Firm Management

business retreat

May 8, 2017 

10 Tips for Firm Strategic Retreats

Another tax season is over and many CPA firms are turning their attention to scheduling their annual planning retreat. If you're not one of them then I encourage you to become one; planning retreats are a critical part of firm management and strategy.

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May 4, 2017 

The Top 4 Things CPAs Must Know About Trademarks

Your accounting firm’s name serves as its brand identity and is generally the first thing clients see when they arrive at your office. The name of your firm is also what your clients use when talking to colleagues and sending you referral business.

incpas

May 4, 2017 

Indiana CPA Society Recognized as Best Place to Work

INCPAS ranked seventh out of the 46 small companies named to the list in the "small companies' category" (15-74 U.S. employees). INCPAS Senior Vice President and COO Jennifer Briggs, CAE, accepted the award on the Society's behalf.

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May 4, 2017 

CosmoLex v4.8 Brings the Release of New Accounts Payable Module

CosmoLex, a cloud-based, law practice management software provider, has announced the full release of a new Accounts Payable module in CosmoLex v4.8. Introduced in beta at this year’s ABA TECHSHOW conference in Chicago, the new Accounts Payable Module ...

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May 2, 2017 

Withum Acquires Technology Consulting Firm Portal Solutions

According to Cohen-Dumani, the two firms’ combined resources will bring a new breadth of services to Portal Solutions’ clients. “Withum’s considerable resources will accelerate our expansion in Data and Analytics solutions, Mobile Development, Security an

 3 Tech Trends for Accountants to Watch in 2017

April 25, 2017 

3 Tech Trends for Accountants to Watch in 2017

Some in the accounting profession believe blockchain technology is currently at the height of the “hype cycle.” Though enthusiasm about this technology is high, experts do foresee several practical potential uses of blockchain technology in the ...

 The Best Accounting Firms: 2017 Rankings

April 25, 2017 

The Best Accounting Firms: 2017 Rankings

Each year, Vault ranks the best accounting firms in the U.S., using several metrics, along with "insider information" from actual employees of the firms. The result is the Vault Accounting 50, which "reflects the issues accounting professionals care ...

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April 24, 2017 

Creating Trust Through Change Management

Your firm is focused on improving your tax and/or audit process by leveraging Lean Six Sigma (LSS). LSS is a proven process improvement methodology used by many leading firms to improve their processes. Lean focuses on the speed of the process, Six ...

Michael Wherry