Firm Management

Featured Articles

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April 1, 2014 

NASBA Releases Stats on 2013 CPA Exam Results

The National Association of State Boards of Accountancy (NASBA) has released the 2013 Uniform CPA Examination School Performance Book. The publication serves as a companion to NASBA’s Candidate Performance Book and features comprehensive statistical data from all (4) testing windows of the 2013 Uniform CPA Examination.

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April 1, 2014 

An Accountant’s Checklist for Client Meetings

Building relationships with your accounting clients requires trust, rapport and an atmosphere for open dialogue. Many accounting firms use a checklist to prepare for client meetings and to facilitate information exchange. Here are some questions that many accountants who are clients of Sageworks have found helpful when interacting with their business clients.

Mary Ellen Biery

 How Does Your Firm Handle Inept Clients?

March 31, 2014 

How Does Your Firm Handle Inept Clients?

After working with clients for (mumble) decades, I still don’t know how to resolve this. Unless you think your clients would be receptive to sitting through a course (live or webinar) on “How to be a Tax Client”?

Eva Rosenberg

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March 25, 2014 

L.A. Accounting Firm Helps Indian Film Fest

As a part of it's annual charitable giving campaign, an L.A.-area accounting firm is helping fund an annual film festival that helps bridge the gap between the two largest entertainment capitals in the world: Hollywood and Bollywood.

 Accounting Firm Celebrates 40th Anniversary

March 23, 2014 

Accounting Firm Celebrates 40th Anniversary

The accounting profession has seen revolutionary change since 1974. Yet, even as the professionals at WithumSmith+Brown, PC (WS+B), Certified Public Accountants and Consultants, are knee-deep in 1120s and 1040s for this year's tax season, they will carve out a little time to help celebrate the firm’s 40th anniversary on March 21.

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March 18, 2014 

E-book Helps Firms Improve Marketing & Customer Service

Is the marketing produced by your accounting firm truly so useful that people would pay for it if you asked them to do so? That’s the success standard outlined in the new e-book, Youtility for Accountants, co-authored by Darren Root, CPA and Jay Baer, and published by Portfolio/Penguin.