Firm Management

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March 13, 2014 

Rising Above … By Moving Your Firm to the Cloud

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…

Drew West

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March 13, 2014 

Technology Tools for Saving Time

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.

Randy Johnston

 The Key to Planning for Your Firm’s Success

March 13, 2014 

The Key to Planning for Your Firm’s Success

"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…

Darren Root, CPA, CITP, CGMA

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March 11, 2014 

The End of Windows XP – What it Means for Your Firm

On April 8, 2014, Microsoft Corporation will finally end technical and security support for the Windows XP operating system, its 12-year-old, second-most-ever popular operating system. That may not seem like a big deal, except for the following factors...

Dave McClure

 How To Produce Positive Change Through Appreciative Inquiry

March 10, 2014 

How To Produce Positive Change Through Appreciative Inquiry

Most firms are in the process of reflecting on their progress during this time of year. Often, that reflection leads to negative feelings of what did not happen, goals that were not met, numbers that were not obtained and people who left. A more effective process is one called Appreciative Inquiry.

Sandra Wiley

 Five Revenue-Boosting Tips for Accountants During Tax Season

March 7, 2014 

Five Revenue-Boosting Tips for Accountants During Tax Season

As an accountant, one might think managing a business and growing revenue would come naturally. But taking the time to focus on marketing, sales and business development objectives is one of the hardest aspects of building a company. That’s why we wanted to share some proven ideas to help save you time, money and grow…

James Walter

 How Business Valuation Services Can Benefit Accounting Firms

March 7, 2014 

How Business Valuation Services Can Benefit Accounting Firms

The practice of conducting a business valuation is a mix between art and science. There are standards that guide the professional appraiser, such as the Statement on Standards for Valuation Services (SSVS) published by the AICPA and the Uniform Standards of Professional Appraisal Practice published by the American Society of Appraisers. However, there is also…