Firm Management December 11, 2025
Client Experience as a Growth Strategy: Moving Beyond Compliance
Today, compliance isn’t enough to differentiate your firm. If you want to stay competitive, you need to focus on CX.
June 15, 2015
How an Accountant Went From Bean Sales to Progressive & Successful ‘Bean Counter’
It’s not often that you come across such an interesting business transition story. This is definitely one of them. It’s a story of true inspiration…a story of how a leader was so inspired to make the transition that he fought to hurdle every obstacle.
June 11, 2015
A Post-Busy Season HR Checklist for Accounting & Tax Firms
As your firm emerges from yet another busy season, the last things you want to revisit and mull over are all the long hours and hard work you and your team put in to reach the finish line. But before you officially move on from this intense work period...
June 11, 2015
Accounting Firms Armanino & RBZ to Merge
The combined firm will be named Armanino, and will keep its RBZ Los Angeles office location at 11766 Wilshire Boulevard with partners and staff continuing to serve its clients without disruption of services.
June 11, 2015
NSA Annual Convention & Expo to be Held Aug. 19-22 in Vancouver, BC
The event will draw accountants and tax professionals from across the United States and Canada, and offers continuing education and networking opportunities.
June 11, 2015
Labor Law Ruling Means It’s Time To Revisit Employee Handbooks
According to the NLRB: an unlawful handbook disclosure provision, an overly broad social media policy, illegal provisions regarding conflicts of interest, overly broad rules regarding copyright use, too-restrictive rules on employee conduct, and ...
June 11, 2015
Proposed Changes to CPA Exam Draws Comments from Professionals
The report summarizes more than 300 responses to the Invitation to Comment (ITC) from members in public accounting and business and industry, state boards of accountancy, state societies, the National Association of State Boards of Accountancy ...
June 11, 2015
The Top 5 Marketing Mistakes by Accounting Firms
It’s not enough to place a CPA shingle outside your office and wait for clients to beat a path to your door. To grow in the digital age, you need to have a strong online presence – yet many accountants neglect this critical step, says veteran marketer.
June 11, 2015
448 Members of Accounting Firm Volunteer for Day of Service
The Days of Service initiative is part of the firm’s We Are WeiserMazars program that fosters employees’ personal and professional growth through the tenants of association, respect and excellence.
June 9, 2015
SMB Optimism Rises in May, “Finally at Normal Level”
Small business owners are more optimistic, according to a new survey, but at least one group isn't impressed.
June 9, 2015
Recruiting and Retaining Staff Tops List of Worries For CPA Firms
Talent pool concerns have emerged as the most pressing issue for all but the smallest CPA firms, according to new research by the American Institute of CPAs. One silver lining: While recruiting and retaining staff is more challenging than ...
June 8, 2015
10 Lean Six Sigma Audit Considerations
The application of Lean Six Sigma principals has helped countless organizations objectively re-evaluate and streamline their production processes. Lean Six Sigma is a consulting methodology gaining favor in the accounting profession for its focus not ...
June 5, 2015
How Document Management Systems Are a Game Changer for Accounting Firms & Their Clients
There are many reasons Document Management Software (DMS) is better than traditional paper filing systems, from superior organization and security to increased productivity and profitability.