Firm Management

March 15, 2017 

Tools for automated credit modeling already exist to help advisors stay ahead of credit risks in accounts receivable portfolios, according to the Hackett Group. Continued automation of data inputs — from gathering audit evidence to inputting employee expe

March 15, 2017 

Would you like to find out how to generate five figures of business every time you send an email to your list of subscribers? It’s entirely possible; I do it all the time and you can too. Email marketing is one of the most overlooked and underutilized ...

March 14, 2017 

Not even a decade ago, clients would engage an accounting firm, fill out forms and send over documents. It may have felt a bit like a black hole for some companies. While the accounting firm was doing its job, it wasn’t a very collaborative process.

March 14, 2017 

More than a decade ago, shortly before news broke of the accounting scandals at Enron, WorldCom, and other industry majors, about 600 CPAs participated in a survey about ethics in a variety of businesses and organizations. Perhaps unsurprisingly, the ...

March 13, 2017 

Xero’s new technology is the first example of personalized machine learning in a small business cloud accounting system. Developed in-house by a specialist team of engineers working full-time for a year across three different locations, the system ...

March 8, 2017 

ioSafe Server 5 can physically protect data against natural disasters in real-time, irrespective of internet connection status. Both fire- and waterproof, Server 5 protects data from fire up to 1550°F for 30 minutes per ASTM E-119 and from floods ...

March 7, 2017 

A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.

March 7, 2017 

The concept arises in articles, webinars and conferences. Accountants who have operated in a particular manner for years are now re-evaluating everything from services to marketing to communications and more, scouring each area for opportunities to ...

March 7, 2017 

Once you’ve decided where you want to gain attention, have an admin research relevant news sites, publications, and blogs. For example, if you want to build your name in Dallas, TX, you’ll want to know reporters, editors, and bloggers at the Dallas ...

March 2, 2017 

The French accounting and audit firm ORIGA Group has joined the PrimeGlobal network of independent accounting firms. ORIGA will join the association’s Europe, Middle East & Africa Region.

March 1, 2017 

The CRI-BNKJ merger strengthens CRI’s position as one of the nation’s leading benefit plan audit service providers. Collectively, the two firms perform more than 450 benefit plan audits annually. Along with its current offerings, BNKJ can now deliver ...

February 23, 2017 

Top 25 CPA and advisory firm Carr, Riggs & Ingram, LLC (CRI) has merged Martin, Palm Beach, and St. Lucie County, Florida-based firm Proctor, Crook, Crowder & Fogal. All office locations now operate under the CRI name, and the personnel join a team of ...