Practice Management

The way we do business is shifting as a new generation of accounting professionals takes the reins in the workplace and prepares to serve a new generation of clients.

Dozens of the profession’s thought leaders met virtually as part of Avalara’s Accounting Meta Influencers sessions. They identified and discussed critical issues facing the profession.

Have you ever wondered how you can generate up to 45% net profit margins AND increase productivity 100% by making simple process improvements? No, it’s not some secret formula but a proven methodology that has worked for our presenter, and he ...

Every seasoned accountant has been there: feeling stretched too thin after an unforgiving busy season and eager to put it in the past.

Every business owner knows that workflows are your company’s map to efficient teamwork and consistently quality results. For this reason, it’s worth your time and energy to make sure you’re getting your workflow right. Ideally, you want an efficient process where all business information can flow smoothly between your team members. Besides that, you’ll want […]

Now is a great time for your firm to take stock of what currently works in your firm, and what could use a little updating. Spending some time implementing a practice management strategy now can increase both efficiency and profits later.

BQE, a cloud business management software platform, has received a significant growth investment from Serent Capital, a growth-focused private equity firm that invests in technology and tech-enabled software companies.

Canopy is also introducing a global inbox enabling accountants to view and manage all work emails in one place—from both clients and non-clients. In addition to this tool, Canopy will make it easy to create a task or contact directly from an email in ...

Social media doesn’t have to be scary. By mixing a potion of entertainment with education, you are providing valuable information in a way that makes people want to come back for more.

2016 Innovation Award Finalist -- Instantly see and set priorities for everyone with to-do lists. Easily prioritize and delegate tasks for anyone on your team. Effortlessly handoff work between staff, and quickly get new employees up to speed.

My earlier column on Microsoft strategies mentioned two other technology ecosystems to support our computing needs: Apple OS & iOS, and Linux & Android. While it is clear that the mainstream of the accounting profession in the U.S. market uses ...

If your firm is like most, you are constantly looking for ways to fuel growth. The fastest and easiest way to grow is by leveraging your existing client base. And to do so you need to make sure that your base is full of happy clients.

The first thing most people think about when getting through difficult times or attempting to increase the company’s profitability is “how can I sell more or gain new clients?” In a down market increasing revenue faster than costs can be a challenge ...

Practice Relief, from AccountantsWorld can be utilized as a stand-alone product, or used as part of the Power Practice suite of applications designed for accounting firms, which includes client bookkeeping, document management and document storage ...

Designed to be used with other Thomson Reuters products, Practice CS is an easily navigated, scalable product that can be customized to suit the needs of all firms. The product offers three deployment options; SaaS, Virtual Office CS, which combines ...

Empire Suite, from WSG Systems Corp. offers complete practice management functionality. Available in four versions, small users can start with the Basic version that offers Time and Expense entry and move forward to a more robust version that contains ...