Firm Management April 21, 2026
CBIZ Expands AI Partnership with Microsoft
CBIZ will leverage Microsoft Foundry to develop an agent-native operating platform, alongside Microsoft 365 Copilot and Microsoft Copilot Studio.
March 27, 2012
Four Key Trends in Document Management Solutions
The evolution of DMS over the past ten years has been slow but steady, which is just fine because it takes time for a firm to implement all of the extended functionality.
March 27, 2012
Is Knowledge Management on Your Radar?
The leadership of firms in our profession is aging and firms across the country are concerned about where the next wave of leaders will come from.
March 26, 2012
SWK Signs Letter of Intent to Acquire Hightower’s Assets
SWK Technologies, Inc., an IT consulting company, recently signed a letter of intent to acquire the assets of Chicago-based Sage business partner, Hightower, Inc., including its customers and intellectual property.
March 23, 2012
Professionals on the Move – March 23, 2012
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
March 22, 2012
2012 Review of Professional Tax Compliance Systems (Advanced Workflow)
The tax season may be over, but if you're considering changing programs, now's the time.
March 19, 2012
The Cat’s in the Cradle
If you were alive in the 70’s you undoubtedly know this song by Harry Chapin. It’s a wonderful song and one that I think about often.
March 16, 2012
Professionals on the Move – March 16, 2012
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
March 9, 2012
Professionals on the Move – March 9, 2012
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
March 7, 2012
A Look Inside the 2nd Annual Thought Leader Symposium
In mid-February, the second annual Thought Leader Symposium launched in Dallas at the Omni Mandalay with a focus on core issues affecting the profession. This group is comprised of seasoned professionals that live and breathe practice management, technology, and best practices everyday…so there’s definitely something to learn here.
March 3, 2012
Managing Partner 101 — Just What Exactly is the Job?
By Gary Adamson, CPA Most of us are thrust into the Managing Partner role in our firms with little or no training or coaching. Who teaches you to be an effective MP? How do you know if you’re performing well? Your partners won’t tell you. If you’re new to the job, do you just...…
March 2, 2012
Professionals on the Move – March 2, 2012
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
February 24, 2012
Professionals on the Move – February 24, 2012
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.