Firm Management

March 22, 2017 

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.

Sandi Smith Leyva

March 22, 2017 

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 ...

Gail Perry

March 22, 2017 

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

Jim Boomer

March 20, 2017 

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 

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

March 16, 2017 

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 

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 ...

Richard D. Alaniz, JD

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 ...