Running a Firm (824)

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Eight Steps to Optimizing Support Staff ROI

staffCPA firm owners are well aware of their payroll costs and tend to be very cautious when it comes to investing in administrative personnel. Much like the accounting staff, members of the administrative group must provide value that will generate a solid return on their investment.

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CBM Elects Reilly Managing Partner

Peter Reilly, Councilor, Buchanan & MitchellCouncilor, Buchanan & Mitchell, a Bethesda, Md.-based accounting firm, has elected Peter Reilly, CPA, CVA, to the positions of president and managing partner. He succeeded S. Vincent Crescenzi, CPA, CVA, CFE, who had held the positions since 2000 and becomes chairman of the board. Reilly will lead the firm's operations, focusing on business development, process improvements, client satisfaction and employee development.

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Liberty Tax Parent Names CFO

Liberty TaxJTH Holding, the parent of Liberty Tax Service, has hired Kathleen E. Donovan, as CFO as of February 1. She replaces Mark F. Baumgartner who has moved to the role as CEO of JTH Financial. Donovan had been CFO of Catapult Learning since 2008. She was with MedQuist from 2005 through 2008, and Dendrite International from 2002 through 2005.

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Report: Meeting the Healthcare Challenge Now

Meeting the Healthcare Challenge for AccountantsAmericans who receive assistance in preparing their taxes are about ready to descend in great numbers on their preparers. But the questions they are asking about healthcare may not be the kinds that tax and accounting professionals usually hear. At least, that’s the experience so far of Jodi Padar of the New Vision CPA Group. Download this Special Report to learn what is being asked.

Meeting the Healthcare Challenge

Sponsored by: Meeting the Healthcare Challenge Now for Accountants

 

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CPA: How I became a "broker of services"

adviceMany accountants desire to reduce reliance on providing often-commoditized services such as tax preparation and financial statements. But how do you get your practice moving in another direction? One option is to take on the role of "broker of services" – someone who advises clients and occasionally puts them in touch with other professionals in order to make sure all of the clients' needs are met.

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Waugh Hands Rainmaker to New CEO

J. Daniel Brooks, The Rainmaker CompaniesThe Rainmaker Companies, which provide consulting and training resources for the accounting profession, have named J. Daniel Brooks as CEO. He replaces Troy Waugh, who has stepped aside from day-to-day duties after 23 years as CEO of the business he founded.

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CCH Names Director of Strategic Relationships

Shari Dodgen, CCHCCH has named Shari Dodgen, the former publisher of the CPA Technology Advisor, as director of strategic relationships. Her responsibilities include developing strategic relationships with professional associations and growing accounting industry partnerships.

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Walker Retiring from Intuit After 15 Years

Rich Walker, IntuitRich Walker, who has been highly visible in the accounting community, is retiring this month after 15 years at Intuit. Walker has been active in building programs for accountants and bookkeepers while at the tax and accounting software company.

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Admitting New Partners: Succession Best Practices

PartnerAs we work through the succession and retirement of senior partners in our firms, a lot of us are also reviewing and updating our internal documents and agreements. A key part of the update should be focused around how we bring new partners into the firm to replace the "old guys".

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Time for a Change? Think Payroll First

The question of change comes up every year at the end of December. Everyone has New Year's resolutions and thoughts of how they are going to improve themselves in 2014 in regards to health, diet, fitness, as well as to how they are going to improve themselves in relationships, work and business.

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