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.
December 8, 2016
Hosting Solutions for Accounting Firms
A simple reminder to get you started: all of these products scan, incorporate from a portal or from pictures snapped on client’s cell phones all of the documents for a 1040 tax return. They tend to sort them in tax preparer/IRS form order in a PDF ...
December 7, 2016
How to Protect a Firm from Remote Worker Liability
Many Americans now have the flexibility to work remotely, and more want to do it. A survey by Gallup reports that the average worker telecommutes two days per month, with 46% of telecommuters doing so during the workday.
December 7, 2016
What President Trump Means for Labor and Employment
Over the course of the last eight years, the Obama administration has made a series of changes that have led to more economic and regulatory burdens for businesses, while often strengthening unions. Many of those changes could be undone, rolled back ...
December 5, 2016
ITA Announces New Member Firms during 2016 Fall Collaborative
These new member firms will be introduced to the ITA membership at the opening session of the ITA Fall Collaborative, December 4-6, 2016, at the M Resort in Las Vegas. Approximately 250 ITA members are expected to participate in this event and ...
December 5, 2016
CPA.com Adds Expensify to Preferred Firm Solutions
Expensify allows CPA firms to manage client expenses and reconcile corporate credit cards in a single console using real-time, continuously updated information. Clients also benefit from Expensify’s easy-to-use mobile app with industry-leading.
December 2, 2016
Professionals on the Move – December 2, 2016
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
December 1, 2016
How to Make Your Accounting Firm More Attractive to Potential Buyers
Many accounting firms are offering estate planning or wealth management services, but ironically, a lot of CPAs aren’t necessarily ready for their own retirement.
November 30, 2016
Accounting Firm Gallina to Join CliftonLarsonAllen
The accounting firm Gallina LLC, a top 10 firm in the Western United States, will join national professional services firm CliftonLarsonAllen LLP (CLA), effective January 1, 2017.
November 28, 2016
3 Reasons Accounting Firms Should Adopt Electronic Workflow
While off-the-shelf cloud-based accounting software is readily available, the real challenge accountants face is managing the accounting processes that aren’t included within this software, making their jobs more difficult and the process more complex.
November 25, 2016
10 Ways Accounting Firms Can Retain Staff
A lot of the blame for staff defections must be placed on the outdated business model many CPA firms still use to run their firms and manage staff. Einstein’s definition of insanity is doing the same things over and over and expecting different results.
November 21, 2016
How the Cloud Can Transform Your Accounting Practice
Over the past decade, the fundamental value proposition of the cloud hasn’t changed much – anytime, anywhere access, reduced IT burden and business continuity assurance in the event of a fire or other disaster situation. But even with these ...
November 21, 2016
Technology and Culture Top List of M&A Pain Points
The greatest pain points for companies going through a merger or acquisition are meshing technology and staff, recent research shows. In the Robert Half Management Resources survey, CFOs report business systems and employees and corporate culture are ...