Firm Management July 10, 2026
Avoid Assumptions: Use Career Conversations to Guide Your Firm’s Succession Planning
A succession plan built on assumptions is likely to fall short of expectations when it matters most.
November 17, 2015
Tenenz Releases New System for Accounting Firms
My FirmFiles helps accountants by making it easy to serve clients effectively. “Being able to securely and instantly transfer or store files allows accountants to spend less time on administrative tasks and more time handling billable work, ” said Bob ...
November 17, 2015
Accounting Firm Porte Brown Merges with Alliant Advisors
Both firms are in the process of contacting clients to inform them of the change and answer questions they may have about the transition.
November 17, 2015
Ohio Accounting Firms Get Creative to Attract New Professionals
Dotting the ‘i’ for script Ohio in The Ohio State University marching band was a longtime dream for Neil Steffens. That dream came true this past September in part because Steffen’s employer, Clark Schaefer Hackett, a regional CPA firm, was open to ...
Technology November 16, 2015
How Accounting and Tax Firms Can Use the ACA to Increase Revenue Opportunity
From Nov. 2015 - The passage of the Affordable Care Act (ACA) has brought major change to the accounting profession as individuals and companies are increasingly turning to accountants and tax preparers for help in complying with new mandates and insurance decisions.
November 16, 2015
AICPA Partners With Lebanese Association of CPAs
The agreements between the AICPA and LACPA were signed in a ceremony earlier this month in Beirut attended by the Lebanese Minister of Finance and a representative of the World Bank.
November 16, 2015
Women Reach Partner in 43% of Small Accounting Firms
The highest ratio of female partners (43 percent) falls within the firm category of 2-10 CPAs, while the lowest (20 percent) is associated with the largest firms of 100-plus CPAs, the AICPA CPA Firm Gender Survey found.
November 16, 2015
Are Non-Equity Accounting Firm Partners Really Partners?
Prior to 2015, as corroborated by the AICPA staff, the Code of Conduct was not clear on this issue, even though firms by the thousands had adopted the non-equity position.
November 15, 2015
WSG Adds New Features to Accounting Firm Workflow Software
WORKFLOW 2.0 features new optimization and automated rescheduling capability to routinely update schedules nightly based upon priority and due date, as well as more precisely identify the “best fit” employee to complete tasks.
November 13, 2015
Professionals on the Move – November 13, 2015
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
November 13, 2015
2015 Review of InsynQ Cloud Hosting
Accounting and CPA firms that utilize multiple tax and accounting applications and is actively looking for an established hosting business that specializes in hosting for accountants.
November 13, 2015
2015 Review of Xcentric Hosting
Designed specifically for accounting firms, Xcentric is a good fit for firms of all sizes that are interested in having their tax and related programs hosted.
November 13, 2015
2015 Review of Cloudvara Cloud Hosting
Cloudvara is truly a custom hosting service, offering a number of application options for accounting firms and other businesses looking to have accounting, tax, and other business applications hosted. The product is ideally suited for smaller ...