Firm Management April 6, 2026
MYCPE ONE Launches Build-Operate-Transfer Model to Help Accounting Firms Own Their Offshore Operations
A custom-branded workspace is developed to mirror the firm's domestic environment.
March 23, 2017
March 2017 Firm Management Channel
Top Firm Management Social Media Posts: 5 Time Management Mistakes You’re Making Without Even Realizing It – Clients A.R.M. (Accounts Receivable Management) blog: https://www.clientsarm.com/5-time-management-mistakes-youre-making-without-even-realizing/ How Can You Make the SHIFT to Trusted Advisor? – Accountext Report blog: https://www.sleeter.com/blog/2017/03/can-make-shift-trusted-advisor/ How to Write a Social Media Policy for Your Company – Hootsuite blog: https://blog.hootsuite.com/social-media-policy-for-employees/ Simple Twitter Analytics...…
March 22, 2017
Three Marketing Strategies for CPAs With Medical Practice Clients
If your firm specializes in medical or dental practice clients, addressing their pain points is just as important to them as them addressing their patients’ pain points. But how do you do it? Begin by knowing who your target market is. Is it small, family practices, large organizations, such as hospitals, or is it specialists...…
March 22, 2017
How To Forge A Better Working World For Women
While challenging conscious and unconscious bias and creating inclusive and flexible workplace cultures is everyone’s responsibility, throughout my career, I’ve learned some of the ways for women to continually boost and rebuild their confidence.
March 22, 2017
2017 Review of Accounts Receivable Systems
Everyone wants to get paid – as quickly as possible, or at least, on time. An effective accounts receivable system helps businesses ensure that their customers are paying. But it’s not only about cash receipts, but also about the customers.
March 22, 2017
Apps We Love – Sowing Your Garden
Are you planning a major landscaping overhaul? Consider iScape – there is a free version you can play with that lets you take a picture of the area you want to landscape, then experiment with adding shrubs, trees, flowers, decks and other construction ...
March 22, 2017
6 PR Tips for Accounting Firms
A public relations effort is one of the best ways to build your firm’s brand as well as to gain thought leadership status for your partners and firm owners. Here’s a few steps, tips, and apps that can get your PR launch off to a great start.
March 22, 2017
What is the Thought Leader Symposium?
The symposium itself, which is still hosted by CPA Practice Advisor, provides its members with an opportunity to immerse themselves in deep discussions about pressing issues in the accounting profession, develop opportunities to collaborate, plan ...
March 22, 2017
Is Your Accounting Firm Serious About Security?
As I wrote in a previous column, whether it’s securing a perimeter in a war zone or an accounting firm, the strength of the defense is only as robust as the front lines. In your firm, the front line is your people who are handling sensitive client data on
March 20, 2017
Accounting Firms RubinBrown and Stewart Archibald & Barney Merge
This combination will bring together more than 600 team members working from offices in Denver, Kansas City, Las Vegas, Nashville and St. Louis. John F. Herber, Jr., CPA, CGMA, chairman, RubinBrown LLP, and Glenn L. Goodnough, CPA, managing partner, ...
March 19, 2017
Professionals on the Move – March 17, 2017
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
March 16, 2017
5 Ways to Improve Workflows in Accounting Firms
The first step to enabling this growth – and the sustainable efficiencies that empower it – is to tackle those inefficient workflows within your firm. By taking the time to streamline these workflows – and achieving a higher level of effectiveness ...
March 16, 2017
Marijuana in the Workplace: What Employers Need to Know
With the proliferation of legalized marijuana among the states, the wide-spread use among employees that these state laws encourage, and changing positions from enforcement agencies, now is a good time for employers to review their drug testing ...