Firm Management

Featured Articles

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April 22, 2021 

Are You the Right Tax Professional for That New Client?

At the end of the day, building relationships with our clients and helping them succeed is our goal. These are just a few of the ways we like to ensure each client that comes to us is the right fit for their needs and ours.

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April 21, 2021 

3 Workflows that Every Accounting Practice Should Know

Every business owner knows that workflows are your company’s map to efficient teamwork and consistently quality results. For this reason, it’s worth your time and energy to make sure you’re getting your workflow right. Ideally, you want an efficient process where all business information can flow smoothly between your team members. Besides that, you’ll want...…

Shahram Zarshenas

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April 13, 2021 

What To Do Next? Too Many Options

Have you ever been to the grocery store already stressed, just looking for a simple jar of pasta sauce – only to find an isle filled with more options and choices, then you are prepared to face nor think about? We all have felt overwhelmed by the ...

Garrett Wagner

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April 9, 2021 

5 Tips to Optimize Firm Workflow

Now is a great time for your firm to take stock of what currently works in your firm, and what could use a little updating. Spending some time implementing a practice management strategy now can increase both efficiency and profits later.

Mary Girsch-Bock

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April 8, 2021 

Paying People Properly

The failure to correctly pay employees as required by the Fair Labor Standards Act (FLSA), as well as similar state wage and hour laws, causes the most frequently filed style of lawsuits by employees against their employers.

Richard D. Alaniz, JD

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April 6, 2021 

What Is Your Long-Term Remote Work Strategy?

We see signs of people returning to the office. You may connect via video conference with a client, peer or solution provider and see their office space behind them rather than a home office. Maybe you’re back in the office yourself. It’s not exactly a “return to normal” but a gradual shift into the new...…

Jim Boomer

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April 5, 2021 

How Covid Changed the Accounting Profession for Good

As we reach the one year anniversary of stay-at-home mandates across the nation, it’s important to reflect on how COVID-19 has changed the accounting and tax industry as we knew it. For the past year, many of us have been waiting to return to “normal,” ..

Tom Hood

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April 2, 2021 

Diversity, Equity, and Inclusion for the Modern Firm

The benefits of a diverse and inclusive workplace are numerous. Young people want to work for companies with strong values that reflect a DEI-focused approach to hiring and culture. Diverse workforces are also statistically proven to generate more ...

Amy Vetter

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March 31, 2021 

The Workplace of the Future

The last year has come with unprecedented challenges but also brought great opportunities for innovation and growth. For small to mid-sized accounting firms, the workplace of the future will continue to evolve and look different than the past.

Tom Barry