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.
Technology May 15, 2015
Great Practices: An Accountant Testifies to Profitability of Forensic Accounting
Mike Meilinger, CPA, explains how his consulting firm is ruling the litigation vertical market.
May 15, 2015
3 Tips to a Better SALT Engagement Letter
The engagement letter not only sets out what services you will provide, it lays the groundwork for the client's role in making those services achievable. You can describe your plan to prepare tax returns, but that plan is contingent on the client ...
May 15, 2015
QuickBooks Workhub Helps Accountants and Small Biz Owners Streamline Management
Now, business owners can manage all of their backend processes from one central hub. Workhub is built off Intuit’s QuickBase platform, but is designed from the ground up to meet the unique needs of small- to medium-sized business owners.
Technology May 15, 2015
Great Storytellers Get The Girls
The folks telling these captivating stories aren’t holding some great secret. The fact is that anyone can tell a story. Yes, anyone. And that includes accounting professionals. The greatest of storytellers have simply taken the time to define what ...
May 14, 2015
The Pros and Cons of Mandatory Partner Retirement at Accounting Firms
A compromise that many firms make: 81% of firms over $20M and 58% of $2-10M firms have a mandatory retirement policy. The vast majority have a related provision: Partners continuing to work past 65 is subject to annual approval by the other partners.
May 14, 2015
Accounting Thought Leader Darren Root Launches New Website
Darren Root, CPA, CITP, CGMA, has launched a new website at www.darrenroot.com. Root is the president of the full-service accounting firm Root & Associates, the CEO of the consultancy RootWorks, LLC and is the former executive editor of CPA Practice ...
May 13, 2015
Sage Life Platform Gives Small Businesses Greater Insight
Sage Life was developed to give small businesses an always-on network for collaborating across their organization, while helping to "cut out delays, uncertainty and wasted time."
May 13, 2015
Sage and Salesforce Partner for Business Accounting, Payroll, CRM
With this partnership, Sage has built a new solution called Sage Life on the Salesforce1 Platform, an enterprise Platform as a Service [PaaS], which enables small businesses to run completely in the cloud.
May 13, 2015
New Sage Impact Offers Customizable Hub for Accounting Professionals
Sage collaborated with accountants and bookkeepers to review and rethink the changing role of accounting professionals, as core areas like tax and compliance have become more automated. For the first time, Sage has brought together many of the everyday...
May 12, 2015
Is Your Firm Using Electronic Signatures?
So you think you’re a progressive firm, right? You’re committed to going digital and eliminating, or at least minimizing, paper. Your engagement letters are all electronic and are emailed to clients and prospects for signature.
May 12, 2015
Senior Managers Have More Positive View of Workplace Than Front-Line Workers
Compared to front-line employees (those who are directly involved with the production of products or provision of services), more senior leaders viewed their organization's culture positively, reported having opportunities available to them and said ...
May 12, 2015
“Where Do I Start?”
I recently attended the New York Accounting Show put on by Flagg Management, generally acknowledged as the annual kickoff event for nationally recognized accounting conferences that provide continuing professional education and networking opportunities fo