Case studies

CPAs make a case (or four) for customer relationship management

And so firms of all sizes are engaging in some form of social media efforts, which can range anywhere from gaining basic knowledge of all the available tools and sites, to hiring specific personnel or even having everyone in the firm contribute to social media initiatives.

Offering payroll services to clients has long been seen as either a reluctant necessity or an essential service for CPA firms.

Mobile computing is no longer simply a novelty for the CPA community, as more accounting firms are recognizing its potÂential for improving business processes, as well as its use as a powerful marketing tool.

Business intelligence has emerged as a valuable and easy-to-use tool to improve efficiencies for accounting firms, as well as their clients.