Running a Firm (789)

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Removing Management from Practice Management

Peter Henley, Clark NuberPeter Henley thinks practice management systems are too complex. And the senior IT diretor Clark Nuber is busy pulling apart  CCH ProSystem fx Practice Management and running elements as separate pieces for the Bellevue, Wash.-based firm.

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Apple in the Accounting Office

Jim Boomer, Boomer ConsultingA few years ago, talking about Apple products in the professional tax and accounting office might not have drawn a crowd. At this year's AICPA Tech+ conference such a session drew about 125 attendees to hear Gary and Jim Boomer whose discussion included a bit of debate on the subject.

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Wipfli Hire Expands Practice

Wipfli has expanded its Business Valuation, Litigation and Transaction Services Practice with the addition of Paul Ouweneel as a financial analyst and consultant. Ouweneel, who has more than five years of experience in private wealth management and corporate finance, will be based in the firm's Milwaukee, Wis., office. Paul Ouweneel, Wipfli

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Have a Facebook Page and Don't Know It?

Like buttonMost tax and accounting firms probably know if they have a Facebook page--you know the kind that people "Like" in order to view an organization's page and post information. But there are many pages out there that were created by Facebook for businesses and organizations. And as I quickly learned, Facebook creates pages for accounting firms - lots and lots of them.

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The Cure for the Accidental Consultant

A few weeks ago, while on a conference call with a group of practitioners engaged in the development and delivery of non-traditional services, I stumbled upon an accidental consultant. You know the scenario. You've been to a training program on "How to be a Consultant." You are inspired by the possibility of being and doing more for your clients. As you leave the training, something takes hold, you're flush in the cheeks, light headed, maybe even delirious, you start speaking a foreign language to your staff and clients.

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Eide Bailly's Ross Named Tax Leader

Bryan Ross, Eide BaillyBryan Ross,  a CPA and partner, has been promoted to lead the Minneapolis tax practice of Eide Bailly. Ross has almost 15 years experience with the firm and more than 25 years in public accounting.

 

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Managing Partner 101 - What Exactly is the Job?

managing artMost of us are thrust into the managing partner role in our firms with little or no training or coaching. Who teaches you to be an effective MP? How do you know if you're performing well? Your partners won't tell you. If you're new to the job, do you just do it the same way as your predecessor? Is that the best approach for the firm? Who will mentor you?

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The Cloud: A More Level Playing Field

The idea that the Internet levels the playing field for business is a bit overblown: there seems little chance that the smallest businesses can serve the largest. Still, cloud-based products do represent the chance for small businesses to significant increase their markets and their capabilities of serving them.

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Danny Jackson Joins CB&H as Principal

Danny Jackson, CB&HDaniel G. Jackson has joined the Tampa, Fla., office of Cherry Bekaert & Holland as principal. He was previously a co-founder in September 2008 of Barley, McNamara, Wild, Martin, Jackson, which he grew from a start-up to $1 million in revenue and more than 80 clients. Read more...

Tax Expert Koutouras Joins Moss Adams


 George Koutouras,, Moss AdamsGeorge Koutouras, a former Big Four CPA and long-time author for BNA, has joined Moss Adams as a partner in its transaction services group. He serves the western tax market for the United States from the firm's offices in San Francisco and Los Angeles. Read more...

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