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
March 13, 2015
Thought Leader Symposium: The Annual Event that Keeps on Going
Once a year, CPA Practice Advisor and a group of key software vendors in the accounting space serve as host to the profession's think tank, the Thought Leader Symposium (TLS). Approximately 30 participants from across the accounting profession gather ...
March 13, 2015
2015 Review of CRM Systems for Accounting Firms
The nature of a CRM system is to provide a central location to keep track of all communications activity with a customer, client or prospect, or anyone you do business with.
March 13, 2015
2015 Review of Zoho CRM
Zoho is a great solution for organizations that are serious about establishing a comprehensive process for tracking and managing all contact / client communications. The scope of features available with Zoho exceeds the needs of most organizations. Ideall
March 13, 2015
2015 Review of Results CRM
Results CRM can fit very well in virtually any small business or accounting practice. If your organization uses QuickBooks, the integration is very deep and can really enhance your ability to maintain a good grip on all of your client or customer activity
March 13, 2015
2015 Review of Office Tools Professional
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
2015 Review of Microsoft Outlook 365
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
Understanding Your Firm’s Brand
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
2015 Review of CCH iFirm – Small Firm Manager
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