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.
January 25, 2017
3 Steps to Ensure Data Privacy
When taking steps to protect online privacy, companies shouldn’t overlook documents that transition between paper and digital formats during their lifecycle. In particular, those transition points, such as document scanning and printing, can ...
January 25, 2017
Accounting Firm Develops Alternative Work Arrangement with Flexible Time Off System
The goal of the AWA is to eliminate the mystery surrounding flexible work hours and scheduling, formalizing the flexibility that is already practiced at Friedman.
January 25, 2017
2017 Review of CosmoLex Legal Practice Management
CosmoLex is designed to simplify practice management for the law office. Offering a comprehensive practice management solution, CosmoLex also combines business accounting functionality with trust accounting capability. 100 percent web-based, CosmoLex ...
January 23, 2017
Professionals on the Move – January 24, 2017
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
January 20, 2017
Competency-Based Education Legislation for CPAs Introduced in Indiana
The movement toward a new learning model for professionals in the state of Indiana continues to gain momentum. Today, draft enabling legislation supported by the Indiana CPA Society, the statewide professional association for CPAs, was introduced in ...
January 20, 2017
5 Tips for Managing Multiple Generations in Your Firm
In today's multigenerational workforce, most executives agree that each age demographic exhibits its own styles and approaches. CFOs in a Robert Half Management Resources survey said they see the greatest generational differences in employees' ...
January 16, 2017
KPMG to Build Learning, Development and Innovation Center in Orlando
Big Four accounting firm KPMG LLP has unveiled plans to build a state-of-the art learning, development, and innovation facility to further enhance the world-class training capabilities it offers to its partners and professionals. The 55-acre campus ...
January 12, 2017
How Small Accounting Firms Find Big Advantages in the Cloud
Traditional accounting practices relying on non-integrated accounting systems, beware. Today’s competitive financial services world demands actionable insights that improve efficiency and drive revenue. You may find yourself overtaken by accounting ...
January 10, 2017
Ryan Acquires Clients of Nickel & Co. for Property Tax Practice
The acquisition strengthens the market leadership position of Ryan’s Commercial Property Tax practice in Oklahoma and adds a team of seasoned property tax professionals to the largest property tax group in North America. The acquisition also adds a ...
January 10, 2017
CPA Firm Merger NDAs: Don’t Sweat the Small Stuff
The issue: In a merger where each firm signs an NDA, there’s a provision that precludes the buyer from soliciting the seller’s clients, with language similar to this:
January 9, 2017
CohnReznick Receives Award for Women in Leadership
CohnReznick, one of the leading accounting, tax, and advisory firms in the United States, was recently awarded the Winner’s Circle Award for Women In Leadership.
January 5, 2017
WeiserMazars LLP To Become Mazars USA LLP
The accounting, tax, advisory and business consulting firm WeiserMazars LLP has changed its name to “Mazars USA LLP” as of January 1, 2017. In 2010, WeiserMazars became an independent member firm of the Mazars Group with the intent to expand its U.S. ...