Firm Management

March 23, 2017 

Every call made to companies in the sector as part of the large-scale study, conducted by audio branding specialist PHMG, was put on hold, compared to a North American average of 70 percent. Those callers are being forced to wait for 25.81 seconds on ...

March 23, 2017 

Among the primary challenges faced my most MNEs is the fact that the financial systems currently in place do not support adequate tax reporting for the new tax transparency requirements (e.g. lack of legal entity detail, lack of a tax-sensitive chart ...

March 23, 2017 

Top Firm Management Social Media Posts: 5 Time Management Mistakes You’re Making Without Even Realizing It – Clients A.R.M. (Accounts Receivable Management) blog: https://www.clientsarm.com/5-time-management-mistakes-youre-making-without-even-realizing/ How Can You Make the SHIFT to Trusted Advisor? – Accountext Report blog: https://www.sleeter.com/blog/2017/03/can-make-shift-trusted-advisor/ How to Write a Social Media Policy for Your Company – Hootsuite blog: https://blog.hootsuite.com/social-media-policy-for-employees/ Simple Twitter Analytics...…

Gail Perry

March 22, 2017 

If your firm specializes in medical or dental practice clients, addressing their pain points is just as important to them as them addressing their patients’ pain points. But how do you do it? Begin by knowing who your target market is. Is it small, family practices, large organizations, such as hospitals, or is it specialists...…

Becky Livingston

March 22, 2017 

While challenging conscious and unconscious bias and creating inclusive and flexible workplace cultures is everyone’s responsibility, throughout my career, I’ve learned some of the ways for women to continually boost and rebuild their confidence.

Amy Vetter

March 22, 2017 

Everyone wants to get paid – as quickly as possible, or at least, on time. An effective accounts receivable system helps businesses ensure that their customers are paying. But it’s not only about cash receipts, but also about the customers.

Mary Girsch-Bock

March 22, 2017 

Are you planning a major landscaping overhaul? Consider iScape – there is a free version you can play with that lets you take a picture of the area you want to landscape, then experiment with adding shrubs, trees, flowers, decks and other construction ...

Gail Perry

March 22, 2017 

A public relations effort is one of the best ways to build your firm’s brand as well as to gain thought leadership status for your partners and firm owners. Here’s a few steps, tips, and apps that can get your PR launch off to a great start.

Sandi Smith Leyva

March 22, 2017 

The symposium itself, which is still hosted by CPA Practice Advisor, provides its members with an opportunity to immerse themselves in deep discussions about pressing issues in the accounting profession, develop opportunities to collaborate, plan ...

Gail Perry

March 22, 2017 

As I wrote in a previous column, whether it’s securing a perimeter in a war zone or an accounting firm, the strength of the defense is only as robust as the front lines. In your firm, the front line is your people who are handling sensitive client data on

Jim Boomer

March 20, 2017 

This combination will bring together more than 600 team members working from offices in Denver, Kansas City, Las Vegas, Nashville and St. Louis. John F. Herber, Jr., CPA, CGMA, chairman, RubinBrown LLP, and Glenn L. Goodnough, CPA, managing partner, ...

March 19, 2017 

A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.