Firm Management October 9, 2026 Sponsored
Client data is one of a tax and accounting firm's most valuable—and most vulnerable—assets. As cyber threats, compliance expectations, and client demands continue to evolve, firms need secure technology that protects sensitive information without creating unnecessary friction for staff or clients.
September 9, 2026
September 9, 2026
September 9, 2026
September 9, 2026
February 25, 2014
While professionals in some other fields may still be wary about the economy, accounting and finance professionals still have high confidence in the security of their jobs, and increasing confidence they could find a new one, according to a new survey.
February 25, 2014
The second annual Junxure Advisor Conference will be held at the Las Vegas Four Seasons Hotel from Sept. 15-16, the company's co-founder and president has announced. Junxure provides CRM solutions for financial advisors.
February 25, 2014
The vice president of online accounting systems developer Intacct has been included on the CRN 2014 Channel Chiefs list and has been named as one of this year's 50 Most Influential.
February 25, 2014
Quick ways to boost your marketing efforts even during the chaos of busy season
February 22, 2014
Accountants, especially during busy season, have significant demands on their time, so it's critical to understand how to balance a desire to develop deeper client relationships and work-related time constraints.
February 21, 2014
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
February 19, 2014
Accountants are finding numerous hidden benefits by offering package pricing for their cloud accounting services. Here are a few ideas on how accountants are pricing and packaging cloud services.
February 19, 2014
The simple fact is this: disabled Americans represent a segment of the population with serious needs for tax and accounting services. Their needs are unique, and cannot be easily met with a cookie-cutter approach to these services. But for the firms that understand the value of a strong niche market, there is an opportunity for…
February 18, 2014
The most notable thought leaders in the accounting profession have gathered in Tampa, Florida, this week at this year’s CPA Practice Advisor Thought Leader Symposium. The annual event brings these professionals together with the leading technology developers serving practicing public accountants to discuss the evolution of technology, practice methods and firm management.
February 18, 2014
There is no question that the most profitable firms (defined as high per partner income) in our profession have figured out that leverage and a well managed pyramid is one of the key ingredients.
February 18, 2014
Thomson Reuters has released the latest Checkpoint Learning CPE courses for Apple iPads. With the entire learning experience available on the iPad, from course browsing and purchasing, to course completion and submission, accounting and tax professionals can train while traveling, waiting in line, or whenever they have time and internet connectivity.
February 18, 2014
Anchin, Block & Anchin LLP has been named the U.S. Overall Accountancy Firm of the Year for the second year in a row in the annual International Hedge Fund Awards announced last week. Winners were selected by Acquisition International Magazine. Their circulation of 53,000 includes individual and institutional investors as well as managers and other…