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.
April 17, 2015
Xero Offers Integrated Cloud-Based Practice Management
Completely cloud based, Xero Practice Management offers tools that small firms can utilize to become more productive and more efficient, including a Document Management function, where users can store all documents in specific client folders.
April 17, 2015
How to Do Billing and Accounts Receivable Better
Whether you're managing the cash flow of your own accounting firm or helping your clients solve their receivables problems, these tips from the experts might give you some ideas for getting the job done more effectively.
April 17, 2015
It’s Not Too Early to Get Ready for 2016 Busy Season!
Here are some questions to address with your co-workers, and don't forget that your family should have a say in some of these issues – like the very first one.
April 17, 2015
Practice Management — The Difference Between a Successful Accounting Firm and a Thriving One
Good practice management software can often mean the difference between a loosely-organized firm and a practice that is thriving, growing and more profitable. While a firm can have the best and the brightest employees on staff, if they’re not given ...
April 17, 2015
Relax. Refresh. Reset. Navigating Payroll at the End of Tax Season
Tax season is ending which means that it’s finally time to unwind and put the stress of the busy season behind you. Payroll still needs to be run during the offseason, but here are a few things you can do to relax, refresh and reset your buttons.
April 17, 2015
Apps We Love – Organizational Tools for Professionals
Who doesn't want to be better organized? With today's apps, there are lots of opportunities available to organize various aspects of your business and personal live. We asked members of the CPA Practice Advisor audience and family to share some of their f
April 17, 2015
Corporate Tax Directors Expect Growth Over Next Three Years
Organizations continue to focus on generating increased efficiencies in the face of an evolving tax landscape. A majority of respondents (75 percent) say the cost of compliance within the tax and financial regulatory environment has increased over the ...
April 17, 2015
Maryland CPAs Score Victories in State Legislature
MACPA had also sought an additional cap of $1 million for small businesses, but that provision was removed from the final version of the bills. The MACPA will continue to work to add that cap for smaller CPA firms in future General Assembly sessions.
April 17, 2015
Security – A Balancing Act for Accounting Firms
Security has been a top priority for firms for years. It has consistently ranked at or near the top of the AICPA’s annual top technology initiatives. So why does it seem there is more chatter now on the topic than in recent years?
April 17, 2015
2015 Review of Office Tools Professional Practice Management Workspace
Practice Management Workspace from Office Tools Professional is a time and billing software designed for small to mid-sized firms. The product uses a simplified user entry screen and offers excellent client management tools along with an intuitive ...
April 17, 2015
2015 Review of CCH ProSystem fx Practice Management
CCH ProSystem fx Practice Management is part of the ProSystem fx Suite of products that features a host of fully integrated tax and accounting solutions for firms of all sizes; though the depth of the product makes it better suited to larger firms.
April 17, 2015
2015 Review of APS Advance Practice Management
APS Advance Practice Management is an Australian practice management solution. The application is offered in the U.S. exclusively by Commercial Logic, Inc. Fully customizable, specific firm data is gathered by Commercial Logic early in the ...