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.
April 21, 2014
Nominees Announced for 2014 CPA Practice Advisor Innovation Awards
The nominees for the 2014 CPA Practice Advisor Tax & Accounting Technology Innovation Awards have been chosen. As the pinnacle of recognition for technology vendors serving the tax and accounting profession, the awards recognize exceptional product development, breakthrough technologies, state of the art design and implementation, and cutting edge concepts that help accounting professionals and…
April 21, 2014
Save It or Lose It – Don’t Let Your Firm’s Data be at Risk
It is impossible to think too much about protecting your data. If you are the business owner, responsible for Information Technology or an IT professional, protecting data has to always be top of mind. Backup and recovery is not an area you can leave to chance. The January installment of this column spoke about alternative…
April 21, 2014
5 Tips for Using Technology as a Strategic Asset
Is your firm leveraging technology as a strategic asset or is it viewed as simply a cost of doing business? Successful firms view it as an asset and build an IT leadership and governance model that helps harness the power of technology as an accelerator toward improved performance, profitability and growth. There are five aspects…
April 21, 2014
Think Help, not Hype, when Marketing Your Firm
For the past several decades, the function of marketing has been focused on selling consumers about the benefits of a particular service or product. Most companies, accounting firms included, have tried to create “hype” about their wares using mass media to generate sales.
April 21, 2014
6 Tips for Managing Underperforming Staff
You may have heard it before, or you may have actually uttered these words, “Why did we wait so long to let an underperforming employee go?" In some firms today it may actually be called the underperforming epidemic or the underperformer drag, but no matter what words you are using to describe the problem, the…
April 21, 2014
Thank You for an Amazing Journey
Five years ago I embarked on an extraordinary journey by joining the editorial team of this magazine, known then as CPA Technology Advisor. Today, I share with you my final column as its executive editor.
Firm Management April 21, 2014
A Journey of Understanding – How One Firm is Reaping the Benefits of Marketing
The owners of Mattingly Zsebe, PA weren’t any different from most practitioners in terms of how they viewed marketing. In essence, “Marketing sucked…it didn’t work…it was a waste of time.” These were the sentiments of the partners, Bill Mattingly, CPA, and Dylan Zsebe, CPA, before they started their journey of understanding just a year ago.
April 21, 2014
Accountants at Work (and Play) Post-April 15
What is at the top of your accounting firm's agenda when the sun rises on April 16? Is it all crash and burn? Do you have a pile of unanswered messages and unread articles to plow through?
April 21, 2014
The Costs of Distracted Driving
How often do you talk on the phone, look at email messages, check the news or weather, read or composts text messages while you're driving? We take pride in our ability to multi-task, but at what cost? Centuries of accountants managed to drive from point A to point B without phones in their hands. Today,…
April 21, 2014
2014 Review of CCH Axcess Practice
Unlike traditional applications where it is very clear where one module begins and another ends, CCH Axcess users can perform many tasks from a wide range of menus throughout the solution. This flexibility may be confusing to new users, as the time capture functions are accessed from the user’s dashboard and not from within the…
April 21, 2014
2014 Review of CCH ProSystem fx Practice Management
ProSystem fx Practice Management was originally built as CPASoftware Visual Practice Management on the Microsoft Access database, but has been updated to support the Microsoft.net and Microsoft SQL Server platforms.
April 21, 2014
2014 Review of Commercial Logic APS Advance Practice Management
APS Advance Practice Management is a customizable solution which best meets the needs of large accounting firms. The solution is built on the Microsoft SQL server platform. The application is flexible enough that the firm will need to know how they want to work with the application, and should not be expecting a “standard” implementation…