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
February 17, 2017
The word cash is starting to get a funny ring to it, isn’t it? Like “davenport”, “slicker” or “billfold”. Coin and paper currency are fading into the background of modern finance and appear only most frequently in movies about heists or shady ...
February 17, 2017
We’ve all heard the statement, “Cash is King.” Unfortunately, many business owners focus exclusively on Profit and Loss, often to their detriment. Income is not cash, and the money in your bank account pays your employees, purchases your inventory ...
February 17, 2017
You never know where inspiration will strike. I was on an early morning drive to the airport several years ago, driving a cold and dark state route as I made my way to the freeway. In my little part of the world, we tend to listen to more country ...
February 17, 2017
One reason our goals fall by the wayside is that we often just think about them. We internalize what we want to accomplish but don’t write it down or share it with anyone. This keeps things simple, but it also increases the chance of failure.
February 17, 2017
The fundamentals are the same as they have always been: ample margin, adequate top line sales, minimize expenses, collect cash quickly, and if you choose, make the best of OPM (other people’s money) by creative bill payment, financing and special ...
February 17, 2017
It’s no secret that a robust professional development program is beneficial for accounting professionals, but managers also reap rewards when they invest in employees. Your workers become more knowledgeable, which means they’re able to contribute ...
February 17, 2017
Mark Radetic, CPA, CGMA, managing partner, MarksNelson MarksNelson is Innovative! When you look at innovation and where we’re at you have to go back to where it changed. Five to six years ago we had a number of partners, including some of our rainmakers, getting towards retirement. We wanted to remain independent (not merge with...…
February 17, 2017
There have been times in my life when I’ve tried to reinvent myself. There was the winter I decided to be recognized for my hats and started wearing wide-brimmed felt hats to work every day. This was in Chicago and the wind was not my friend.
February 17, 2017
Practice Management – Top Blogs/Tweets My Entrepreneur Manifesto: How to Make 2017 Your Best Year to Date – Virgin Blog: http://bit.ly/2jyCb0c This tweet (without the replies): http://bit.ly/2kQ5BYH 7 Facebook Marketing Tips to Help Increase Engagement – Hootsuite Blog: http://bit.ly/29w7tjq Shifting Your Practice to Advisory Services Isn’t About Dashboards or Apps – Accountex...…
February 17, 2017
Both firms offer core business management services, including cash management & financial planning, banking, insurance coordination, bookkeeping, payroll, and tax planning & preparation for high net worth individuals and the entertainment industry.
February 17, 2017
Firm Management Channel How Small Accounting Firms Find Big Advantages in the Cloud: It’s a trend to watch for in 2017, as cloud services enable CPAs to be strategic partners that can offer more in-depth and timely financial advice to help their small and medium size business (SMB) clients succeed. www.cpapracticeadvisor.com/12294496 3 Steps to Ensure...…
February 17, 2017
With CES Showcasing 3,800 vendors spread out over 2.8 Million square feet of show floor (43 football fields), it was impossible to see everything, so our efforts focused this year on hardware that could improve mobility. For most accountants ...