Today’s Top 20 Tips for Building a Growth-Driven Accounting Firm

Checklist: The best ideas from the top rainmakers.

By Rick Telberg
CPA Trendlines

While most accounting firms do a good job of sustaining revenues through a strong referral system, the best-performing practices put robust systems in place to attract new prospects, cultivate leads, and close new business.

More at CPA Trendlines on: Marketing, Practice Development, Sales, and Growth Strategies

In a new survey of top accounting firm marketers and rainmakers, CPA Trendlines finds at least 20 strategies worth sharing: READ MORE →

The Role of Finance in Adaptive and Interactive Learning

Are you using everyone to their full potential?

By Jennifer Templeman

Portrait of Jennifer Templeman

I believe in the power of creativity, in innovative thinking, and of play as a conduit to bring forth new ideas. And yes, and I’m a CFO who leads a team of finance professionals who focus on compliance, adherence to regulations, and perfecting the process of predicting and ensuring an outcome based on historic performance and data.

Despite how at odds these two confessions may seem, they work together in a way that supports my belief that finance is a department designed to lead the culture in an organization.


Let’s Talk About the Fiscal Close

Portrait of Chris Doxey

Who has time for metrics and analytics?

By Chris Doxey
Doxey Inc.

If your finance and accounting organization is bogged down by a fiscal closing process that never seems to end, it has little time to focus on enhanced reporting or analytics. Visibility to accurate financial information and underlying operating metrics are critical to your management team in any economic environment.

Many factors place the spotlight on the fiscal closing process, which is usually led by a team of individuals in the corporate finance and accounting department and managed by the corporate controller. The complexity of the process is driven by the nature of the company – private, public, nonprofit (tax-exempt or mission-based) or government – and the type of industry or industries for which the company is responsible.


Building a CPA Marketer’s Tech Stack

The right tools for the job.


By Bob Goricki
Skoda Minotti

Being a CPA firm marketer means that you are often faced with two major limitations: time and budget. Unfortunately, I’m unable to create more of either, but I can point you in the direction of tools that can help maximize both.

More at CPA Trendlines on: Marketing, Practice Development, SalesGrowth Strategies.

At this year’s AAM Summit, I’ll be sharing 10 of my favorite tools that help CPA marketers work smarter, not harder. While the full list will have to wait until May, I want to share a few “bonus” tools in this blog to jumpstart your post busy season marketing efforts before the conference. All of the tools below are free to try, so get started today!


Thanks, Avalara, We’re Honored

The Avalara Top 100 on social media


As Avalara says on Facebook:

Avalara is super excited to announce the launch of the #AccountingTop100 social media leaderboard! This awesome leaderboard highlights outstanding accounting professionals based on their overall presence, influence, and engagement on social media platforms. Updated rankings are generated every two weeks, so if you're an accountant or bookkeeper who thinks they've got what it takes to make the list, check it out and join for free today!


Biometrics and Next-Gen Security for Innovative Firms

Portrait of Thomas Schoessow

3 critical points to consider.

By Thomas Schoessow
VP of Technology, AbacusNext

When you enter the field of accounting, it’s natural to assume you know what you need to know in order to develop your practice and succeed. After all, you’re an expert in your field, and you can help clients build their business and think strategically about their financial decisions.

But, what you may not have realized is that much of your success and growth will rely not only on your subject matter expertise, but also on how you manage technology and data security within your accounting firm. READ MORE →

Mazars Recruits Raphy Soussan for Manufacturing & Distribution Practice

Raphy Soussan to Mazars 2018

25-year veteran of New York market.

CPA Trendlines

Raphy Soussan has joined the New York accounting office of Mazars USA LLP as a partner in the Manufacturing & Distribution Practice Group, according to RF Resources, which acted as an advisor in the matter.

Prior to joining Mazars USA, Soussan worked at Big Four and mid-size accounting firms, including Anchin Block & Anchin, CBIZ MHM, and Mahoney Cohen, helping clients streamline their operations and achieve their financial objectives. Soussan possesses over 25 years of experience providing auditing, accounting, SEC and GAAP financial reporting including financial planning, tax and business advisory services to a variety of multinational, middle market and start-up companies.

Mazars USA LLP, which traces its roots to 1921, employs more than 20,000 professionals across 86 countries.








Carpool Karaoke with Withum CPAs [VIDEO]

State of the Firm: 150 staffers join eighth annual video.

By Ed Mendlowitz

Withum had its annual State of the Firm (“SOTF”) event. It is sort of an annual meeting attended by the entire firm – 1000 people – from Orlando, West Palm Beach, Bethesda, Boston, Aspen and more locally, Philadelphia, Manhattan and the five offices in New Jersey. The event was held at the NJPAC which comfortably accommodated us. The four-hour program (with a strategic 15-minute break) ended with a two-hour cocktail reception where we were able to meet and catch up with colleagues we don’t get to see often enough.