Firm Management September 10, 2026
The 150-Hour Rule is Fading. Is Your Hiring Plan Ready?
What does the shift to a 120-hour pathway do to how we hire, develop, and retain talent?
September 26, 2016
Bridging the Generational Divide in Accounting Firms
Whether you own an accounting firm or small business, or you simply manage or lead a team, you have many different types of people you work with. Though each of the generations certainly has its own style, overgeneralizing can be dangerous—and cause ...
September 26, 2016
A Practical Approach to CPA Firm Cyber Security
The cyber-threat landscape has evolved considerably over the last 5 years into something that most small CPA firms find overwhelming. And, if they don’t find it overwhelming they aren’t paying attention. Attacks are no longer just email viruses that ...
September 26, 2016
The Path to Process Improvement
Lean Six Sigma is a proven method for systematically eliminating actions that do not add value. While the methodology originated in manufacturing, the core concepts are successfully applied in accounting firms as well. Firms that complete Lean Six ...
September 24, 2016
Accountant’s Content Vault Offers Free Client Communications for CPA and Accounting Firms
CPAs and accounting firms now have access to a free solution that will help them implement a comprehensive and professional client communications program: The Accountant’s Content Vault (www.accountantscontentvault.com).
September 22, 2016
New Version of iManage Offers Enhanced Document Tools
One of the new features in Records Manager is a migration toolkit to assist customers that want to migrate from products like Autonomy Records Manager or OpenText Records Management, LegalKEY that have reached end-of-life or do not currently have a ...
September 22, 2016
Accounting Firm Partner Recognized for Work With Boys & Girls Club
The Boys & Girls Club of Central Orange Coast will honor Wayne Pinnell, managing partner of Irvine, Calif.-based accounting firm Haskell & White and his wife, Karen, with the prestigious DreamMaker Award at its annual Be Great Gala on Saturday, Oct. 8 ...
September 21, 2016
Is Your Firm Real-Time?
If you’re a CPA and you are serious about being the firm of the future, you should read Rob Nixon’s Remaining Relevant:The Future of the Accounting Profession. Rob is CEO of Panalitix, an Australian-based firm that uses cloud software to enable ...
September 20, 2016
Webcast Series Focuses On Strategies To Grow Accounting Firms
The American Institute of Certified Public Accountants (AICPA) and the Association for Accounting Marketing (AAM) have partnered to bring the practice growth arena's major players together for a new five-part webinar series.
September 15, 2016
Professionals on the Move – September 15, 2016
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
September 13, 2016
Webinar Series Coaches Accountants On Building An Advisory Practice
Sageworks is producing a new, six-part webinar series for accountants, “Taking Accounting Services to the Next Level.” The free series, which launches on Sept. 20, will train accountants on exactly how to transition from a compliance-focused firm to a ...
September 13, 2016
How to Build a Strong Culture in Your Firm
I was recently asked: What ONE change do you recommend that firms undertake to make their firm culture more engaging and attractive to the next generation leader?
September 13, 2016
Regulations, Executive Orders and Court Rulings: Part 2—What Employers Need to Know Now
Election years often bring a flurry of legislative and regulatory activity that could significantly impact employers. And, as we mentioned in the first part of this two-part series, this election cycle is no different, as Pres. Barack Obama prepares t...