Firm Management

Quick ways to boost your marketing efforts even during the chaos of busy season

Accountants, especially during busy season, have significant demands on their time, so it's critical to understand how to balance a desire to develop deeper client relationships and work-related time constraints.

A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.

Accountants are finding numerous hidden benefits by offering package pricing for their cloud accounting services. Here are a few ideas on how accountants are pricing and packaging cloud services.

The simple fact is this: disabled Americans represent a segment of the population with serious needs for tax and accounting services. Their needs are unique, and cannot be easily met with a cookie-cutter approach to these services. But for the firms that understand the value of a strong niche market, there is an opportunity for growth in serving the disabled.

The most notable thought leaders in the accounting profession have gathered in Tampa, Florida, this week at this year’s CPA Practice Advisor Thought Leader Symposium. The annual event brings these professionals together with the leading technology developers serving practicing public accountants to discuss the evolution of technology, practice methods and firm management.

There is no question that the most profitable firms (defined as high per partner income) in our profession have figured out that leverage and a well managed pyramid is one of the key ingredients.

Thomson Reuters has released the latest Checkpoint Learning CPE courses for Apple iPads. With the entire learning experience available on the iPad, from course browsing and purchasing, to course completion and submission, accounting and tax professionals can train while traveling, waiting in line, or whenever they have time and internet connectivity.