Firm Management January 29, 2026
By adopting automation that aligns infrastructure performance with business needs in real-time, firms can finally break free from the legacy cost-growth cycle.
January 29, 2026
January 28, 2026
February 25, 2020
Professionals on the Move is a roundup of recent promotions and hires.
February 25, 2020
Last month, more than one hundred financial professionals gathered at the AICPA’s Personal Financial Planning (PFP) Summit to hear thought-provoking perspectives on practice management via in-depth presentations delivered by profession leaders.
February 25, 2020
The combination brings together two technology leaders with a shared goal to help solve the personal finance problems that consumers face today, regardless of their financial situation -- managing debt, maximizing savings, access to better credit ...
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February 24, 2020
Natural disasters and cybersecurity concerns have pushed most firms to develop a disaster response plan in the event of a catastrophic office or systems loss, but few have considered the potential impact of a massive influenza (flu) outbreak, such as ...
February 24, 2020
The startup accelerator, begun in 2017, is designed to promote innovation in the accounting profession and give the Association and CPA.com more visibility into disruptive trends from emerging technologies.
February 24, 2020
When where you work is actively working against you, it takes time out of your day and increases your frustration and anxiety. As such, it’s important to play an active role in creating a space that helps rather than hurts you.
February 23, 2020
The Joint Chiefs of Global Tax Enforcement (J5) was formed in 2018 after a call to arms from the OECD Taskforce on Tax Crime and has been working together to gather information, share intelligence and conduct coordinated operations, making significant ...
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February 19, 2020
Zoho CRM www.zoho.com From the 2020 reviews of CRM systems for accounting firms. Zoho CRM is a solid online CRM application well designed for businesses of all kinds, including accounting firms, although it is better suited for businesses that sell products. Zoho CRM offers four plan levels, with a basic plan available at no cost....…
February 19, 2020
The members of the Accounting Thought Leader Symposium have elected David Cieslak, CPA.CITP, CGMA, GSEC, accounting technologist and chief cloud officer and executive vice president with RKL eSolutions, into CPA Practice Advisor’s Accounting Hall of Fame. The announcement was made during a presentation at the 2020 meeting of the Thought Leader Symposium, an accounting think tank...…
February 18, 2020
We live in an era of convenience, and that goes for meetings as well as everything else. There’s simply no excuse to insist that everyone gather in person for a meeting, nor is there reason to be frustrated with the chaos of a conference call when too many people are on the line, like the...…
February 17, 2020
We are in the business of building relationships. No matter how advanced technology becomes, at the heart of the accounting profession, we are people of our people—our clients. That means face-to-face meetings with clients are still (and will likely always be) a mainstay component of a firm’s business model. And now well into busy season—the...…
February 17, 2020
We are in the business of building relationships. No matter how advanced technology becomes, at the heart of the accounting profession, we are people of our people—our clients. That means face-to-face meetings with clients are still ...