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.
July 7, 2016
WeiserMazars Acquires Risk Management Group
Risk Management Group's 11 employees will join WeiserMazars' Advisory and Consulting Practice, enhancing our existing team of professionals who provide internal audit services to the banking industry.
July 6, 2016
CEOs Say Next 3 Years Are More Critical than the Last 50
A stronger client focus was identified as the CEOs’ top strategic priority. Eighty-six percent are concerned about how to keep up with the differing wants and needs of millennials.
July 6, 2016
Financial Execs Struggle To Measure and Mitigate Risks
The survey also reveals that many organizations face a large challenge in moving toward a higher maturity of GRC activities – 43 percent of respondents say they are operating their compliance efforts at an ad hoc or fragmented/siloed level.
July 6, 2016
Xero Releases Content Pack for Microsoft Power BI
The Xero content pack will deliver Xero’s 700,000+ users access to analyze their own small business data, based on twenty-five pre-built tiles that surface insights so small businesses and their advisors can make smart, data-driven decisions in minutes.
July 6, 2016
IRS Warning: Tax Preparers Are New Target of Cyber Criminals, Tax ID Theft
Leaders from the Internal Revenue Service, state tax agencies and tax preparation community are warning tax preparers that they increasingly are targets of cybercriminals and should take appropriate steps to protect clients from data theft.
July 5, 2016
XCM Awarded for Productivity and Risk Mitigation for Accounting Firms
XCM Solutions, LLC has been named as the 2016 Productivity and Risk Mitigation Award Winners. The annual awards are chosen from the results of the 3rd Annual Accounting Firm Operation and Technology Survey measuring the company’s products that have ...
July 4, 2016
Blockchain Technology – What It Is, And How It Can Help Accountants
The real second shift in accounting technology will come by way of Blockchain and it is starting to take shape. Accountant’s role is starting to shift from bookkeeper to business consultant. People skills have become just as important as keeping the ...
June 29, 2016
Paperback Version Of “Next-Level Accountants” Now Available
The paperback version of Next-Level Accountants: Your guide to growing a firm of trusted advisors is now available. The book that brings together top accounting and valuation industry thought leaders to provide advice on how firms can add value to client engagements and grow their practices. Just in time for summer reading, the book is now...…
June 26, 2016
Avalara Adds Integration with Stripe Connect and Stripe Relay, Simplifies Mobile Sales Tax
In addition to Stripe Connect, which provides everything marketplaces and platforms need to get users paid, Avalara will also integrate with Stripe Relay, which enables customers to buy merchants’ products directly within other mobile apps.
June 24, 2016
Keys to Profitability That CPA Firms Overlook
Partner income percentage is impacted much more by staff-partner ratio than by innate profitability. Many partners have a rule of thumb that 33% is an acceptable partner income percentage, and that to be truly profitable, 40% or more should be the ...
June 24, 2016
Professionals on the Move – June 28, 2016
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
June 23, 2016
AICPA IMTA Section Honors Young CPA With Scholarship
Miller, 34, is an information assurance associate with Macpage LLC, which has offices in Maine and Massachusetts. She is a summa cum laude graduate of the University of Massachusetts-Lowell in Lowell, Mass., and was licensed as a CPA in the state of ...