Firm Management
Latest News
Zone & Co Launches ZoneBilling AI Assistant
IRS Extends Tax Deadlines Until May For Helene Victims
Avantax Acquires SEP Financial Services
Sovos Launches Indirect Tax Suite for SAP, Enhances Clean Core Readiness
Worker Shortages May Be Permanent
The lack of workers presents a problem to more than just employers. It has impacted many across the country.
Build It or Buy It? The Future of Technology in Accounting
If you’re currently considering the build versus buy question, this white paper will help you think through the decision with a look at the collaboration needs of accounting firms and factors to consider.
Mazars Acquires Boston-based Samet & Company PC
The acquisition provides Mazars a great opportunity to expand further in the Boston market.
How Businesses Can Prepare for Layoffs, Furloughs or RIFs
If the need to reduce staff reaches your workplace, there are a number of issues that you must carefully evaluate before taking action.
The Technology Lab Podcast – Creating a Backup Strategy – Dec. 2022
Brian Tankersley, CPA, CITP, CGMA and technologist Randy Johnston discuss specific steps small and mid-sized professional firms can take to develop a solid data backup strategy.
KPMG Sells Its Spark Business to Accounting Fintech Decimal
The acquisition broadens Decimal’s suite of services and solutions. It also expands the company’s small-business footprint while adding key talent to the growing Decimal team.
Creating an Effective Client Intake Process
Despite its importance, few firms put much energy into optimizing their client intake process. They identify their ideal clients, spend time packaging and
Disaster Recovery Plan to Back Up Data
A disaster could devastate your firm at any time. You need a data backup and recovery plan to ensure that you don’t lose critical client data.