Practice news


Spot Trends and Reduce Information Overload

If you're adept at spotting significant industry trends, you can cut down on the amount of extraneous information that otherwise competes for your attention.
Education & Careers

Free CPE: Attract New Clients and Keep Them Coming Back for More

Acquiring new clients and retaining current ones are consistently named as top concerns for accounting firms. That’s why successful firms pay special attention to the image they are presenting to the public.
Community News

Company Announcements: Week of September 9, 2013

Following is the latest roundup of community news for the week of September 9, 2013.

Modern Technology Lacking in Most Small Businesses

Although a little more than half of small business owners who were recently surveyed use technology for accounting, only a minority use automated technology for other key business operations, such as appointment booking and scheduling, CRM, and acquisition marketing.

What Young Accountants Want to Know about the Path to Partner

During a recent webinar presentation – "The Twelve Questions Rising Stars Ask about the Path to Partner" – Tamera Loerzel, a partner with ConvergenceCoaching LLC, offered advice regarding the role managers and partners need to take in helping young CPAs rise to partner.

Accounting Firms Showing Signs of Economic Growth

Now that the economy is on the upswing, accounting firms are encouraged to target certain industries that were popular five to ten years ago.

Baker Tilly Finalizes Acquisition of UK Firm RSM Tenon

Baker Tilly UK completed the acquisition of the trading operations of top-ten UK accounting and consulting services firm RSM Tenon on September 2, after Baker Tilly shareholders unanimously backed the plan.

How to Win Your Next New Accounting Client

Your firm may be successful today, but everyone knows that success can be fleeting unless you're continuously thinking ahead to identify and win the next client. The key to developing a strategy for winning new clients is to answer these key questions: Why? Who? What? How?
Community News

Company Announcements: Week of September 2, 2013

Following is the latest roundup of community news for the week of September 2, 2013.

What Gives the Next Generation an E.D.G.E.?

The implication to today’s senior leaders is clear: to be the best version of itself in the future, the firm must start today by understanding, nurturing and involving their next generation. The firms that get this right will be the benefactors of growth, sustainability and meaning.

Key Considerations When Buying a Firm

Thinking of buying a firm but not sure where to start? That question is being contemplated more and more every day with more mergers, acquisitions and consolidation taking place across the accounting and wealth management industry today.

When it Comes to Retirement: How Much Is Enough?

A recent study from the Employee Benefit Research Institute (EBRI) shows that people are not confident they will have enough saved for retirement. The March 2013 Retirement Confidence Survey revealed that 49 percent of those polled indicate they are "not very confident" or "not at all confident" they will have enough income in retirement.

Boomer Consulting, Inc. Announces Recipients of the Inaugural Bridging the Gap Awards

On August 29, Boomer Consulting, Inc. announced the recipients of the inaugural Bridging the Gap Awards. These awards recognize both firms and individuals in the accounting industry that excel in aligning technology, firm management, and talent development.

Louisiana CPA Society's Bean Counter Coffee Creates "Buzz" Around Events

In a state renowned for its cuisine, its "bon temps" attitude, and its ability to turn any gathering into a celebration, the Society of Louisiana CPAs was not about to take the idea of serving lackluster coffee to its members lying down.

Gifts That Keep on Giving: Choosing the Right Business Gift

Nearly all of us give business-related gifts from time to time. Maybe you need to thank an employee who has gone above and beyond, or maybe you need to thank a client. Whatever the reason, choosing just the right gift can be a challenge.

Long-term Customer Loyalty Pays Off

Have you ever wondered why almost every retailer has some variation of a customer loyalty program? Research studies have proven time and again that loyal clients spend more and provide free word-of-mouth advertising.

HR Corner Q&A: Can I Force a Sick Employee to Go Home?

Question: Can you force an employee to go home who is coughing, sneezing, hacking and has a runny nose? The employee is out of sick leave but has vacation leave available to use. The employee is exempt.

Loss Prevention for Accountants: Avoiding Malpractice, Litigation while Keeping Your Clients Happy

The accounting profession first became a lucrative target for plaintiffs' lawyers after the savings and loan industry collapsed in the mid-1980s, and little has changed since then.

A Peek Inside the 2013 'INSIDE Public Accounting' 100 Report

On August 5, the Platt Group LLC, publisher of 'INSIDE Public Accounting' (IPA), unveiled its twenty-third annual report of the nation's largest 100 firms.
Community News

Company Announcements: Week of August 19, 2013

Following is the latest roundup of community news for the week of August 19, 2013.


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