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.
Firm Management December 11, 2025
Today, compliance isn’t enough to differentiate your firm. If you want to stay competitive, you need to focus on CX.
December 11, 2025
December 9, 2025
December 8, 2025
April 25, 2017
Each year, Vault ranks the best accounting firms in the U.S., using several metrics, along with "insider information" from actual employees of the firms. The result is the Vault Accounting 50, which "reflects the issues accounting professionals care ...
April 24, 2017
Your firm is focused on improving your tax and/or audit process by leveraging Lean Six Sigma (LSS). LSS is a proven process improvement methodology used by many leading firms to improve their processes. Lean focuses on the speed of the process, Six ...
April 24, 2017
You’ve just spent your busy season juggling projects and are probably already thinking about how you could make your life easier going forward and in particular next spring. We’ve done some investigation and have requested input from members of the ...
April 24, 2017
The restaurant industry has areas that are totally specific to it. Those who want to get into that area who want to do it right, need to become experts in those areas that really differentiate that industry.
April 21, 2017
Get digital and mobile with your own App and secure your firm’s future in this changing world. It’s easier and more effective than you could ever imagine. Don’t get left behind. The world we live in is now mobile first. It’s often the first and last thing your customers look at, plus every 5 minutes...…
April 21, 2017
Put your firm on your client’s phones, 24/7. Selected as Accounting Today’s ‘Top Mobile Product for 2017’, this CPA App saves you time and money, differentiates your firm, secures new clients and builds long-term relationships.
April 20, 2017
Thomson Reuters has released a Checkpoint white paper, Four Ways to Effectively Leverage Social Media for Your Firm, which makes the case for why businesses need social media marketing in order to remain competitive. It delivers practical advice on ...
April 20, 2017
You’ve spent years studying to become an accounting professional, built your skill set, earned your clients’ trust and established a successful firm, mainly based on using traditional accounting services. But the hard truth is that the professional ...
April 19, 2017
Porte Brown LLC, a Chicagoland firm, has been named as one of the 2017 Best Places to Work in Illinois. The Best Places to Work competition is a combination survey, study and awards ceremony established to identify the top employers in the state of ...
April 19, 2017
Cognitive computing is especially valuable in tax compliance, an area that is heavily regulated and often faces rapid changes. The process of preparing filings, ensuring compliance, and optimizing a business’ tax position is complicated, resource ...
April 18, 2017
Did you know that 93% of small businesses value accountants as their source of business advice? But as technology forges a new path for businesses and entrepreneurs, accounting professionals are looking to switch up their services and tap into a new ...
April 14, 2017
In today’s digital environment, employees are connected continuously to enterprise networks whether they are in the office, working offsite or on vacation in another country. At the same time, data breaches are growing in complexity and sophistication.