Firm Management April 6, 2026
MYCPE ONE Launches Build-Operate-Transfer Model to Help Accounting Firms Own Their Offshore Operations
A custom-branded workspace is developed to mirror the firm's domestic environment.
July 13, 2011
Don’t miss this Online Exclusive content from CPA Practice Advisor
Why Firms Must Advance Women By Monika P. Miles, CPA, ASWA National President The next generation of top accounting professionals will bear little resemblance to the male-dominated leadership ranks currently occupying corner offices, according to the recently released 2011 Accounting MOVE Project Executive Report (“2011 Executive Report”), which is available at www.ASWA.org. Since over half...…
July 13, 2011
The 7-Step Technology Audit
As technology is increasingly woven into the fabric of business management and operations, it becomes more necessary to evaluate technology utilization and prepare for management an assessment of the threats and opportunities available. In the area of threats, there is the risk involved in an inadequate backup and document archiving system. Weak policies regarding employee...…
July 13, 2011
How to Supersize a Happy Meal Firm Bio
How do you make a silk purse out of a sow’s ear? Said another way, how can you transform the tried-and-true firm bio into something more than a ho-hum template piece of writing that resonates with clients and prospects? ** MarketingWorks: an Online Exclusive column ** A Little Back Story Recently, I was asked to...…
July 13, 2011
Why Firms Must Advance Women
The next generation of top accounting professionals will bear little resemblance to the male-dominated leadership ranks currently occupying corner offices, according to the recently released 2011 Accounting MOVE Project Executive Report (“2011 Executive Report”). Since over half of today’s accounting grads are women, public accounting firms must rapidly realign professional development programs to reflect the...…
June 24, 2011
Cornering the Market on Premium Outsourced Accounting Services
From Finding Their Legs to Finding a Distinct Niche Jennifer Katrulya, CPA, and owner of BMRG admits that there was a harsh learning curve to get her firm where it is today. And where is that exactly? The bright lights of Supa-Successville! Katrulya, like many firm owners, did her time in the world of public…
June 24, 2011
How Value Pricing Built a Practice & Saved a Father-Son Relationship
Sometimes, things need mixing up. Chris Farmand, who grew up in a Florida family centered around the accounting practice led by his father and two uncles, was destined for a career in accounting. His parents knew it, the rest of his family knew it, and his teachers knew it. But even though he’d been in...…
June 24, 2011
Tax Document Automation Tools Come of Age
This is our first annual review of tax document automation tools. While we have presented feature articles on this topic in the past, this category is rapidly maturing to include some common feature sets. Internal estimates from vendors based on data provided to CPA Practice Advisor suggest that around 1% of all individual income...…
June 24, 2011
The Right Tool for the Right Job
One of the things that is hard to get across in tough times is that a well-timed investment in the right tool for a tough job makes all the difference between struggling and thriving. During the summers in college, I always had jobs that involved getting very dirty using my hands and tools to get...…
June 14, 2011
What Happens in Vegas… Helps Professional Accountants and Their Clients
Annual AICPA convention draws professionals for topical education Nearly 1,000 CPAs from across the country have gathered at the Aria Casino and Convention Center in Las Vegas for the American Institute of Public Accountants’ annual Practitioners Symposium and Tech+ Conference. The main keynote speaker for the Monday opening session of the conference was inspirational speaker...…
June 6, 2011
Productivity-Boosting Mobile Technologies Shine at Innovation Awards
CPA Practice Advisor Presents 8th Annual Awards in Los Angeles LOS ANGELES – June 6, 2011 – Accountants, tax professionals and their clients are increasingly turning to the cloud and SaaS-based technologies, and this year’s Tax & Accounting Technology Innovation Awards highlighted many new workflow tools, programs and devices that aid in professional and business...…
June 6, 2011
6 Steps to Developing an Effective Client Portal Strategy
I think it’s fair to say that just about every accounting and tax practice in the country has given consideration to deploying a client portal in recent years. In fact, current estimates are that the number of firms that have a client portal in place is somewhere in the range of 20% to 40%.
June 6, 2011
Helping Clients Succeed: A SaaSy Approach
Imagine an accounting practice where you rarely met your clients, didn’t market to the local business community or belong to chambers of commerce … and don’t even have a sign on the office. You worked pretty much when you wanted to and tried to focus on anything but tax returns. This is probably nearly impossible...…