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.
January 20, 2014
Growing Your Firm: The Value of Building a Connected Brand
A decade ago, having a strong brand was all about unity. As long as your firm’s visual identity and communications were cohesive your brand was considered effective.
January 20, 2014
Does Your Firm Have a Data Breach Response Plan?
Accounting firms are repositories of personal information and have become targets for criminal hackers. They are like an auto accident waiting to happen.
January 20, 2014
One Accounting Firm’s Journey to a Hybrid Cloud
Our accounting firm, like many others is fully networked. All of our desktop PCs, printers and desktop scanners as well as two full size printers/scanners/copiers are connected. We have a dedicated fax line, a fax to email account, several automated email servers that are automated to send and receive emails from clients.
January 20, 2014
Tax Preparers Unprepared for Data Loss, ID Theft Incidents
I visited Arizona last summer, where the temperatures hit 119 degrees in the afternoon and didn’t much cool at night. They call it “dry heat.” I called it Apache Territory.
January 18, 2014
Founder and CEO of The Rainmaker Companies Steps Down
The Rainmaker Companies recently announced that founder and CEO Troy Waugh, CPA, MBA will transition leadership to newly appointed CEO Dan Brooks, CPA, President Angie Grissom. Scott Bradbary, Patrick Pruett and Adelaide Ness.
January 16, 2014
AICPA Supports Tax Administration Reform and Simplification
The American Institute of CPAs (AICPA) said in a letter today to Senate Finance Committee Chairman Baucus and Ranking Member Hatch that it “strongly supports the efforts by the Senate Committee on Finance on tax administration reform and simplification.”
January 15, 2014
Developer Offers Free Practice Management System to Tax Firms
TaxWorkFlow, LLC announced today that it will provide its TaxWorkFlow practice management software free to tax professionals this tax season. The offer will be available to 100 tax firms on a first-come, first-served basis and will include a complete version of the software with instructional support to ensure that the system is implemented smoothly.
January 15, 2014
How Small Businesses Can Increase Customer Loyalty & Branding
Online Survey Reveals 74 Percent of Consumers Think More Positively About Sending Company and 87 Percent Report Increased Brand Loyalty
January 15, 2014
Ohio Accounting Firm Announces Name Change
The Ohio-based accounting and consulting firm Howard, Wershbale & Company, one of the top 200 accounting firms in the U.S., has announced that it is finished its rebranding as HW&Co.
January 15, 2014
CCH Names Shari Dodgen as Director of Strategic Relationships
Former CPA Practice Advisor publisher Shari Dodgen has been appointed as CCH's Director of Strategic Relationships
January 14, 2014
Financial Firms to Increase Technology Spending in 2014
Financial services firms, particularly investment firms and traders, are planning on investing more in technology in 2014, says to a new survey. The growth is intended to drive business growth and manage the market challenges in the coming year, according to the “A Look Ahead to Industry Technology Trends in 2014” survey conducted by IPC…
January 14, 2014
Accounting Firms, Medical Practices Top List of Businesses with Best ROI
Returns, rewards, whatever you call them, most people want to make something off of the money or effort they provide to a venture. And it’s human nature to try to get the greatest reward on the smallest input possible.