Firm Management

 Holistic Firm Management is Best

December 18, 2017 

Holistic Firm Management is Best

As you wrap up another successful year, you may be reflecting on the best techniques and tools you can use to manage your firm. While people and their skills are your most important asset, you can help your team by providing the right technology tools. It

Randy Johnston

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December 18, 2017 

Building Client Relationships in a Distributed World

While there are clear benefits, cloud-enabled accounting solutions have greatly reduced or eliminated the need to interact directly with clients. Gone are the days of visiting client sites to help them process paper checks, or receive their paper records.

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December 18, 2017 

How to Win More Valuation Clients with Your Website

Many valuation firms try to identify prospects by networking and cultivating referrals from past clients. But research by consultant CEB, now part of research firm Gartner Inc., shows that most small business owners research a new product or service ...

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December 18, 2017 

Apps We Love – Podcast Managers and Podcasts

Many of us will be taking some time away from the office during the holidays, but that doesn’t mean we won’t want to stay connected with what’s happening in the world. We surveyed members of the CPA Practice Advisor community to find out how they ...

Gail Perry

 ALTER Your Path: 5 Steps to Becoming a Consultant

December 15, 2017 

ALTER Your Path: 5 Steps to Becoming a Consultant

As we try to keep up in today’s fast-paced, disruptive world, we need to remember we are extremely valuable. We have a fundamental understanding of how business works. Yes, it ties back to debit and credits, but today we don’t need to worry so much ...

Michael Wherry

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December 12, 2017 

How Accounting Firms Can Leverage the Gig Economy

While freelancing is a part-time or side-gig for many people, a growing number of people make it a full-time living. Twenty-nine percent of survey respondents said their freelance business is their only source of income, up from 17% in 2014.

Jim Boomer

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December 12, 2017 

CLA Acquires Accounting Firm NSBN

As one of the nation’s leading professional services firms, CLA has retained the agility to serve clients of all sizes and locations, while at the same time bringing an unparalleled depth of capabilities, all in one place.