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
March 18, 2014
We live in a mobile world that is becoming increasingly so every day. Expectations are growing among mobile users that they should be able to do anything and communicate with anyone (including your firm) from the convenience of applications on their mobile devices.
March 18, 2014
Is the marketing produced by your accounting firm truly so useful that people would pay for it if you asked them to do so? That’s the success standard outlined in the new e-book, Youtility for Accountants, co-authored by Darren Root, CPA and Jay Baer, and published by Portfolio/Penguin.
March 17, 2014
After the Japan earthquake three years ago, the Santa Monica, Calif., accounting firm Gumbiner Savett decided to help raise funds to support the victims of that disaster, as well as some of the firm’s affiliates and former staff in the country.
March 14, 2014
It’s 2014, and no one can say exactly what will take place in the course of the year. One thing we do know, however, is that society seems to be moving so fast that none of us has a handle on all the changes taking place.
March 13, 2014
CPA2Biz and the Information Technology Alliance (ITA), an independent professional association comprised of most of the nation's top 30 accounting firms, premier technology consultants, and leading technology vendors serving the accounting profession, today announced they will jointly host events on December 7-10 at the Gaylord National in Washington, D.C. CPA2Biz is the technology subsidiary of…
March 13, 2014
Economists liked the U.S. Labor Department's most recent report on the nation's job situation, cheered by news that payrolls expanded by 175,000 in February and unfazed by a slight rise in the unemployment rate to 6.7 percent, from 6.6 percent.
March 13, 2014
2014 started off awesome with my annual pilgrimage to the Consumer Electronics Show (CES) in Las Vegas where future trends and bleeding edge products are announced.
March 13, 2014
Spending more time with clients reveals more service opportunities– leading your firm to higher growth. Yet you might spend more time than you’d like just managing your growing firm, trying to understand what’s really working and struggling to adapt as the business changes. Join me on one firm’s journey to address these challenges– and to…
Firm Management March 13, 2014
Accountants tend to fall in the analytical-left brain-thinker camp. This makes it difficult for some practitioners to make the transition to right brain creative thinking when the time comes to get a marketing program up and running.
March 13, 2014
This year is a great year to watch for improvements in procedures and processes supported by maturing technology tools. We can look for revolutionary changes to make in our practices. However, evolutionary change can be taught and assimilated in day to day work.
March 13, 2014
A new class of “digital plumbing” applications are helping many firms and small businesses solve another seemingly “impossible” task – automated synchronization and universal exchange of data between applications written by different software publishers.
March 13, 2014
"The 7 Habits of Highly Effective People," by Stephen R. Covey, is a book that has had a profound impact on both my personal and professional life. Of the seven habits that Covey presents in the book, the second habit, “Begin with the end in mind,” is my favorite. This habit is directly connected to…