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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September 27, 2012 

A Journey from Chaos to Harmony

Great PracticesRichard Buller CPA Services, LLC Resilience and a stick-to-it attitude allow one firm to rise above the chaos to achieve streamlined, melodic success Richard Buller, CPA and owner of Richard Buller CPA Services, LLC, referred to the early years of firm ownership as “the crazy days.” After purchasing a firm in 2007, Buller had...…

Kristy Short, Ed.D.

 When is Practice Management Software Right for Your Firm?

September 26, 2012 

When is Practice Management Software Right for Your Firm?

Firms are spending extra time reviewing current solutions to current problems in the hope of finding some respite during these times. Problems like rising costs, loss of clients, low efficiencies, ineffective information tracking and even poor management need attention in difficult economic times.

Mike Giardina