax and accounting firm's most valuable—and most vulnerable—assets. As cyber threats, compliance expectations, and client demands continue to evolve, firms need secure technology that protects sensitive information without creating unnecessary friction for staff or clients.
September 9, 2026
September 9, 2026
September 9, 2026
September 9, 2026
September 4, 2018
Having a formal onboarding process for moving clients to a CAS program helps minimize the challenges that accompany this change.
September 1, 2018
Leaders in CPA firms across the country agree that Client Accounting Services (CAS) is an emerging, growing and profitable opportunity. In fact, it is one of the fastest growing new revenue segments of many Top 100 Firms, but it is relevant and ...
August 30, 2018
All medical marijuana growers and dispensaries have very specific accounting requirements and are need of qualified Accountants and Bookkeepers to help them stay compliant as well as stay on top of their cash flow, inventory management, and ...
August 29, 2018
Every firm needs to attract new clients and most firms in the country tend to have one partner who seems to have a natural gift of bringing in new clients. That person is your rainmaker. Everyone else at the firm maintains a client relationship and ...
August 28, 2018
When thinking of cyber risks, most accounting firm leaders think about threats from hackers. But the threats that are most likely to affect the firm are also the ones that the firm has the most power to prevent.
August 24, 2018
The SF-Marin Food Bank feeds 225,000 people each year. Thirty-thousand families receive healthy groceries at more than 260 pantries in the Bay Area. SD Mayer & Associates staff will sort produce and pack boxes that will be delivered to local pantries.
August 23, 2018
If someone asked, would you be able to describe your accounting firm’s corporate culture? This concept is the topic of many a workplace report, but what does it mean?
August 22, 2018
Attend any conference or peruse any publication in the accounting profession and you’re sure to hear talk about the impact of artificial intelligence (AI), machine learning and other emerging technologies. These advancements present a tremendous ...
August 22, 2018
This article continues the series on creating a world-class marketing culture in your firm. In Part 1, we explored the definition of marketing and its centrality in the life of a firm. In Part 2, we examine the firm’s brand—what it is, what it means ...
August 21, 2018
Warren Averett, LLC, a nationally ranked accounting firm, recently sponsored a team of employees to travel to Rwanda in partnership with Compassion International.
August 21, 2018
The AICPA has projected that 75% of CPAs will be eligible to retire in the next 15 years, and most will be men. Meanwhile, the number of women graduating college with accounting degrees has reached near parity with men, over the last decade. Thus, we have a situation where most partners are reaching retirement age,...…
August 21, 2018
Experts predict that America’s cannabis industry will continue to grow over the next four years. The legal cannabis market was worth an estimated $7.2 billion in 2016 and is projected to grow. Medical marijuana sales are projected to grow ...