Firm Management August 11, 2026
Protecting Privilege in the Age of AI: What Two New Federal Rulings Mean for Tax Professionals
Artificial intelligence tools are now a fixture of daily practice, for tax attorneys, CPAs, and the clients they share
October 19, 2017
Pay to Fail: Is There Benefit in Rewarding Failure?
Have you ever made a mistake and then tried to cover it up, hoping no one would notice, hoping you could fix the problem on your own, or counting on it not being an issue relevant enough to worry about? Put yourself in the shoes of the person most ...
October 18, 2017
October 2017 Firm Management Channel
It’s ironic that a profession dedicated to minimizing financial risks is so fraught with risk. While many business owners worry about liability and property risk — especially in the immediate wake of Hurricanes Harvey and Irma — insurance for ...
October 18, 2017
Employees Want More Innovation but Managers Often Hinder Progress
Companies may be their own worst enemy when it comes to innovation, research suggests. In a new survey by global staffing firm Robert Half, CFOs cited too much bureaucracy (30 percent) and being bogged down by daily tasks and putting out fires (27 percent) as the biggest barriers to innovation. These obstacles may also have...…
October 16, 2017
7 Marketing Tips to Attract Real Estate Pros and Brokers
When it comes to marketing to real estate clients, it can be tough. They are on the move constantly.
October 11, 2017
Account Management Customer Service – New Light on Loyalty
The cost is 10 times more to win a new client than to keep an existing one. Once you win them, what maintains their loyalty? The multi-facets of account management client service consistently factor substantially.
October 10, 2017
You’ve Been Breached. Now What?
Identity theft is the fastest growing crime in America and accounting firms, with their wealth of taxpayer personal information, are often ground zero for cybercriminals. For many, the question is not if you’ll be the target of a cyber-attack, but when.
October 10, 2017
Hall & Company CPAs Recognized for Explosive Growth in Orange County
Hall attributed the growth to both an uptick in the Southern California economy and new business that the firm closed out of state. As a generalist firm, Hall & Company has thrived in all sectors, but the international practice and domestic M&A ...
October 6, 2017
Finch Accounting Firm Sees 50% Year Over Year Growth for the Past 24 Months
The Finch team has decades of accounting experience and an absolute dedication to helping each and every client create the success they seek.
October 6, 2017
How to Scientifically Hire the Hardest Working Staff That Were Born to be Accountants
Having evolved since Edison, the interview has become a near ubiquitous hurdle in obtaining a job. As it turns out, multiple studies have shown that humans are hardwired to make sweeping assumptions and judgements within milliseconds of meeting an ...
October 5, 2017
Baker Tilly Named a Best Workplace for Adoption
Baker Tilly’s employee programs and policies are designed to help team members manage the ever evolving and increasingly complicated nature of family life. Baker Tilly has been recognized for providing an inclusive and positive workplace environment ...
October 4, 2017
BerryDunn Makes IPA’s Top 100 for the Seventh Consecutive Year
Inside Public Accounting (IPA), has published its annual list of Top 100 public accounting firms in the U.S. For the seventh year in a row, BerryDunn has made the list; this year ranking #72 overall. Once again, BerryDunn ranks as the largest firm on ...
October 3, 2017
How Accounting Firms Can Serve Marijuana Businesses
Providing services to clients engaged in a business that is legal under state law but illegal under federal law has raised concerns among CPA firms regarding professional liability risks and compliance with professional standards, laws and board of ...