Firm Management

September 2, 2014 

Offering new services enables your accounting firm to generate additional revenue, and build stronger relationships with existing clients while adding new ones. While a majority of firms may offer seasonal/tax time services, offering new ones, such as bill pay, can significantly impact your bottom line.

September 2, 2014 

The American Institute of CPAs has issued an Invitation to Comment, requesting feedback from key stakeholders to shape the next version of the Uniform CPA Examination. The comment period opened today and runs through December 2.

Isaac M. O'Bannon

September 1, 2014 

Armanino LLP, the largest independent accounting and business consulting firm based in California, announced today the appointment of Chris Carlberg as its first General Counsel in the firm's history. Chris is responsible for overseeing all legal work for the firm as well as advising on business policy and overall governance.

Isaac M. O'Bannon

Firm Management August 31, 2014 

Trade shows remain a viable marketing option for accounting firms, yet many practitioners still don’t see the value. The fact is that if the appropriate level of planning is applied, trades shows can prove exceptionally successful in terms of lead generation and networking. Firms must first think through such items as budget, the right shows…

Kristy Short, Ed.D.

August 28, 2014 

Portland-based accounting firm BerryDunn is growing quickly as it adds and expands services such as company valuation, succession planning and government consulting work.

August 27, 2014 

Accounting software and technology provider AccountantsWorld has finished a major redesign to Website Relief, a cloud-based solution that helps accounting firms create websites and virtual offices. The new Website Relief design is intended to make it easier than ever for accountants to build websites that engage and inform both existing and potential new clients.

Isaac M. O'Bannon

August 27, 2014 

The Center for Audit Quality (CAQ) has released the Professional Judgment Resource, a guide designed to provide auditors with an example of a decision-making process to facilitate important auditing and accounting judgments in a professionally skeptical manner.

August 26, 2014 

A new accounting firm case study examines the challenge of "over-auditing," and the effects it can have on efficiency.

August 25, 2014 

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 

TD Bank survey finds most millennials wish they were better prepared for life events.

Isaac M. O'Bannon

August 20, 2014 

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.

Isaac M. O'Bannon

August 19, 2014 

Gettry Marcus CPA, P.C. is proud to have been named a finalist for an HIA Achievement Award in the category of Small Business.

Isaac M. O'Bannon