Firm Management

Featured Articles

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March 13, 2014 

Rising Above … By Moving Your Firm to the Cloud

Spending more time with clients reveals more service opportunities– leading your firm to higher growth. Yet you might spend more time than you’d like just managing your growing firm, trying to understand what’s really working and struggling to adapt as the business changes. Join me on one firm’s journey to address these challenges– and to…

Drew West

 The Key to Planning for Your Firm’s Success

March 13, 2014 

The Key to Planning for Your Firm’s Success

"The 7 Habits of Highly Effective People," by Stephen R. Covey, is a book that has had a profound impact on both my personal and professional life. Of the seven habits that Covey presents in the book, the second habit, “Begin with the end in mind,” is my favorite. This habit is directly connected to…

Darren Root, CPA, CITP, CGMA

 How To Produce Positive Change Through Appreciative Inquiry

March 10, 2014 

How To Produce Positive Change Through Appreciative Inquiry

Most firms are in the process of reflecting on their progress during this time of year. Often, that reflection leads to negative feelings of what did not happen, goals that were not met, numbers that were not obtained and people who left. A more effective process is one called Appreciative Inquiry.

Sandra Wiley

 Five Revenue-Boosting Tips for Accountants During Tax Season

March 7, 2014 

Five Revenue-Boosting Tips for Accountants During Tax Season

As an accountant, one might think managing a business and growing revenue would come naturally. But taking the time to focus on marketing, sales and business development objectives is one of the hardest aspects of building a company. That’s why we wanted to share some proven ideas to help save you time, money and grow…

James Walter

 Treadmill Desks and Wireless Headsets Can Make Workers Better

March 6, 2014 

Treadmill Desks and Wireless Headsets Can Make Workers Better

A recent study by the University of Minnesota found that walking while working might impove not only an employee's health, but also boost output. The study, conducted by Avner Ben-Ner, a professor of Work and Organizations at the Carlson School of Management, followed about 40 employees of a local financial services company who regularly used…

 Worker Confidence Drops in February

March 6, 2014 

Worker Confidence Drops in February

Optimism among American workers declined in the month of February, decreasing 2.7 points to 54.0, according to the most recent Randstad U.S. Employee Confidence Index.