Practice Management

Ruben Cardona is one of the best accountants I know. One day Ruben came up with his A.U.D.I.T acronym for the five steps of the audit process.

The new authentication process that was installed after a big data breach still isn’t protecting taxpayer info.

The solution funnels data from other areas within the expense management software to create a spend dashboard.

Clients really want to do more business with you. Don’t make it difficult for them.

This perspective has been written for CEOs at CPA firms doing $50 million to $100 million in annual revenue with quality profits per partner who want to make their firms bigger, better, stronger and more profitable.

CliftonLarsonAllen collaborates with Wall Street Blockchain Alliance; Batts Morrison Wales & Lee opens Plano office; and more news from CPA offices across the country.

Blue & Co. hires four in three offices; RubinBrown adds five in three states; and other recent hires, promotions and personnel news from firms across the country.

The Top 100 Firm has added a managed IT service provider headquartered in Grandville, Mich.

The wrong partner dynamics can torpedo (or at least slow down) a deal.

How can marketing teams ensure their firms’ websites effectively generate leads and provide useful information for clients?