Firm Management

May 19, 2017 

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

May 18, 2017 

Two thirds of consulting firms say that landing new business is one of their biggest challenges, according to a new survey from software firm Bluescape (www.bluescape.com), and that receiving necessary information existing clients was almost as hard, ...

May 18, 2017 

In a previous column, I talked about an important part of creating an environment within your accounting firm where everyone can thrive: allowing opportunities for remote work. When thinking about remote work, this can apply to either an associate who works solely at home or one who works remotely when needed. Even though demand for...…

Amy Vetter

May 12, 2017 

So, you’re a Young Turk at your firm and the MP just told you “congratulations – we’re promoting you to partner!”  After you celebrate and come down to earth, you need to do a little research.  There are many issues that a new equity partner should give thought to and check out upon being promoted...…

May 10, 2017 

Armanino LLP, one of the top 25 largest accounting and business consulting firms in the U.S., today announced deals to acquire Team Jenn Corp and integrate The Brenner Group to its growing outsourced financed & accounting practice.

May 10, 2017 

TSheets, a developer of time tracking software, today announced a deeper integration with Intuit’s QuickBooks Online designed to deliver accurate payroll and invoicing – without the manual entry. Customers will now be able track billable time against customers, services, employees and more, as well as easily review, edit and approve time straight from within QuickBooks...…

May 8, 2017 

If you’re like the majority of accounting firms, most of your new business comes from networking and referrals. This is perfectly normal—referrals are marketing gold, and always will be—but be careful not to lean on them too much.

May 8, 2017 

Another tax season is over and many CPA firms are turning their attention to scheduling their annual planning retreat. If you're not one of them then I encourage you to become one; planning retreats are a critical part of firm management and strategy.

May 4, 2017 

Scalus, an all-in-one SaaS solution offering process automation, workflow efficiency and project management, has officially launched out of beta with new product features for the modern-day accounting firm.

May 4, 2017 

Your accounting firm’s name serves as its brand identity and is generally the first thing clients see when they arrive at your office. The name of your firm is also what your clients use when talking to colleagues and sending you referral business.

May 4, 2017 

INCPAS ranked seventh out of the 46 small companies named to the list in the "small companies' category" (15-74 U.S. employees). INCPAS Senior Vice President and COO Jennifer Briggs, CAE, accepted the award on the Society's behalf.

May 4, 2017 

Intacct Premiere Partner, LBMC Technology Solutions, LLC has acquired Atlanta-based Pivotal Bridge, LLC’s Intacct practice effective immediately and will operate under the name LBMC Technology Solutions.