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.
June 16, 2015
On-Demand Services and the Ongoing Employee vs. Independent Contractor Debate
If you’ve been following the news lately, then you’ve probably heard of the lawsuits against some of the on-demand service providers which beg the question: are workers employees or independent contractors? On-demand services providers hire workers to provide a service “on demand” to customers. For companies like Lyft and Uber, workers provide their own vehicles...…
June 16, 2015
8 Good Reasons Why Every Accounting Firm Should Survey Their Clients
There are a few common questions to consider when it comes to building, executing and analyzing surveys. I will address them below. Feel free to send me a note if you need some help or have questions about surveying your client base.
June 16, 2015
Professionals on the Move – June 17, 2015
A weekly roundup of professionals in the tax and accounting field who have changed jobs and/or been promoted.
June 16, 2015
The Future Is Here … Now
Time travel is an interesting concept and you’ll probably be hard-pressed to find someone that wouldn’t want to travel to the future. Or better yet, bring the future here. That’s the idea behind two recently announced initiatives at Intuit. The provider of financial services software wants to help bring the future to accountants and small...…
June 16, 2015
Accounting Firm Partner Compensation: The Importance of Ownership Percentage
Taken to extremes, ownership percentage can be used to drive all of the “big 4” partner issues: partner income allocation, partner buy-in, partner buyout and voting. At many firms, ownership percentage may not be the sole driver of these partner ...
June 16, 2015
XCM Unveils Latest Version of Cloud Workflow System for Accounting Firms
The redesigned XCM workflow and scheduling solutions feature a streamlined, easy-to-navigate look that puts important information at users’ fingertips. Features like Quick and Advanced Search capabilities, My Reports, and interactive Dashboards give ...
June 16, 2015
Avalara Acquires European VAT System, Expands Global Presence
Based in Belgium, iVAT is an important acquisition for Avalara as it expands its global reach and accelerates its ability to provide accurate VAT content to support merchants in Europe and worldwide.
June 16, 2015
How to Use Twitter for Recruitment
Employers, recruiters and staffing agencies can use Twitter by leveraging social listening tool.
June 15, 2015
Awards Spotlight Innovations in Tax & Accounting Technologies
The winners of the 12th annual Tax & Accounting Technology Innovation Awards, all cloud-based solutions, are examples of this new reality of on-demand information and business agility.
June 15, 2015
2015 Review of QuickBooks Online
QuickBooks Online is a good fit for those looking for a solid financial product that is one step above basic micro-business accounting solutions, yet not filled with a lot of unnecessary features. QuickBooks Online is also easily scaled up to the more ...
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...