Firm Management April 23, 2026
Canopy Notetaker automatically archives every client conversation into the correct client record alongside the full history of engagements, documents, communications, and tasks that define that relationship.
April 21, 2026
April 14, 2026
November 8, 2012
Almost every firm that I work with has a succession issue in the near term. Baby boomers are retiring at an accelerating rate and firms are coping (or not) with the transition issues surrounding those exits.
November 5, 2012
KPMG LLP has announced the formation of a business alliance with Workday aimed at helping clients streamline and strengthen their financial management and human capital management (HCM) processes and operational effectiveness.
November 2, 2012
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
October 29, 2012
I’ve spent the last 30 years running my accounting firm. During many of the early years, I worked as a technician, performing a lot of the day-to-day work myself. When I took over the position of Executive Editor for the CPA Practice Advisor and simultaneously launched the consulting arm of my firm, I knew I…
October 29, 2012
Marketing requires planning. The jump-in-head-first approach rarely works because it does not make room for thoughtful up-front preparation. A little concentrated focus and adequate planning of any marketing initiative will save you the frustration associated with a poor response rate.
October 29, 2012
Andrew Poulos has never had a regular office job... Fortunately, technology and the rest of the professional world caught up with his
October 26, 2012
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
October 23, 2012
CPA Practice Advisor Announces Winners of the 2012 “Most Powerful Women in Accounting” Awards.
October 19, 2012
The success of a marketing campaign depends largely on your firm’s makeup, goals, and demographics and cannot be reduced to one single initiative.
October 17, 2012
Tanner LLC Wins the Coveted Award for the Second Time
October 17, 2012
From Darren’s CPA Practice Advisor blog: My Perspective. Just this week, a new cloud-based IRS “research center” application was released to the tax and accounting profession—Beyond415 Guidance. The stand-alone app from New River Innovation offers practical and up-to-date guidance for resolving issues after tax filing. Product features include searchable guidance that covers individual, business, and...…
October 16, 2012
Commercial Logic recently released APS Advance Resource Planning, a staff scheduling module for its Advance Practice Management software.