Accounting June 28, 2025
Nominations Open for 2025 Innovation Awards
The Innovation Awards highlight technologies that are shaping the profession and small businesses through increased collaboration and productivity.
October 1, 2013
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...…
October 1, 2013
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.
September 30, 2013
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.
September 30, 2013
TaxWise and ATX Users Now Have Audit Assistance with Protection Plus Partnership
CCH Small Firm Services and Protection Plus today announced a new partnership that will offer Protection Plus audit assistance services available users of SFS tax software.
September 30, 2013
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.
September 30, 2013
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.
September 30, 2013
Mastering the Art of Technology
How a tech-savvy firm owner leverages his experience with advanced technologies to create a lucrative new service offering
September 30, 2013
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…
September 30, 2013
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.
September 27, 2013
Profitable and Painless Payroll
From the Oct. 2013 issue. When Mauro Adornetto decided to focus more on providing payroll services to business clients, he didn’t just dabble with it: He jumped in with both feet. With an already successful full service tax, accounting and consulting firm in Mount Kisco, New York (www.adornettoaccounting.com), he started his payroll business eight years...…
September 27, 2013
Information Technology Alliance Announces New Board of Directors
The Information Technology Alliance announced Board Chair Kevin Cumley, President at Forepoint, Inc., and Vice-Chair Annette Balgord, Principal, Affinity NFP has joined its Board of Directors as Board Chair and Vice-Chair, respectively.
September 26, 2013
Secure Communications Provider Ziptr to Cease Operations on September 27th
Secure communications provider Ziptr, who we covered in our April 2013 review of Client Portal Products, has notified customers that they will cease operations at noon on Friday, September 27th. Founder and CEO Firdaus Bhathena sent a message earlier this week to users, which included the following message: