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.
Firm Management December 11, 2025
Today, compliance isn’t enough to differentiate your firm. If you want to stay competitive, you need to focus on CX.
December 11, 2025
December 9, 2025
December 8, 2025
August 8, 2014
Building on CPAs’ long-standing commitment to provide high-quality services that protect the public, the American Institute of CPAs (AICPA) has issued a discussion paper for all stakeholders in the audit process of private entities. The discussion paper summarizes the Institute’s multi-faceted effort that is designed to help auditors excel in a fast changing and complex…
August 8, 2014
Mark K. Rich, CPA, the director of investments for the Kimbell Art Foundation, has been selected by the American Institute of CPAs (AICPA) as the 2014 winner of the Maximo Mukelabai Award. Rich was honored for his work with the Fort Worth chapter of the Texas Society of CPAs (TSCPA) and his service to his…
August 7, 2014
For most accounting firms, choosing a software provider and staying the course is an easy and safe decision. Only when there are traumatic events in pricing changes, software not working and not getting fixed, technology changes or regulatory changes that the software doesn’t keep up with will we even consider a change.
August 7, 2014
Intacct, a leader in cloud financial management and accounting software, today announced the launch of a new Premier Partner Program. This new program was built to recognize a network of Intacct partners that deliver comprehensive, high quality services, support, and software to help companies get maximum value from their Intacct investment.
August 7, 2014
So where do you place your firm's website on your list of priorities for your firm? Do you see it as a necessary evil that has to be dealt with just to “be in the game?” Or, do you see it as the gateway to serving your clients for the coming years? Chances are you…
August 6, 2014
An accounting professor at the University of Southern California has been recognized by the AICPA for his contributions to accounting academics.
August 6, 2014
The other day, I noticed that there was something interesting going on in my office. I was picking up different devices to use, depending on what tasks I wanted to accomplish. This was never a conscious decision – I never thought: “I shall purchase this ipad so that I can use it in this specific…
August 5, 2014
One of the world's largest accounting and professional-services firms announced on Monday that it plans to open a new tech center in Lake Mary, Florida, and hire up to 1,000 high-salaried workers over the next four years.
August 5, 2014
When employees were asked to name the biggest breach of workplace etiquette in this type of office environment, using a speakerphone or talking loudly on the phone topped the list (36 percent); loitering or talking around a colleague's desk ranked second (23 percent).
August 1, 2014
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
July 31, 2014
Whatever you may think of Millennials, they are natural born savers. A new report from the Transamerica Center for Retirement Studies shows that since many of these workers entered the workforce at about the same time as the Great Recession, they've been more proactive in saving for perilous employment times.
July 31, 2014
If you have household employment (a.k.a. “nanny tax”) clients, you know how much extra work goes into making sure their taxes are in order. For those unfamiliar with this part of the tax code, household employers have a “Casual Babysitting Exemption” when they pay an individual less than $1,900 in a calendar year. However, once…