Firm Management

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 The Rise of Practice Management

November 7, 2013 

The Rise of Practice Management

If there were ever a Hall of Fame for accounting software executives, I would not be inducted. That honor will be reserved for guys like Scott Cook of Intuit, Clyde Drake, Rene LaCerte and executives of a dozen other software companies.

Dave McClure

 How One Accounting Firm Successfully Raised Its Pricing

November 7, 2013 

How One Accounting Firm Successfully Raised Its Pricing

But it’s hard enough for some accountants dealing with difficult clients, ever-changing regulations and staffing challenges to handle their current workload without adding services. You already feel undervalued, so doing more sounds like the last thing on your mind.

 CPA Launches TaxWorkFlow Practice Management System

November 5, 2013 

CPA Launches TaxWorkFlow Practice Management System

TaxWorkFlow, LLC announced today that it has released the beta version of TaxWorkFlow, proprietary practice management software designed to simplify the tax preparation process while ensuring optimal organization of client data, efficient internal and external communication, and successful tax return completion.

 A Path to Better Billing

October 30, 2013 

A Path to Better Billing

Clients value your services, not your invoice. But effective billing is critical for the cash needed to pay yourself and everyone else. So if you're like me with my newspapers, you want your firm’s billing to be accurate and disciplined, yet easy and efficient.