Running a Firm (817)

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Jackson Hewitt Names New CEO

David Prokupek, Jackson Hewitt Tax Service Jackson Hewitt Tax Service has named David Prokupek, the former CEO of Smashburger, as its new president and CEO. The company's release on the subject made no mention of his predecessor, Harry Buckley, who took over the job in 2009. Prokupek stepped down from the Smashburger job in September after holding that position since 2010.

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The Truth About Client Satisfaction

clientsThe improving economy may cause CPAs to be overconfident about their ability to retain clients. In the 2011 PCPS CPA Firm Top Issues Survey, retention of current clients showed up on every segment's top five list, while it only made two groups' top five in 2013 (sole practitioners, and firms with 11 to 20 professionals).

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Tax Season "Sanity": A Catalyst for Success

The Late Jerry Carroll, We would all agree that there is no such thing as an easy tax season. Every tax season brings its highs and lows, but forces outside of our control, like government shut-downs and this winter's unpredictable weather, really put a damper on things. Over the course of more than 30 tax seasons, in public accounting and supporting my consulting clients, I have seen the benefits that come from establishing your own tax season "sanity" system.

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Enhance Client Relationships In Busy Season

Client artAccountants, especially during busy season, have significant demands on their time. So it's critical to understand how to balance a desire to develop deeper client relationships and work-related time constraints. The first step is to recognize that overhauling every client relationship at once is unrealistic and that not all clients are your best clients. Consider clients who are the firm's most valued and valuable as a good starting point to work on deepening relationships.

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Xero Names North American CEO

Peter Karpas, XeroXero has named PayPal executive Peter Karpas as the company's first North American CEO. And the New Zealand-based cloud software company showed the importance of the market in the United States by naming a former Microsoft CFO as the company's new chairman.

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Study: Small Firms Behind on Tech

Leslie Garrett, Insight Research GroupThe surprise might not be that small accounting firms do not keep up with technology. The surprise in the results of the first Annual Accounting Firm Operations and Technology Survey is more in just how few of the most widely discussed technologies are not being used in the accounting profession.

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Ward Leaving Intuit Job


Jill Ward, IntuitJill Ward, who has headed Intuit's programs for accountants, is leaving the company. In a letter, Ward says she would leave the Mountain View, Calif.-based company in March to return to be near her family in Boston, Mass. She will be replaced by Jim McGinnis, who joined Intuit in 2010 as VP of the Accounting Professionals Division. McGinnis brings several years of international experience to the accountant program.

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Eight Steps to Optimizing Support Staff ROI

staffCPA firm owners are well aware of their payroll costs and tend to be very cautious when it comes to investing in administrative personnel. Much like the accounting staff, members of the administrative group must provide value that will generate a solid return on their investment.

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CBM Elects Reilly Managing Partner

Peter Reilly, Councilor, Buchanan & MitchellCouncilor, Buchanan & Mitchell, a Bethesda, Md.-based accounting firm, has elected Peter Reilly, CPA, CVA, to the positions of president and managing partner. He succeeded S. Vincent Crescenzi, CPA, CVA, CFE, who had held the positions since 2000 and becomes chairman of the board. Reilly will lead the firm's operations, focusing on business development, process improvements, client satisfaction and employee development.

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Liberty Tax Parent Names CFO

Liberty TaxJTH Holding, the parent of Liberty Tax Service, has hired Kathleen E. Donovan, as CFO as of February 1. She replaces Mark F. Baumgartner who has moved to the role as CEO of JTH Financial. Donovan had been CFO of Catapult Learning since 2008. She was with MedQuist from 2005 through 2008, and Dendrite International from 2002 through 2005.

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