March 13, 2015
Office Tools Pro (OTP) is not just a CRM system; it is also a practice management, workflow and client portal solution. The nature of the OTP offering makes it a real good fit for firms ranging from sole practitioners to 50 user sites. OTP offers a ...
March 13, 2015
Office 365 is a good fit for virtually any accounting or tax practice, regardless of size. Even if you already have a comprehensive practice management system, you will probably want to have this application in place. Most of our readers already ...
Technology March 13, 2015
Of all the assets your business owns, your brand is one of the most valuable and the most elusive. Without a strong brand identity, your firm is like a wallflower at the prom, sitting in the margins without a story or a voice to tell it.
March 13, 2015
iFirm is actually a cloud-based practice management system for small firms. So it goes well beyond the typical scope of CRM. iFirm is a project / engagement centric application that can be used to manage a client engagement from beginning to end. iFirm fi
March 13, 2015
Many consultants to the profession attend the annual Consumer Electronic Show (CES) to look for the latest gadget and gizmo for themselves and their clients. The 2015 version of the show did not have sufficient reporting on useful business tools for ...
March 10, 2015
Accounting firms EY, KPMG, Grant Thornton LLP , PwC named one of the 2015 “NAFE Top Companies for Executive Women” by the National Association for Female Executives (NAFE), which honors American corporations that id
March 6, 2015
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
March 5, 2015
The number of women in senior management roles in the United States has increased by just 1 percent during the past 10 years, according to new research from the Grant Thornton International Business Report (IBR), a survey of more than 5,400 business ...
March 5, 2015
Tenenz, Inc., which offers accounting firm websites, tax tools and forms, has made several enhancements to its Client Centric Communications. Subscribers can now set up recurring messages such as birthday or anniversary cards and tax reminders.
March 5, 2015
Business executives are taking a more tempered view when it comes to expectations for profit, revenue and expansion in the coming year, according to the first quarter AICPA Economic Outlook Survey, which polls chief executive officers, chief financial off
March 5, 2015
Plante Moran, one of the nation’s largest certified public accounting and business advisory firms, has been named to FORTUNE Magazine’s list of “100 Best Companies to Work For” for the 17th consecutive year.
March 4, 2015
Profitable, attractive firms under $2M, and especially those under $1M, sold in a market with many potential buyers, usually fetch 100 percent to 150 percent of fees. If this is the case, why do 90 percent of CPA firms value goodwill for ...