April 9, 2015
Should a Partner Be Compensated for Bringing in a Merger?
This question applies only to line, client service partners, not to partners whose specific job it is to merge in firms.
April 9, 2015
Cloud-Based Portal System Offers Enhanced Data Security, Collaboration for Accounting Firms
A new cloud-based program is available to help accounting firms provide secure portals to clients, enabling access to business files and collaboration between firm and client, as well as custom forms creation and document sharing with clients and ...
April 6, 2015
Professionals on the Move – April 6, 2015
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
April 3, 2015
How Accounting Firms Can Break Up with Their Social Media Platform
If the appropriate goals for the network – traffic increases, lead generation, growth and reach, engagement, and sentiment – were set; yet, they are still coming up short, it might be time for the old heave-ho. But, before you do, answer these questions.
April 1, 2015
XCM Selects Accounting Tech Veteran Mike Sabbatis as COO
Workflow management technology provider XCM Solutions, LLC has selected Mike Sabbatis as the company’s Chief Operating Officer (COO). This company said in a statement that the appointment reflects its plans to expand its operations as it prepares to ...
March 30, 2015
Professionals on the Move – March 30, 2015
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
March 30, 2015
6 Ways to Find and Grow a Profitable Specialty Niche
Accounting clients are always looking for more from their experience. One way firms can create better experiences is through niche services. Some firms focus on a specific industry or narrowly-defined tax, assurance and advisory services. The success of a
March 30, 2015
10 Things Accountants Wish Their Clients Understood
Tax season can be a scary time for many taxpayers, but it's mostly because of a lack of knowledge. It's a fear of the unknown: Will they owe taxes, will the IRS come after their business, etc.
March 30, 2015
Accountants Tell Congress That Tax Reform Must Come Soon
The nation's largest society of professional accountants is telling Congress that tax reform isn't just something to think about, it's something needed soon.
March 27, 2015
How to Make 2015 the Best Tax Season Yet
Accountants and CPAs are in the middle of the industry’s hottest season, and staying above the stress in a time of relative chaos can be a challenge to say the least. Long hours, looming deadlines and mountains of data can drive people to the edge ...
March 24, 2015
10 Networking Tips for Accounting Firm Leaders
From regular meet-ups with colleagues to social media, executives of accounting firms have many avenues when it comes to connecting with others and enlarging their circles. Read on for 10 tips on how to get the most out of your networks.
March 20, 2015
Are Firms with a Vision More Successful than Firms Without One?
This is a very difficult question because the best firms often perform well in multiple areas, so it’s impossible to filter out the individual impact of disciplines such as visioning, marketing, developing staff, accountability and management and leadersh