Financial Reporting January 27, 2026
Billtrust Releases New Research Revealing ERP Systems Alone Can’t Meet Modern AR Demands
Finance teams now rely on an average of three ERP systems, yet only 23% say their ERPs can support all AR processes.
October 7, 2013
4 Tips to Improve Firm Workflow Processes
Process improvement has been a stated goal in most firms for some time now. Looking for ways to do more with less became even more important during the economic downturn. And the concepts of Lean Six Sigma that started in manufacturing are now making their way into professional services firms, including accounting.
October 7, 2013
Death By Toolbar
Sadly, most consumers have almost no idea where these changes came from, or how to get back to the search engines and toolbars they actually wanted.
October 2, 2013
Blog: Re-Visiting PC-Matic
A long time ago…at least in terms of the life of a blogger…I did a quick overview of the PC-Matic utilities for personal computers. I wasn’t overly harsh, nor overly kind, and did mention that that in my mind the best service they provided was their newsletter.
October 1, 2013
BMRG Advisory Program Adds Palo Alto Software as a Partner
BMRG Advisory Program has announced that Palo Alto Software, Inc. is now a Premier Sponsor. BMRG provides collaborative educational and advisory services for CPA/accounting firms, technology companies and other small and mid-sized businesses. Palo Alto Software provides cloud-based tools that help small businesses plan and track their financial metrics. LivePlan, the company’s flagship product, helps...…
October 1, 2013
How Accountants and Tax Pros Can Manage Business Risk
Summer may seem like a time where accountants can take a breath. They’re just past the April tax rush and still a ways ahead of end-of-year planning. But that timing makes August and September the optimum time to work on managing your practice – an essential part of which is managing business risk.
September 30, 2013
Executive Level Marketing Sessions to be Added to the Winning-is-Everything Conference
The Advisory Board has announced a partnership with the Association for Accounting Marketing to bring Executive Level Marketing content to the Winning-is-Everything Conference in 2014.
September 30, 2013
TaxWise and ATX Users Now Have Audit Assistance with Protection Plus Partnership
CCH Small Firm Services and Protection Plus today announced a new partnership that will offer Protection Plus audit assistance services available users of SFS tax software.
September 30, 2013
More Small Business Owners Achieving Work-Life Balance
Small business owners are worried about healthcare, retirement and general finances, but it seems they are achieving an increased work-life balance, according to a recent survey by online marketing company Yodle.
September 30, 2013
CCH Releases New Financial Reporting Brief App
The new CCH Financial Reporting Brief app for Apple and Android devices delivers trustworthy and timely news updates covering accounting, audit, regulatory and government action developments.
September 30, 2013
Mastering the Art of Technology
How a tech-savvy firm owner leverages his experience with advanced technologies to create a lucrative new service offering
September 30, 2013
Looking and Feeling Great! The Five Key Components of Your Firm’s Brand Image
Recently I had a fellow CPA visit our firm in Bloomington, Indiana. We spent a few hours talking about processes, growth, the importance of websites, and staffing…all good stuff. Before he left our visitor told me, “Your office has a really comfortable feeling to it, when I walked in it just felt right.” He also…
September 30, 2013
Improving Business with a Virtual Office
When Bryce Forney, CPA realized he was duplicating many tasks and wasting countless hours simply checking email, he knew it was time for a change. He transitioned his email from Outlook to Gmail and began looking for other ways to eliminate waste and redundancy in his practice.