Monthly Archives: February 2015

Building a Strong PFP Practice

When it comes to creating a strong financial planning practice, unfortunately many CPA firms have failed. Allow me to define “failed” before you send the militia out to get me. I say “failed” in the sense that many CPA firms … Continue reading

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Practice Profile: Arch Support

When a technology startup looked set to disrupt the back-office accounting services they offered franchisee clients, a group of accounting firms banded together to form an organization that served up invaluable services that technology just could not duplicate, giving rise … Continue reading

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How the Other Staff Lives

The future lies with our young professionals. To drill down on that, I convened a staff forum recently — one staff person each from 17 different firms based in Chicago. (Thirteen firms were under $10 million in revenue and four … Continue reading

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The 2015 Top New Products

While 2014 welcomed a spate of new accounting products, some of the most impressive releases were from veteran companies updating their solutions. The most successful revamps came from software providers introducing new features and functionality based on specific customer feedback, … Continue reading

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Accounting Today February 2015 Digital Edition

Check out the digital edition of the February 2015 issue of Accounting Today. The issue contains articles onhow nine firms banded together to give McDonald’s franchisees a break, how your CPE is going to change over the next 10 years, … Continue reading

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Good News, Bad News

The good news about the 2015 filing season is that it started on time, and that we know what the extenders are, according to Roger Harris, president of Padgett Business Services: “We’re not dealing with any major change in tax … Continue reading

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Happy Tax Season!

That greeting may sound oxymoronic. After all, this is traditionally the most difficult part of a tax professional or accountant’s year, known for late hours, seven-day workweeks, long absences from family and friends, and far too much time spent with … Continue reading

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Pathways to Growth: Is Your Firm Changing with the Times?

It’s been a long slog, but we are finally seeing the light at the end of the tunnel known as the Great Recession. Both job creation and the gross domestic product are robust. Interest rates remain low and the stock … Continue reading

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Forget What You Know

An astute observer of human nature once stated, “People don’t care how much you know until they know how much you care.” While the original author of that statement is not definitively known, it has been repeated by many of … Continue reading

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re:Marks

There are technologies that are coming and there are technologies that are here. For example, in the next three to seven years, your business (and mine) will be affected, in some way, by wearables, the Internet of Things, drones, bendable … Continue reading

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