Technology
BMRG Advisory Program Adds Palo Alto Software as a Partner
BMRG Advisory Program has announced that Palo Alto Software, Inc. is now a Premier Sponsor. BMRG provides collaborative educational and advisory services for CPA/accounting firms, technology companies and other small and mid-sized businesses. Palo Alto Software provides cloud-based tools that help small businesses plan and track their financial metrics. LivePlan, the company’s flagship product, helps […]
How Accountants and Tax Pros Can Manage Business Risk
Summer may seem like a time where accountants can take a breath. They’re just past the April tax rush and still a ways ahead of end-of-year planning. But that timing makes August and September the optimum time to work on managing your practice – an essential part of which is managing business risk.
Executive Level Marketing Sessions to be Added to the Winning-is-Everything Conference
The Advisory Board has announced a partnership with the Association for Accounting Marketing to bring Executive Level Marketing content to the Winning-is-Everything Conference in 2014.
More Small Business Owners Achieving Work-Life Balance
Small business owners are worried about healthcare, retirement and general finances, but it seems they are achieving an increased work-life balance, according to a recent survey by online marketing company Yodle.
CCH Releases New Financial Reporting Brief App
The new CCH Financial Reporting Brief app for Apple and Android devices delivers trustworthy and timely news updates covering accounting, audit, regulatory and government action developments.
Mastering the Art of Technology
How a tech-savvy firm owner leverages his experience with advanced technologies to create a lucrative new service offering
Looking and Feeling Great! The Five Key Components of Your Firm’s Brand Image
Recently I had a fellow CPA visit our firm in Bloomington, Indiana. We spent a few hours talking about processes, growth, the importance of websites, and staffing…all good stuff. Before he left our visitor told me, “Your office has a really comfortable feeling to it, when I walked in it just felt right.” He also mentioned that the signage outside our office was consistent with the brand inside the office and our landscaping was well-maintained.
Improving Business with a Virtual Office
When Bryce Forney, CPA realized he was duplicating many tasks and wasting countless hours simply checking email, he knew it was time for a change. He transitioned his email from Outlook to Gmail and began looking for other ways to eliminate waste and redundancy in his practice.