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.
August 26, 2014
Accounting Firm Case Study Looks at Challenge of Over-Auditing
A new accounting firm case study examines the challenge of "over-auditing," and the effects it can have on efficiency.
August 25, 2014
The 4Cs of Brand Management: How to Take Control of Your Brand
There are plenty of reasons to care about your brand, and high among them should be to make your voice heard: your unique voice. Voice is the contribution made to something larger than oneself. It’s the medium for sharing one’s purpose, values, talents and vision for the future. Yes, there are plenty of examples in…
August 25, 2014
Most Millennials Wish They Were Better Prepared Financially, 1/4 Under Extreme Financial Stress
TD Bank survey finds most millennials wish they were better prepared for life events.
August 20, 2014
This Way to CPA: Accounting Competition Challenges Undergrads
The American Institute of CPAs has opened the enrollment period for the 2014 Accounting Competition, with a total of $40,000 in awards at stake. The fifth annual competition challenges teams of undergraduates to play the role of management accountants and combine their accounting and financial expertise with strategic insight to help guide business decisions.
August 19, 2014
Gettry Marcus Named Finalist for Small Business HIA Achievement Award
Gettry Marcus CPA, P.C. is proud to have been named a finalist for an HIA Achievement Award in the category of Small Business.
August 19, 2014
AICPA Hits New Membership High of 400,000
The American Institute of CPAs announced on Wednesday that it recently hit the 400,000 member mark, a milestone the organization says underscores the continuing value and vitality of the organization and the accounting profession as well.
August 19, 2014
Professionals on the Move – August 18, 2014
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
August 18, 2014
NetDocuments Names New CEO, Receives $25M Investment
Cloud-based document and email management provider NetDocuments has announced that Matt Duncan has taken the helm as the company's new chief executive officer.
August 15, 2014
Cleveland CPA Works to Bring Young Talent to Hometown
Cleveland CPA Gary Shamis is working to attract younger accountants to his firm and city.
August 13, 2014
31% of Workers Have No Retirement Savings
Nearly one third of American workers have no retirement savings or a pension, and 19 percent of workers nearing retirement age have no nest egg either, according to a new report by the Federal Reserve Board.
August 12, 2014
To Payroll or Not to Payroll? That is the Question… For CPA Startups Now and Then
Los Angeles-based Team Jenn Corp founder Jennifer McCabe is a careful proponent of offering payroll services. “I won’t minimize it, payroll errors can be a nightmare. But payroll is an important part of the confidential employee relationship bucket.” Offering payroll services can also help to instill invaluable confidence and a deep relationship. “It’s worth it.…
August 12, 2014
Employee vs. Independent Contractor: Do You Know the Rules?
When you’re running a business and someone works for you or provides a service, you pay them. That’s easy. What isn’t always so easy is determining how you should treat those payments. Before you enter into a business relationship, it’s important to establish the type of relationship – is this person providing services as an…