Firm Management

 AICPA Urges New Professional Development for CPAs

May 20, 2014 

AICPA Urges New Professional Development for CPAs

CPAs need to embrace new ways of learning to thrive in a competitive, rapidly evolving global marketplace, according to the findings of an American Institute of CPAs task force. To help chart that path, the working group has issued an innovative report designed to spark a reinvention of career development within the CPA profession.

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May 20, 2014 

Thomson Reuters Offers Solution to Help Firms Market Healthcare Reform Services

As trusted financial advisors to millions of Americans and businesses, accounting firms are uniquely positioned to provide their clients with information and services regarding the Affordable Care Act. Thomson Reuters is offering a new solution to help firms market their expertise to clients and has released a tax act overview and monthly client marketing newsletter…

 AICPA Honors Professional for Public Service

May 19, 2014 

AICPA Honors Professional for Public Service

The American Institute of CPAs (AICPA) awarded Diane Cornwell, CPA with its 2013 Public Service Award for Individuals. The annual award honors members of the AICPA who have made significant contributions to their communities. She received the award at the spring meeting of the Institute’s governing Council in Scottsdale, Ariz.

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May 19, 2014 

CPA2Biz Rebrands Itself as CPA.com

CPA2Biz, a subsidiary of the American Institute of CPAs, has changed it's name to CPA.com to more closely align the business with its mission of "empowering CPAs and businesses for the digital age."

 The Secret Sauce to Beating the Competition

May 15, 2014 

The Secret Sauce to Beating the Competition

His firm has seen around 70 new clients since it opened, and business increased by 50% last February. James says that much of his success lies in his team’s terrific focus on giving his customers what they want, something he feels is often overlooked in other firms who are too busy chasing the next prospect.

Hugh Duffy

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May 15, 2014 

Intuit Acquires Online Accounts Payable System Invitbox

Intuit announced late Wednesday that it has acquired Invitco. The Australia-based company is the developer of Invitbox, an online system for managing accounts payable. Intuit is the company behind QuickBooks, TurboTax, Quicken, Mint and many other small business and financial management systems.

 BDO Acquires Fort Worth Accounting Firm

May 13, 2014 

BDO Acquires Fort Worth Accounting Firm

The national accounting and business services firm BDO USA is acquiring the Fort Worth, Texas-based firm of Hartman Leito & Bolt, the firms announced on Wednesday.

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May 13, 2014 

How to Discourage Clients from Price Shopping

Do clients ever tell you they’ve priced-shopped your services? Do they ever leave with no explanation, maybe because they were price focused? Or are you worried you’ll have to lower your prices or continue to forego increases in order to retain good customers?

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May 13, 2014 

Holistic Accounting – A New Approach

In quiet conversations, the concept of holistic accounting is being examined and considered as the next major trend in client services. In a nutshell, holistic accountant addresses the client as a complete entity and seeks to help in meeting all of their business needs.

Dave McClure