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.
March 1, 2017
Atlanta Accounting Firm BNKJ Joins Carr Riggs & Ingram
The CRI-BNKJ merger strengthens CRI’s position as one of the nation’s leading benefit plan audit service providers. Collectively, the two firms perform more than 450 benefit plan audits annually. Along with its current offerings, BNKJ can now deliver ...
February 23, 2017
Accounting Firm Carr, Riggs, Ingram Acquires Florida-Based Proctor Crook
Top 25 CPA and advisory firm Carr, Riggs & Ingram, LLC (CRI) has merged Martin, Palm Beach, and St. Lucie County, Florida-based firm Proctor, Crook, Crowder & Fogal. All office locations now operate under the CRI name, and the personnel join a team of ...
February 22, 2017
New Phishing Scheme Shows Need for Stronger Data Security in Accounting Firms
Often, these emails appear to come from a legitimate source—a well-known organization, friend or co-worker—because these accounts have also been victimized. In this example, it would appear to come from someone that is sincerely looking for assistance ...
February 21, 2017
Professionals on the Move – February 21, 2017
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
February 21, 2017
Cloudnine and Results Software Acquired by AbacusNext
With these two acquisitions, AbacusNext enters the professional accounting space and says it is positioned as the largest TaaS (Technology as a Service) solutions provider in the professional services industry.
February 20, 2017
4 Ways Accounting Firms Can Reduce Risk During Busy Season
Past practices for using temporary and part-time workers may not be adequate. Be clear on the scope of work each employee is able to perform as well as the level of oversight necessary to ensure accuracy. Integrate them into the workflow process to ...
February 17, 2017
Marketing and Social Media Tips for CPAs With eCommerce Clients
Does your firm have a lot of clients who specialize in ecommerce? If so, this article is for you.
February 17, 2017
2017 Review of Up Your Cash Flow – Cash Management Apps
Up Your Cash Flow is business budgeting and cash flow forecasting software. Designed for both business owners as well as CPA’s accountants offering accounting and bookkeeping services to clients, Up Your Cash Flow offers users the ability to generate ...
February 17, 2017
Apps We Love – Anti-Anxiety/Stress Management
Well it’s that time of year again. I remember my first busy season at Deloitte and how shocked I was to go outside after work on April 15 and see daylight – after so many long days, I had forgotten what that felt like! You get used to it, but if the ...
February 17, 2017
2017 Review of PlanGuru – Cash Management Apps
PlanGuru offers users excellent budget and forecasting tools. Designed for businesses of all sizes, as well as accountants that offer business and financial planning services to clients, PlanGuru is a cloud application.
February 17, 2017
2017 Review of Float – Cash Management Apps
Float is a cash management and cash flow forecasting app that integrates with Xero, Free Agent, and QuickBooks Online. Designed to be used with these three programs, users link Float to their accounting software during system setup.
February 17, 2017
2017 Review of Pulse – Cash Management Apps
Pulse is a cash flow app that allows business owners and accountants to keep track of cash flow for multiple companies. While not particularly strong in cash management analytics, Pulse does provide users with the ability to easily track and maintain ...