Running a Firm (789)

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Sleeter Has Left Sleeter Group

Doug Sleeter, The Sleeter GroupSleeter Group founder Doug Sleeter has left the company he founded. He is scheduled to be the keynote speaker at the conference formerly known as SleeterCon in November, which has been renamed Accountex USA (www.AccountexUSA.com.) 

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How to Grow Your Firm by 450 Percent

When I founded Kruze Consulting in 2012, I was a one-woman shop. My focus was to deliver premium startup accounting services as efficiently as possible. In November of 2014, I had 30 clients. As of October 2015, I grew the client base to more than 165—an increase of 450 percent.

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Accountants Must Lead Businesses to Success

Accountants inhabit a unique position in the business world. They see data from a multitude of clients and can spy trends before others do. In Silicon Valley, I've heard numerous stories where an accountant saw busineses struggling to get funded and recommended that other clients tighten the belt as well. Those that controlled or reduced spend survived. Business clients that ignored the advice didn't.

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TaxAct Opens Resource Center

TaxAct has launched TaxAct BizAdvance, which features online tools and information for starting, growing and managing a business. BizAdvance provides information via articles that are offered by partner companies that address the small business market and links to those companies—Biz2Credit, BluePay, MyCorporation and Webiquity.

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Maximizing the Potential of Busy Season

Busy Season brings with it tremendous opportunities to generate improvements for your firm, your clients, staff and associates. It is called Busy Season for good reason: the issue is, are you busy with the right things both strategically and procedurally? Here are suggestions on some areas of strategic focus that will yield improvements that all will welcome:

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XCM Names Chief Marketing Officer

Sue Nolan, XCM SolutionsXCM Solutions, which makes online workflow management software, has hired Sue Nolan as chief marketing officer, a new position for the Quincy, Mass.-based company. Nolan's career included eight years with CCH where she was VP of cross market solutions from March 2009 through May 2013.

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Mackintosh Joins Trintech


Teresa Mackintosh, TrintechTeresa Mackintosh, who had an almost 20-year career in the tax and accounting software business, has become CEO of Trintech. Based in the Dallas/Fort Worth, Texas, area, Trintech markets cloud-based applications that manage the record-to-report process.

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COO Named for SiempreTax+

Laura Contreras Rowe, SiempreTax+Liberty Tax has named Laura Contreras Rowe as COO of its SiempreTax+ business, which is designed to provide tax preparation and other services to the Hispanic market. While Liberty, which operates a franchised store chain for tax preparation, announced her hiring in the last week, Contreras Rowe has been on the job since August.

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Top 10 Radical CPA Predictions for 2016

As we delve deeper into 2016, I thought I'd share my radical predictions. Here goes:

10) Cloud Technology is going to get more advanced. There will be more players in the space as I have already seen some of their heads pop up. New business owners and next generation customers will continue to embrace and expect it.

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Disruption, Outcome Leaders: Thoughts for 2016

We're only 19 days into the new year and already my clients (accounting firms) have provided the following insights for me. 1. Being a 'thought leader' isn't a term that brings clients the results they need in their practices. Being an 'outcome leader' does.

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