What mobile accountants need to know to stay in touch
by Rick Telberg
One of the big problems with being a mobile accountant is that you aren’t in the office. That seems pretty obvious, but it’s less obvious what some of the disadvantages are in not being at your desk.
DEXTER, MI. (Thomson Corp.) – Thomson Tax & Accounting has launched a new Client Management module—an add-on module to the company’s practice management application, Practice CS. Termed “the most significant enhancement to Practice CS this year,” the Client Management module enables firms to track client communications at a detailed level. The Client Management module extends the practice management capabilities of Practice CS. Using the module, firms can record every detail of client activity so they always have the most updated information. The Client Management module enables firms to logically organize, store, and access all client interactions to support all areas of client activity—including work-in-process, billing, prospecting, and cross-selling.
Optimism Remains Stable for Individual Companies
NEW YORK (AICPA) – Escalating fuel prices and the weakened housing market are coloring the opinion that C-suite CPAs have of the U.S. economy, according to the Spring 2007 Business and Industry Economic Outlook Survey conducted by the American Institute of Certified Public Accountants (AICPA). Many of these executives also believe that energy availability and the significant number of sub-prime mortgage foreclosures could affect their own businesses.
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How the rent-versus-buy concept applies to the accounting profession.
How CPAs make accounting and ERP decisions. Join the study. Get the answers.
by Rick Telberg
At Large
If you or your company hasn’t yet confronted the question of shedding some operations and outsourcing them, then hold on; you will.
Outsourcing, especially finance and accounting outsourcing, is growing by leaps and bounds as businesses strip down to their core competencies and as alternatives spring up near and far. Outsourcing represents an opportunity for CPAs to add value in a variety of ways, ranging from helping companies make the right decisions to taking on the work themselves.
Sally Glick Inducted Into Association for Accounting Marketing Hall of Fame
Sally Glick, Chief Marketing Officer and Director of Marketing Consulting Services at Sobel & Co., LLC in Livingston, New Jersey, was inducted into the Association for Accounting Marketing (AAM) Hall of Fame at the 18th Annual AAM Summit in Savannah, Georgia on June 7, 2007. The Hall of Fame Award honors an individual’s dedication to and promotion of the accounting marketing profession and the accounting industry as a whole.
After working several years at a local firm in the Chicago area, she became the Director of Marketing at Pencor LLC, a company providing professional service firms with niche marketing materials and programs. She then went on to become Director of Marketing Services at Polaris International where she was responsible for assisting member firms with their individual marketing strategies.
She was named Accounting Marketer of the Year for 2003. In 2004 and 2005, she was listed in Accounting Today’s list of Top 100 Most Influential People in Accounting. She was recognized as a Women of Influence in New Jersey for 2005 and has had the honor of being the first non-CPA woman to appear on the cover of Practical Accountant in August 2002.
She is a tireless advocate for this profession. She is that blend of smarts, determination, drive and interpersonal skills that make her the person that so many people turn to.
Since joining AAM in 1995, she has served on numerous committees, planned and hosted our annual conference, worked her way up the board of directors to President and still continues to work tirelessly to further the Association and the profession. READ MORE →
Kerry Sullivan-Lechner, Marketing Director at Anderson ZurMuehlen & Co. in Helena, Montana, was honored as the 2007 Association for Accounting Marketing
(AAM) Volunteer of the Year at the 18th Annual AAM conference in Savannah, Georgia on June 7, 2007.
As Marketing Director at Anderson ZurMuelen & Co., Sullivan-Lechner plays an integral role in determining the marketing initiatives and strategies that Anderson ZurMuehlen & Co. develops to market their full menu of services to existing and new clients.
A member of AAM since 1999, Sullivan-Lechner is a longtime member of the membership committee. Having served as committee chair for several years, she is always ready to promote the benefits of the organization and seems to tirelessly work towards growing and developing the AAM membership. Additional committee involvement includes work on monthly roundtable calls for new members and prospects, firm size calls and was recently elected to a member-at-large position on the National Board of Directors for the Association for Accounting Marketing.
AAM never loses sight of the fact that our members have their own ‘real jobs’ to worry about. That’s why it’s so meaningful when accounting marketers who are AAM members will use some of their valuable time promoting the profession, contributing to AAM projects, and generally making the organization a real success. This year’s Volunteer of the Year possesses a passion for promoting the accounting marketing profession that goes well beyond any award we could bestow on him.
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The Association for Accounting Marketing presented the 13th Annual Marketing Achievement Awards (AAM-MAAs). The AAM-MAAs are presented in recognition of outstanding achievements in the areas of accounting marketing, professional services and communications. Accounting firms from all over the United States and Canada competed in two divisions — under $15 million in revenues and over $15 million in revenues. READ MORE →
Lee Peretz was honored as the 2007 Association for Accounting Marketing (AAM) Rookie of the Year at the 18th Annual AAM Summit on June 7, 2007. Peretz was honored for the “extra mile†he has gone in contributing to the success of his firm in the first two years of his marketing role. Peretz joined Grassi & Co., CPAs in 2006 and serves as Marketing Director for the firm. He is responsible for managing business development efforts, lead generation programs, marketing communications, marketing and business development strategy, CRM, Web site and service line management. READ MORE →
What you can do today for recruiting and retention.
How to succeed in accounting? Join the survey. Get the answers.
by Rick Telberg
For the Finance Executive
You shouldn’t have to guess what job-seekers are looking for in an accounting career. And now you don’t have to.
The AICPA has conducted a survey of accounting firms to learn what non-partner employees are looking for in their careers and their chosen jobs. The results may surprise some CPAs. Among the top reasons cited for joining a firm, salary ranked only third. Career growth opportunity was first, and time off was second. The survey also revealed why you need to know this. Because even though the number of accounting majors at universities increased 17 percent from 2000 to 2004, the demand for recent graduates rose 19 percent in 2005 alone.
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What you need to know to safeguard confidential data
By Rick Telberg
Each year for the past 18, the American Institute of Certified Public Accountant’s has conducted and published the results of its Annual Top Technology Initiatives Survey. In this year’s edition four new issues surged onto the “Top Ten” list. Interestingly, many of the concerns are connected.
“Information Security” took the top spot for the fifth year in a row on the 18th Annual Top Technology Initiatives Survey, while “Identity and Access Management” jumped into second place. Also moving up to fourth place in the survey was “Privacy Management”, and a new initiative, “Securing and Controlling Information Distribution” hit the Survey charts this year.
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CPA Trendlines Technology Journal of Accountancy
