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
June 10, 2014
The Cleveland, Ohio-based accounting firm of Cohen & Company has joined The International Accounting Group (TIAG) as its newest independent member firm. This addition continues a significant growth trend TIAG is experiencing as a result of its recent North American expansion strategy.
June 10, 2014
While larger firms may seem to have an advantage over their smaller counterparts because they allocate more money toward marketing and public relations, there’s no reason why smaller firms can’t do what they can to market their practices.
June 10, 2014
Successful firms are actively engaged in finding and eliminating inefficiencies while growing the most lucrative parts of the practice. However, the flood of raw data available can be overwhelming. If you aren't getting the most out of your firm's data, you're missing an opportunity to strengthen your business.
June 10, 2014
Non-equity partners don’t usually have the same “rights” that equity partners have: a vote, capital buy-in, goodwill-based retirement benefits, obligation to pay retirement benefits to others, legal liability and a share in the profits.
June 10, 2014
Thousands of firms are working through the succession and retirement of senior partners and deciding along the way whether or not they can pull it off internally and stay independent. The single most important factor for success is what we see when we look over our shoulder – is the bench of people there to…
June 9, 2014
I'm a constant believer in fate. Things happen for a reason; there is a path we move along in life that is waiting for us to discover. I'm also a believer in taking control of your life and helping yourself move along that path, looking out for yourself, and making sure obstacles don't deter you…
June 6, 2014
There is a lot of interest, discussion and action taking place around client accounting and advisory services these days. Firms are recognizing the opportunities offered by advances in technology and cloud accounting systems. However, it’s not the technology platform driving this movement, rather firms’ desire to transition from a trusted technical advisor to a trusted…
June 6, 2014
This year is the year of delivery for many new hardware and software products. Which are ready for production? Which should be implemented first? You know that every technology does not need to be implemented.
June 6, 2014
You know (you might even be) the type: "I know it looks messy but I know where everything is!" There are those whose desks and workspaces look almost vacant - like no one could possibly work there because every surface is bare.
June 6, 2014
When I started my accounting career as a Deloitte tax accountant, we were each expected to choose a niche. I wanted to focus on agriculture clients, but it seemed the Chicago area didn't provide enough to keep me busy in that area, so instead I found myself getting the small business clients, and in particular,...…
June 5, 2014
Two prominent accounting firms on New York's Long Island will join together beginning June 2, 2014. Combined, the two have more than fifty years of experience and the newly formed firm of CondeBoyce, LLP will unite the small business startup expertise of Mario Conde, CPA, formerly partner in the accounting firm of Ambrico Conde CPA,…
June 5, 2014
CCH has launched a new online research tool called “Quick Answers.” The system features more than 2,000 answers to questions most often researched in IntelliConnect, CCH's research platform for tax and accounting professionals. In addition, the company is previewing CCH IntelliConnect Direct, a new universal platform research tool that provides clear and intuitive access to…