Running a Firm (789)
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AICPA Hires CalCPA COO
- Tuesday, 26 March 2013
- People & Moves
- Written by The Progressive Accountant
The American Institute of CPAs has hired Clar Rosso as VP of member learning and competency. Rosso most recently was the COO of the California Society of CPAs and the CalCPA Education Foundation. She will lead the Institute's publications, conferences and web events, and professional development teams and will working with groups in communications, marketing, strategy, people and innovation, and CPA2Biz.
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Do You Need a BYOD Policy?
- Tuesday, 19 March 2013
- Running a Firm
- Written by Gene Marks
Social media. Cloud computing. Gamification. SaaS. Social CRM. Virtualization. Mobile. Every year we hear of the latest technology issues facing small business owners like me. And now it's BYOD (Bring Your Own Device). Everywhere I read in the tech world it's BYOD.
M&A is Hot - Info from PCPS Survey
- Monday, 25 February 2013
- Running a Firm
- Written by Gary Adamson
The 2012 PCPS Succession Survey is out and provides us with data from almost 1,000 firms across the county on how they are dealing (or not) with succession. The survey also reveals a lot of information that we can use to help us navigate firms through the merger and acquisition waters. There is no question that M&A is hot. Take a look at any industry publication. It is unusual when they don't report a sizable deal daily.
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Armanino Names Consulting Partners
- Wednesday, 13 February 2013
- People & Moves
- Written by The Progressive Accountant
Armanino has named technology practice leaders, John Dunican and John Horner, as partners of the San Ramon, Calif.-based accounting firm. Dunican, who joined Armanino in 2005, leads the firm's Adaptive Planning consulting practice and serves as consulting partner for CFO Advisory Services. Adaptive Planning is an online budgeting application.
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Make the Shift to Trusted Business Advisor
- Tuesday, 12 February 2013
- Running a Firm
- Written by Edi Osborne
Many experts name relevance as one of the top challenges that has the potential to undermine the role and value of a CPA in the future. In fact, I believe relevance separates an ordinary accountant from a true "trusted business advisor". Admittedly, my definition of trusted business advisor is narrower than most. I meet hundreds of accountants every year who consider themselves a TBA but when I press them for specifics about what that title means and how it manifests itself in their practice they have a hard time responding.
Wolters Kluwer Names Global Product Head
- Monday, 11 February 2013
- People & Moves
- Written by The Progressive Accountant
Wolters Kluwer has created the position of head of global product development. The company, parent to CCH, named Jaco Zijlstra to the new position. Zijlstra was most recently director of e-strategy and member of the management team at Noordhoff Uitgevers. The position has responsibility for technology development and integration across the company's products and services worldwide.
Bank Loans for Financing a Firm Acquisition
- Wednesday, 06 February 2013
- Running a Firm
- Written by Chuck Hayes
As a business broker that specializes in the sale of accounting firms, I get questions everyday about using a commercial loan to acquire an accounting firm. How much of a down payment is required? Should I get an SBA loan or a conventional loan? How long is the process? What are the terms? What will the bank want as collateral for the loan? Are there really banks that are willing to loan money for the purchase of an accounting firm? These are all good questions.
Plan to Succeed During Tax Season
- Monday, 28 January 2013
- Running a Firm
- Written by Dustin Hostetler
Will your firm succeed or fail this busy season? Build for success or be doomed to disappointment? As your firm and your service teams ramp up for busy season, have you given them everything they need to be successful in the coming months? Are they prepared to give your clients an unparalleled level of service compared to your competition? Or is it business as usual (in other words, same as last year)?
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Generate Revenue from Existing Customers
- Thursday, 31 January 2013
- Running a Firm
- Written by Michelle Horn
What is your process for staying in touch with your customers? Believe it or not, most companies only send newsletters or special offers to existing customers. And 95 percent of the time, those newsletters and email are about a company pounding their chest or about what else they are trying to sell. Then, when business is down and you need revenue, you are embarrassed to reach out to existing customers because you don't want to look like you are selling them something.
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Bloomberg BNA Gets New President
- Friday, 25 January 2013
- People & Moves
- Written by The Progressive Accountant
Bloomberg BNA has named Darren McKewen as president. McKewen, who joined BNA in 1987, replaces Greg McCaffery who became CEO of Bloomberg Law in September. McKewen was previously VP and group publisher for BNA's Tax and Accounting Services, a job he had held since 2005.
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