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…

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November 12, 2012 

National Debt Impacting Business Hiring Plans

The U.S. debt is weighing on business owners as they consider adding workers and making other investments, according to a new survey by Sageworks, a financial information company. In the survey, accounting and banking professionals were asked how the national debt affects businesses’ hiring and investment plans.

 CPA firms: A case for mandatory partner retirement

November 8, 2012 

CPA firms: A case for mandatory partner retirement

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.

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October 29, 2012 

Plan for Marketing Success

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.

Kristy Short, Ed.D.