Firm Management
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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
How to Use Your Firm’s Financial Performance as a Selling Point
Looking at the net profit margins of financial statements from September 2012 to September 2013, accounting firms were the second most profitable industry in the Sageworks database.
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.
How to Proactively Manage Change in Your Accounting Firm
From cloud computing and mobile to the next generation of leader/employee, change is all around us. How firms manage this change is a major determinant of future success.
CCH Asks User Conference Attendees… “Have You Hit the Wall Yet?”
Instead of a form, app or website, the conference organizers created a way for accounting firms to answer a different question each day of the event, with attendees sticking decals to a large wall. On day one, the question was, "What group of staff are you looking to expand within your firm?"
Brief User Authentication Issue Affects Some Virtual Office CS Users
A server authentication issue was the cause of a few headaches last Friday, as some users of Thomson Reuters' Virtual Office CS and SaaS for CS Professional Suite had difficulty logging into their cloud-based accounting solutions.
Capturing Clients on LinkedIn? Yes…You…Can!
From the Nov. 2013 issue. The ongoing confusion within the profession about how social media effectively supports marketing and sales efforts is valid. While there is ample high-level educational content on the topic of social media, there are few strategies that are proven and tested. And even for those programs that do exist, it’s likely […]
Kim Hogan Joins Intuit Accountant & Advisor Program
Accounting marketing expert Kim Hogan has joined the Intuit Accountant and Advisor Group, effective immediately. She joins Ray Barlow and David Bergstein, CPA.CITP, who Intuit announced joined the team earlier this month.
CCH Announces New Features, Dashboard and Mobile Tools for CCH Axcess
At its annual Connections user conference, CCH, a Wolters Kluwer business, made several new announcements, including a new Client Dashboard for CCH Axcess, new mobile features, and the renaming of their mobile apps to reflect the CCH Axcess brand.