Firm Management

July 25, 2018 

Smith & Howard, an Atlanta accounting and advisory firm, announces today a leadership transition plan that includes the appointment of Sean C. Taylor as Managing Partner, effective January 1, 2019. Taylor assumes the role from long-time Managing ...

July 24, 2018  Sponsored

The call for entries is open through August 12, 2018 at 11:59 PM Eastern. Any bookkeeping, full-service accounting, and/or tax firm based in Australia, Canada (except Quebec), the United Kingdom, the United States and, for the first time, India are ...

July 24, 2018 

  Firm Management Social Media: Can Your Receptionist be a Profit Center? Firm of the Future.https://bit.ly/2KaA6JS 3 Steps to ID and Fix Bottlenecks in Firm Workflow. Thomson Reuters Blog.https://tinyurl.com/yaeo9enl What a Great Succession Plan Looks Like. Rosenberg Blog.https://bit.ly/2KpRNkL Benchmarking Your Firm Against Others. Karbon Blog.https://bit.ly/2KkmE5z 3 Tips to Help Clients Through Hurricane Season. AICPA Insights.https://bit.ly/2KaNL3N...…

July 19, 2018 

There is no shortage of articles that provide guidance on how to develop a marketing program for firms. But what’s not being discussed currently is the concept of culture. Beyond standard tactical tips, it’s critical to first understand the broader idea o

Kristy Short, Ed.D.

Firm Management July 18, 2018 

Summer is an HVAC business’ busiest time of year. With that in mind, you have to think outside the box to reach your busy clients and prospects. What’s an accountant to do?

Becky Livingston

July 18, 2018 

As a culture, we have the tendency to be incredibly skeptical of any concept or idea that comes with the promise of improving our inner lives, especially if it’s rooted in a religious practice or delivered by self-proclaimed self-help gurus.

Amy Vetter

July 18, 2018 

The compliance task is still a necessity, but as the recent changes in the tax code and the resulting postcard sized tax return illustrate, much can be done automatically. Fewer individuals will need to itemize and will consider doing their tax ...

Gail Perry

July 17, 2018 

CPA firms are also once again changing. For many, the first customer facing technology may have been offering self-service options to extend back office functionality. Electronic invoicing and collections are two early examples that date back to the ...

Matt Wilgus

July 17, 2018 

Love going on vacation but worried about taking time off? You’re not alone. The majority of workers in a recent Accountemps survey said they typically check in with the office at least once or twice a week during their vacation.

Paul McDonald

July 16, 2018 

It’s not only CPA firm marketing professionals and consultants who encourage CPAs to ask their referral sources for leads. Referral sources themselves expect to be asked for leads. While moderating a panel of referral sources for a client training program the panelists described good referral sources as those who: Reciprocate leads Provide value for fees...…

July 12, 2018 

These new additions bring TAG Alliances’ overall global reach to 295 member firms located in over 750 offices in 110 countries. Furthermore, these new additions and a recent survey of all member firms place the collective revenue of member firms ...

Firm Management July 12, 2018 

Summers can be tough: The busy season is behind you, and the workload has lightened. To make matters worse, the sun is shining and the pace of everything seems to be slowing down. It's easy to get distracted. To help you stay focused, commit to ...