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    The Firm of the Future Can Be Your Firm Today!

    Article CPA firms are trying to figure out how to do more with less while at the same time continuing to be competitive and profitable. These demands require that firms increase the productivity, efficiency and collaboration of their workforce. Three of the areas in which firms can focus their attention to
    Published on January 28, 2011

    Increase Productivity With Multiple Monitors

    Article CPAs who use dual monitors are finding that the addition of a third or fourth monitor also pays dividends. As the number of applications CPAs depend on expands, so does the need for more screen real estate. While a CPA’s two primary monitors are typically used to manage core applications
    Published on March 21, 2011

    Four Winning Strategies for the New Year

    Newsletter How to succeed in 2010. What to expect for the New Year.
    Published on January 28, 2011

    Client Data Security for the Tax Practitioner

    Article This column takes a brief look at some practices CPAs should consider when handling data security.
    Published on January 28, 2011

    Record Retention

    Article Every firm should have a record retention policy and should have its legal counsel review this policy to make sure that all legal areas are covered. The policy should spell out what records should be kept and for how long.
    Published on May 03, 2010

    Showcase Your Company and Promote Your Brand

    Article In my April and May articles, I discussed how CPAs and CPA firms can use LinkedIn to build a community of customers, employees, vendors, referral sources and fans. Now, it’s time to look at Facebook. Facebook offers two options to an organization that is looking to build a community. First,
    Published on January 28, 2011

    Seven Essential LinkedIn Groups

    Article LinkedIn is like any other network, it takes active involvement to be successful. My last article, Seven Essential LinkedIn Activities, focused on activities that will help you get the most out of LinkedIn. One of my recommended activities was to join LinkedIn groups. In this article, I will outline seven
    Published on January 28, 2011

    Firing Clients Can Be Good for Business

    Article There are a variety of reasons that clients should be asked to leave the firm. The average CPA can follow certain steps to recognize these situations and take appropriate action.
    Published on April 02, 2014

    Are You Missing the Seven Essential Elements of Your LinkedIn Profile

    Article LinkedIn has become the premier business-related social network. Almost everyone that I know has a LinkedIn profile and has started using it to connect with other business professionals. I have had the opportunity to look at numerous LinkedIn profiles. Some are great, some are good and some are not so
    Published on January 28, 2011

    Making the Most of Your Facebook Page

    Article In Showcase Your Company and Promote Your Brand, I showed you how to use Facebook to build a community for your organization. This community could include employees, clients, referral sources, vendors and other fans. Your Facebook Page can be used to communicate to and interact with your fans. In this article,
    Published on January 28, 2011

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