Running a Firm (815)
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Report: Making Work Flow Smoothly
- Tuesday, 28 April 2015
- Running a Firm
- Written by The Progressive Accountant
Tracking paper through an accounting firm can resemble the historic search for the origin of the Nile River—everyone knows that information into the firm and comes out, but nobody is exactly sure how it finds its way from one end to the other. Processes can be a tangle of partner quirks and things that have developed by accident. Workflow cannot be that way if firms want to maximize profits. They need to determine how paper moves from one person to another and what tasks each performs. This special report discusses how modern software can provide a well-lit trail.
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Sabbatis Joins XCM Solutions
- Tuesday, 07 April 2015
- People & Moves
- Written by The Progressive Accountant
Former CCH CEO Mike Sabbatis has been hired as COO of XCM Solutions. The company also named its VP of sales and marketing, Bob Locke, as chief revenue officer. XCM says the moves reflect its plans for expanding operations and said its second-quarter revenue was 121-percent higher than the corresponding period a year earlier.
Sage Taps Warawa for Global Job
- Monday, 06 April 2015
- People & Moves
- Written by Bob Scott
Jennifer Warawa, who has led Sage's accounting program in North America, has been selected to head worldwide efforts. She took the new position this month after being involved with the Sage Accountants Network for several years. Warawa joined Sage in 2008 as director of partner programs, a position she held for two years.
Sonderegger Leaves BNA
- Monday, 06 April 2015
- People & Moves
- Written by The Progressive Accountant
Dean Sonderegger has left BloombergBNA where he played a key role in that company's software program from more than 12 years. Sonderegger has joined Wolters Kluwer Law & Business as VP and GM of that company's Legal Markets Group. He was executive director of product management and marketing, software segment.
Paychex Has "Best Selling Season"
- Thursday, 26 March 2015
- Running a Firm
- Written by The Progressive Accountant
Paychex had its "best selling season in seven or eight years," CEO Martin Mucci said this week. Mucci made his comments during the week's webcast for earnings for the third quarter ended February 28. He said referrals and sales were strong in all of the payroll company's channels in what was the strongest selling season since the recession began in 2008.
Xero Names U.S. Accounting Head
- Friday, 20 March 2015
- People & Moves
- Written by The Progressive Accountant
Xero has named Amy Vetter as its first Head of Accounting in the United States. Vetter's position is one in which she is described as evangelist for accounting, practice management and supporting financial solutions. It is not one in which she is involved in the company's accounting department.
QBO Leader Leaves Intuit
- Tuesday, 17 March 2015
- People & Moves
- Written by The Progressive Accountant
The VP who has headed QuickBooks Online tfor he last 19 months has left Intuit after 15 years with the company. The LinkedIn page of Terry Hicks, VP and general of QuickBooks Online, shows his job supervising Intuit's fastest growing product ended last month.
Overcoming Succession Procrastination
- Monday, 16 March 2015
- Running a Firm
- Written by Bill Carlino
Planning for succession at many CPA firms is often treated as if dealing with a serious medical condition. Sadly, too many practitioners feel that if they ignore it long enough, the succession problem will go away. Therefore, they procrastinate until they are faced with a number of unpleasant alternatives – such as a hastily arranged merger with unfavorable terms, or shutting down the business entirely.
A Better Marketing Mousetrap to Acquire Clients
- Tuesday, 10 March 2015
- Running a Firm
- Written by Hugh Duffy MBA
Morgan & Morgan CPAs has a straightforward slogan – "We make your life less taxing." The same principle can be attached to our approach to marketing the firm. We strive to build a better online "mousetrap" that brings prospects to our doorstep and significantly shrinks our sales funnel. Following this idea has allowed us to grow the firm by 23 percent in the past year.
Bill.com Adds Sales VP
- Thursday, 05 March 2015
- People & Moves
- Written by The Progressive Accountant
Bill.com has hired Sheela Zemlin as SVP of sales and customer success. The Palo Alto, Calif.-based company, which makes invoicing products, said this week Zemlin has responsibility for all sales channels, including sales to small businesses and direct sales for mid-market businesses and accountants.
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