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Mobility: Defining your Firm’s Needs

Mobility is used in different ways that truly reflect the differences in the type of services we provide, the way we manage our firms, and how we interpret the security of data.

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How to Build a Loyalty Program

They say airlines are just loyalty programs with a flying problem, and that if investors were to buy an airplane, they’d throw out all that stuff and just keep the juicy loyalty rewards program information. To me, it feels like a lot of times, if you sign up for some program, it just means you’ll be emailed with “offers” more often. Nice if you want the offers, but couldn’t there be more?

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What Ferrari Could Teach You About Client Services

Many might think there’s not much an exotic car company can teach accounting professionals about client services — that’s where you’d be wrong. For those who are not well acquainted with the Ferrari brand, allow me to give you…

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Increase Firm Value with Advisory Services

Webster defines “Pro” (Professional) as “relating to a job that requires special education, training or skill.” Developing your practice as a ProAdvisor means always putting the “Pro” ahead of the “Advisor” on behalf of your clients.

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Business Intelligence for Client & Firm Growth

Did you know that accountants are in a prime position to provide “business intelligence” to their clients? Your gut reaction may be: “Isn’t that an IT thing?” Ten years ago, the answer may be have been, yes. Today, however…


 
 
 

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Technology

Industry Interview: John Higgins

Posted  November 14, 2016  by  John Higgins

Michael Giardina, CEO of OfficeTools, discusses the importance of education and leveraging technology with John Higgins, CPA, CITP, CPA Crossings.

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Marketing

The Advent of Your Marketing Campaign

Posted  April 1, 2015  by  Justin Rasmussen

When you think of the definition of a marketing campaign, your brain may experience a flash flood of images of Super Bowl commercials, big brands with A-list stars, Mad Men, multi-media blitzes, and big, big budgets. And you’re not wrong. A marketing campaign can be all those things, but, quite simply, at the very heart of it all, a marketing campaign begins with an idea.

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Technology

Transform Your Tax Firm With Technology

Posted  March 26, 2015  by  Chris Davis

I met David a few years ago at a tax conference. David had recently purchased a modest firm with roughly 350 tax and payroll clients from his part-time employer, who was retiring.

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Technology

Scrape to Accelerate

Posted  March 25, 2015  by  Joe Woodard

Whether it’s on-line accounting or simply implementing newer firm applications, getting better software and remaining relevant is paramount for forward thinking firms.

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Practice Management

Automating Tax Office Management

Posted  March 25, 2015  by  Mike Giardina

Today, more than ever, many firms are trying to find a differentiator, an edge, a unique brand that elevates them over their competition. A new set of automated processes can be just the thing to set a firm apart, since simply offering tax return processing doesn’t present firms as being unique.

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Technology

Surfing the Wave of Change

Posted  March 25, 2015  by  Donny Shimamoto

Now imagine that the wave is powered by all the changes in regulation, technology, the business environment, and the economy. How are you changing your firm to stay ahead of this wave of change?

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Practice Management

Mobility: Defining your Firm’s Needs

Posted  May 20, 2014  by  Mike Giardina

Mobility is used in different ways that truly reflect the differences in the type of services we provide, the way we manage our firms, and how we interpret the security of data.

Full Story »

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Practice Management

New Trends in Continuing Professional Education

Posted  May 1, 2014  by  Scott Zarret

As a community of lifelong learners, we will benefit greatly from the current shift to online education, an innovation that saves students and presenters time and money. It is so innovative that the most respected universities in the world…

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Marketing

Solving the People Problem

Posted  April 30, 2014  by  Damien Greathead

The number one asset of an accounting firm is human capital. Your success depends on your ability to attract good people, motivate and retain them. The competition for talent will intensify in the coming years, so make sure your people are your top priority. Here, I will outline some tips for being strategic about your More Info »

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Marketing

How to Build a Loyalty Program

Posted  April 29, 2014  by  Chris Brogan

They say airlines are just loyalty programs with a flying problem, and that if investors were to buy an airplane, they’d throw out all that stuff and just keep the juicy loyalty rewards program information. To me, it feels like a lot of times, if you sign up for some program, it just means you’ll be emailed with “offers” more often. Nice if you want the offers, but couldn’t there be more?

Full Story »