Use Databases for Document Management
Many have integrated portals for transferring files to clients.
By Roman H. Kepczyk
Quantum of Paperless
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Give Your People the Resources They Need
Seriously consider your rate of return.
By Frank Stitely
The Relentless CPA
Microsoft Issues Warning to 800 Million Windows 10 Users
Your “backup” might not exist.
By Rick Richardson
Learning from Lee Iacocca Et Al.
Summer Reading: 14 proven leaders who can can teach us a lot.
By Ed Mendlowitz
Call Me Before You Do Anything: The Art of Accounting
Building Competency on Every Level
Including 3 key initiatives in most strategic plans.
By Bill Reeb
4 Ways to Fix IRS Collections
Home foreclosure? Put on the brakes.
By CPA Trendlines Research
Smart Tech Tips from Top CPA Firms
5 key questions, including what to tell recruits.
By Marc Rosenberg
The Rosenberg Practice Management Library
SURVEY: 60% of Firms Employ Remote Access Tools
Does your firm utilize remote access tools to connect to client computers to provide support, training or remote work?
Reframe Sales as Communicating Value
Create a conversation where the client can experience what it would be like to work with you.
By
How to Guide Your Firm Through ‘Critical Periods’
Take a holistic approach.
By Kayleigh Padar
The Power of ‘Real Influence’
SUMMER READING: ‘Real Influence: Persuade Without Pushing and Gain Without Giving In’
By Steven E. Sacks
4 Steps to Take Before Next Tax Season
Think of yourself as a CEO.
By Frank Stitely
The Relentless CPA
Three Keys to Evolving Your Accounting Practice
Choose your new role, then start living it.
By Matt Solomon