Firm Management April 24, 2026
Professionals on the Move – April 2026
Professionals on the Move is a periodic round-up of recent promotions, leadership changes, awards, and other staffing announcements from aroundt he accounting space.
April 29, 2014
The ObamaCare of Computing? Microsoft’s Silly Trick
By now you have discovered the sad and silly trick that Microsoft played on you during the last days of tax season. Windows XP has been killed, and you have to upgrade to Windows 8.1 or leave your accounting computers both unprotected and in violation of federal law.
April 28, 2014
Free CPE Webcast: Modernize Your Firm’s Back Office
1 HOUR FREE CPE CREDIT — Wednesday, May 14, 2014 – 2:00 PM ET – 11:00 AM PT As an accounting professional, you do all that you can to help your clients create better processes and save time and money…shouldn’t you do the same? Don’t let another week go by continuing to operate your businesses...…
April 28, 2014
Free CPE Webcast: 7 Ways Accounting Firms Benefit from Practice Management Systems
Learn how a firm's value is increased when practice management solutions are employed. Discover how your team can provide exceptional client service. Explore methods that improve efficiencies and increase billable time.
April 23, 2014
KPMG Appoints CPA as Co-Leader of Firm’s Venture Capital Practice
Big Four accounting, audit, tax and advisory firm KPMG LLP has appointed Conor Moore as national co-leader of the firm's Venture Capital practice.
April 22, 2014
2014 Review of Practice Management Systems for Accounting Firms
As the space for practice management applications has changed over the last year, we have changed the applications which we cover as part of this review to reflect the desire of many mid-sized and large firms to implement staff scheduling tools.
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.