July 31, 2017
Creating and maintaining consistent cash flow in a law firm is an ongoing effort, from initial client engagement to following up with past-due accounts. Determining the ‘why’ when your clients don’t pay on time can reveal where and how you need to ...
June 15, 2017
Most accountants didn’t go to school for sales, marketing or business development, yet these non-technical, soft skills have become an essential part of the professional’s role, especially for those who are on the partner track.
May 23, 2017
The guide helps CPAs provide a new assurance service to examine and report on a client’s description of its cybersecurity risk management program. The resulting report will help clients demonstrate to stakeholders, customers, vendors and others that ...
April 18, 2017
Did you know that 93% of small businesses value accountants as their source of business advice? But as technology forges a new path for businesses and entrepreneurs, accounting professionals are looking to switch up their services and tap into a new ...
January 10, 2017
The acquisition strengthens the market leadership position of Ryan’s Commercial Property Tax practice in Oklahoma and adds a team of seasoned property tax professionals to the largest property tax group in North America. The acquisition also adds a ...
December 13, 2016
Too many firms are stuck in the paper age; continuing to do things the way they always have. Beyond the aversion to change is the deep-rooted belief that if they don’t send out a tangible stack of paper, the client will question the value they ...
October 20, 2016
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 3, 2016
Within the accounting industry, clients have come to expect on-demand access to their financial documents, and an online portal environments, ensure these needs are met in a simple and secure format. The benefits of portal environments also extend to ...
September 15, 2016
As you prepare to meet with your clients this fall, take the time to consult with them regarding the ACA and how they can ensure compliance.
September 13, 2016
Sageworks is producing a new, six-part webinar series for accountants, “Taking Accounting Services to the Next Level.” The free series, which launches on Sept. 20, will train accountants on exactly how to transition from a compliance-focused firm to a ...
July 12, 2016
Staut comes to Boomer Consulting with more than 30 years of experience in the technology industry. With 17 years of experience in accounting technology, Staut has held many roles and advised firms of all sizes as an industry thought leader.
June 21, 2016
Inefficient information-sharing, poor document management and duplication of efforts are costing firms big bucks in terms of billable utilization, growth and client retention.