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.
Firm Management April 24, 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 23, 2026
April 21, 2026
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…
March 11, 2014
Executives worried about data security are driving a spike in demand for skilled number crunchers who are well-versed in technology, according to a Chattanooga, Tenn.-based firm.
March 11, 2014
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...
March 11, 2014
Anthony Carmello and Anthony Swanson named winners in Leadership and Strategy Consulting categories, respectively.
March 11, 2014
When I educate CPAs and accountants on social media marketing, I get two questions more often than any others. First, which application they should be on, and second, how they operate or participate in social media to get results.
March 10, 2014
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.
March 7, 2014
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…
March 7, 2014
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…