Firm Management

Featured Articles

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June 14, 2021 

Essential Steps to Transition into Advisory Services

Now is the perfect time to make those business transitions you’ve been putting off. Like your spring cleaning, it can feel like a daunting task to make significant changes to your business model. You could say “my clients wouldn’t like a transition” or...

Jim Buffington

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May 27, 2021 

What “Ghostbusters” Can Teach Us About Conversations

Being intentional is a key to many successful habits and here it plays a major role again. The first step is to make connecting with your peers is to make it a priority. Each day spend 15 minutes twice a day to call someone and have a conversation.

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May 21, 2021 

Diverse Faculty Attracts Diverse Students

The first Black CPA Ph.D.s and the professors who were mentored or inspired by them have played an important role in attracting generations of ambitious Black students to the profession.

Covid Taxes IRS

May 17, 2021 

A COVID Tax Season Post-Mortem for 2021

Running an accounting practice has always come with unique challenges, but the COVID-19 pandemic brought unprecedented challenges, as well as some less-obvious opportunities.

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April 23, 2021 

3 Reasons to Move Forward with Automated Payments Technology

There’s an old proverb that says, “The cobbler’s kids go barefoot.” Many CPA firms offer great financial management advice to clients, but are slow to act on process changes that can improve the firm’s bottom line. Manual billing and AR processes are recognized pain points for small and medium-size businesses, and accounting firms are no...…