Firm Management

Mergers-and-acquisitions1

June 6, 2017 

Top 50 California CPA Firm Acquired by CliftonLarsonAllen

For nearly 64 years, Vicenti has served individuals and organizations both large and small. For the past several years, Vicenti has been highly focused on growth in order to better serve its clients. This opportunity to join and grow with CLA allows ...

abacus next logo 1  58abcba5e6fd6

May 31, 2017 

AbacusNext Acquires OfficeTools

AbacusNext, a Technology-as-a-Service (TaaS) provider for the legal and accounting professions, is pleased to announce the acquisition of OfficeTools, maker of practice management software WorkSpace. With its productivity-enhancing software suite, the acquisition of OfficeTools allows AbacusNext to provide cloud-enabled and fully-integrated practice management solutions to CPAs and accounting professionals at large. This acquisition comes within...…

Gail Perry

career development1

May 23, 2017 

6 Tips to Develop Young Partners at Small Accounting Firms

Today, as thousands of small firms are bringing in younger staff as partners they are finding the whole approach to running their firms must change. What are the most important practice management tips for small firms planning on bringing in new ...

Spring Training

May 22, 2017 

Spring Training for CPA Teams

Baseball fans get excited when spring rolls around. It’s the first step of a new season — the moment when everyone sees what your team is made of. Although there are no leagues or playoffs in public accounting, managers still needs to gear up all ...

Paul McDonald

 May 2017 Firm Management Channel

May 22, 2017 

May 2017 Firm Management Channel

Important Components of a Professional Liability Insurance Policy Covered and excluded services- Ensure that your policy contains no limitation to fees, areas of practice and or persons covered. You want to ensure coverage for a broad variety of professional services and persons that work for you. Coverage must be full tort (not restricted to negligence)....…

client-portal1_10884461

May 22, 2017 

Are Portals Finally Coming of Age?

Portals have been in existence in the accounting profession for around 20 years. Many public practice firms set up proprietary portals that had integration benefits to their practice management systems and were integrated into early web sites.

Randy Johnston