Sales and Marketing

Zoho has released upgrades to its Web and mobile Zoho CRM product which include BCC Dropbox, an automatic BCC feature, and integration of MailMagnet, an email filtering function for mobile devices.

CollegeFrog’s National Meet the Firms Week, Deloitte’s exclusive arrangement with The WSJ and more…

The American Institute of CPAs’ Private Companies Practice Section released the results of its 2012 PCPS Succession Survey not long ago, and it provides us with data from nearly 1,000 firms across the U.S. on how they are dealing (or not) with succession.

Sage North America is looking to enhance its channel partner program by adding a product and company scoring initiative as well as a dedicated market development fund to help fuel partner marketing initiatives.

I recently had the interesting task of facilitating a group discussion on the topic of mentoring programs among representatives of CPA firms throughout the U.S. The participants were members of the Human Resources Practice Group of BKR International, an association that has more than 150 independent accounting and business advisory firms worldwide.

A new study has examined how buyers and clients go about selecting a professional services firm, including accounting and financial services firms.

In our last issue, we explored why it's better for accounting firms not to go online at all than to do it without a serious commitment; discussed how they should integrate all of their efforts; and offered some tips on tweeting. in this follow-up, we'll look at blogging, and protecting your firm's reputation online.

New memberships, Decosimo Corporate Finance expands its sell-side advisory practice and more…

Rob Ganjon, the new CEO at iLumen, explains how business intelligence is the next natural step in accountants' evolution.

It doesn’t matter if you are an accountant, attorney, banker, entrepreneur or in which business, company, industry or profession you toil.