Firm Management

CPE  Webinar: 6 Technology Tips to Save Your Sanity This Busy Season

Automation November 17, 2026 

CPE Webinar: 6 Technology Tips to Save Your Sanity This Busy Season

Tax season demands that firms process higher return volumes while maintaining quality and managing resource constraints. This webinar examines six automation and workflow technologies that reduce manual processes, standardize operations, and increase capacity. Participants will learn how advanced data extraction, workpaper automation, verification tools, and client collaboration features integrate throughout the tax return preparation cycle…

 Accounting firms Metis Group and Prager & Fenton combine

January 30, 2013 

Accounting firms Metis Group and Prager & Fenton combine

Prager and Fenton LLP and Metis Group LLC, have combined their expertise to form Prager Metis International LLC. This combination, effective from January 1, joins two firms who found their deep-rooted practices to be philosophically and culturally similar.

crowdsourcing-525x3501_10843151

January 28, 2013 

Has Your Firm Accessed the Power of the Crowd

CPA firms across the country continue to look for innovative ways to market their services, people and organizations as a whole. And branding and design are often important components to successfully executing an effective marketing strategy.

Jim Boomer

bankstatement650pixlerwith1_10844563

January 28, 2013 

2013 Review of Client Write-Up Systems

Whatever you call internet-based programs (cloud, web-based, online systems), the technology is significantly changing many aspects of the modern practice and how firms offer services to clients. With tax prep, the changes are noticeable in the move to paperless engagements, online tax organizers, portals and tax research. Perhaps the next most noticeable change the technology...…

Isaac M. O'Bannon

 Working More, Less or Just Different?

January 28, 2013 

Working More, Less or Just Different?

It was Christmas Eve and all the meteorologists were talking about the impending blizzard. They were calling for 10 inches of snow starting early morning on the day after Christmas. I just so happened to have flight reservations at the same time the storm was forecasted to hit. Great.

Darren Root, CPA, CITP, CGMA