Firm Management July 10, 2026
Avoid Assumptions: Use Career Conversations to Guide Your Firm’s Succession Planning
A succession plan built on assumptions is likely to fall short of expectations when it matters most.
Firm Management July 10, 2026
A succession plan built on assumptions is likely to fall short of expectations when it matters most.
September 9, 2021
It’s said that digital transformation is a journey rather than a destination. But it’s not all a smooth, consistent ride, as the pandemic has proven. It was digital technology that was forced into rescue mode as it helped us adapt quickly to ...
September 8, 2021
With the Delta variant and the end of summer ensuring that we’re still a long way off from “back to normal,” whatever that even means at this point, most firms will be dealing with a hybrid work environment for at least the rest of the year.
September 8, 2021
With Zimit, Workday will provide organizations with a comprehensive quote-to-cash process automation offering for services industries, including communications, media, technology, and professional and business services.
September 7, 2021
Even before the pandemic some CPAs worked from home, running their own small firms providing services for local businesses and individuals. For CPAs who work for larger firms and were in an office setting daily, shifting to remote work was a new ...
September 7, 2021
Some form of a national, paid family and medical leave program is supported by a majority of U.S. workers. One of the findings supporting the proposed 2019 Family Act was that such a program “has the support of more than eight in ten voters across ...
September 3, 2021
CBIZ Accounting, Tax & Advisory Services, a subsidiary of CBIZ, has acquired the non-attest assets of Shea Labagh Dobberstein (“SLD”) of San Francisco, CA, effective September 1, 2021. Concurrent w
September 3, 2021
CBIZ Accounting, Tax & Advisory Services, a subsidiary of CBIZ, has acquired the non-attest assets of Shea Labagh Dobberstein (“SLD”) of San Francisco, CA, effective September 1, 2021.
September 1, 2021
Half-Retirement isn’t as simple as playing hooky from work. Your business will need to run on autopilot without you being around all the time. It’s a process to get from where your business is today to where it will be when you can Half-Retire, but it ...
September 1, 2021
The George Willie program provides a scholarship and internship to ten ethnic minority accounting students who intend to pursue a CPA. The AICPA provides a scholarship of up to $10,000 to each student to assist with their final academic year.
August 31, 2021
Turn this year into the year you can set your firm and clients up for further success by testing the waters on operational goals and new products, before diving in. Becoming fully virtual doesn’t need to be the end goal but taking steps to modernize ...
August 27, 2021
Accounting firms across the country are regularly evaluating new opportunities to launch additional services in their practice. Whether it is launching a traditional service like tax, audit or accounting services, or launching complementary services ...
August 24, 2021
According to a survey of more than 2,800 senior managers in the U.S., 71% of respondents said they will require their teams to be on-site full time once COVID-19-related restrictions completely lift. Far fewer will allow employees to follow a hybrid ...