Firm Management August 11, 2026
Scaling the Micro-Firm: How AI Enables Hyper-Specialization
To transition a practice from general compliance to specialized advisory, firm leaders must first insulate themselves from low-value administrative friction.
Firm Management August 11, 2026
To transition a practice from general compliance to specialized advisory, firm leaders must first insulate themselves from low-value administrative friction.
August 11, 2026
September 22, 2026 Sponsored
August 11, 2026
March 31, 2017
Most CPAs rely on referrals and face-to-face marketing methods like networking so much that they miss out on the power of online marketing. Having not just a website but a website that generates qualified business prospects is the first step.
March 30, 2017
Founded in 1991, SDGblue provides cybersecurity services and solutions to clients across a wide spectrum of industries. Its client base includes healthcare, finance, insurance, government, retail, manufacturing, utilities and publicly traded clients ...
March 28, 2017
More people than ever are having their identity stolen online, and the list of companies disclosing personal data breaches recently has included internet giants LinkedIn, Yahoo, and Tumblr. What’s more, the hacks are poised to keep on coming, and ...
March 25, 2017
Here’s a quick checklist to make sure your website’s homepage is working hard for you. These eight items should be on your home page for best results:
March 24, 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 23, 2017
Every call made to companies in the sector as part of the large-scale study, conducted by audio branding specialist PHMG, was put on hold, compared to a North American average of 70 percent. Those callers are being forced to wait for 25.81 seconds on ...
March 23, 2017
Among the primary challenges faced my most MNEs is the fact that the financial systems currently in place do not support adequate tax reporting for the new tax transparency requirements (e.g. lack of legal entity detail, lack of a tax-sensitive chart ...
March 23, 2017
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
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
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
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
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 ...