Firm Management June 11, 2026
How a Small CPA Firm Cut Client Onboarding Time in Half and Built a More Scalable Advisory Practice
One of the most immediate benefits appeared during client onboarding.
October 24, 2016
Integrated Accounting Firm Technologies Lead to Client Satisfaction
What are the key components to client satisfaction? And what are the key attributes that clients look for when choosing an accounting firm? These are some of the key questions analyzed in the 2016 Wolters Kluwer Tax & Accounting survey and white ...
October 23, 2016
AuditFile Automates Wiley Advantage Audit Suite
As part of the agreement, the 2017 Wiley Advantage Audit series will only be available digitally and distributed solely through the AuditFile platform. Wiley Advantage Audit is an easy to use, risk-based audit planning aid and audit program series, ...
October 21, 2016
Is Your Technology Planning Process in Alignment?
The fact that technology is part of everything we do to run our firms and serve clients is why your Chief Information Officer (CIO) or technology leader should have a seat at the management table. To truly align the technology plan, the leader ...
October 21, 2016
Professionals on the Move – October 21, 2016
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
October 20, 2016
How Accounting Firms Benefit From Moving to Client Portals
As more people of all ages rely on mobile apps and devices to manage their daily tasks, online portals are becoming an effective method of sharing and exchanging files and information. They support two-way communications in a simple, secure format ...
October 20, 2016
Is the Cloud Still Hazy for Accounting Firms?
What works best in the cloud? Some would simply say everything. During August at multiple conferences I heard presenters make claims that if you weren’t completely in the cloud, you were “missing out” and “foolish”. While listening to the presenters ...
Technology October 20, 2016
Building Her Business Her Way… With Experience, Empathy and Understanding
Like many firm owners, Karla Dennis, EA and owner of Karla Dennis and Associates, Inc., started her career in corporate America. She was a tax supervisor overseeing a team of eight employees and clocking major hours. When she decided to start a family ...
October 19, 2016
How to Prepare Millennials for Leadership Positions
While all generations share some characteristics and goals, millennials self-report specific values, ambitions, experiences and motivators. If you want to develop your millennial staff into finance leaders — or even to recruit and retain the best and ...
October 18, 2016
Apps We Love: Retail
Who doesn't want to be better organized? With today's apps, there are lots of opportunities available to organize various aspects of your business and personal life. We asked members of the CPA Practice Advisor audience and family to share some of ...
October 13, 2016
Putting the Cloud at the Heart of Your Accounting Practice
The cloud’s popularity derives largely from two factors – the ability to “pay as you go” for software and infrastructure, and the ability to rapidly deploy and scale technology by leveraging vendor infrastructure. In so doing, firms are able to focus ...
October 13, 2016
Is Your Audit Practice Ready to be Uberized?
More than two decades ago, industry auditing staples such as GoSystem Audit, Fast-Governmental, and Accountant’s Trial Balance were quickly replaced by a new generation of more robust audit engagement binders including CaseWare and CCH Engagement ...
October 11, 2016
How to Keep Remote Employees Engaged
Small business owners reveal importance of employee engagement when accommodating a remote workforce, according to a quarterly survey by Vistage Worldwide.