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Special Report - Document Management: Winning the War Against Paper

Document Management: Winning the War Against Paper Sponsered by CCHThe Progressive Accountant will help your practice win the war against paper…

The Document Management: Winning the War Against Paper special report provides best practices from your peers in the tax and accounting profession about how document management can help you better manage and grow your practice.  We also include suggestions from vendor experts CCH, cPaperless, SmartVault, Thomson and Doc-IT about the types of software and services available to tackle this vital practice improvement.

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Can The Sole Practitioner Beat The Big Guy?

Each and every day, small businesses compete directly against the big guy and succeed. This is done by changing the rules of the game and competing selectively. Over time, the small entrepreneurial firm becomes one of the big guys and we forget about their rags to riches story.

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Mentor Plus Starts Coaching Program

Mentor Plus and Corelytics have joined to launch a Coach Incubator Program for accountants and other business advisors. The goal is expand their business mentoring mindset, skills set and toolset.

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Practical Tips for Using Social Media

Everyone is interested in social media. But while most people use these platforms in their personal lives, many remain baffled about how to effectively use them in business. Read more...

Clients Vote with Their Feet

Jason BlumerJust as you can't stop a client from leaving the firm, I question whether you can keep an employee from "stealing" a client? A blog post from Jason Blumer, chief innovation officer, Blumer & Associates CPAs asks the question, Does your firm really own a client relationship?

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Firms: It's Time To Adopt QuickBooks

quickbooks boxBy all means, I am not one to adopt new ways of doing business, technology or anything else very quickly. However, the point in time to integrate QuickBooks into your practice has passed and for those nay-sayers out there, it's time to throw in the towel. Read more...

Accountability...the Myth

I often hear from managers and partners that accountability in firms is hard to accomplish. Unless an engagement has a government filing or client deadline attached to it, it just doesn't get done on time or at all.

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Mentors: Caring for Your People

According to preliminary data from the 2011 PCPS Top Talent Survey, 61 percent of your star performers are open to career options beyond their current position. Your people are putting resumes together as they watch the job market open up. So who in your firm is responsible for "knowing" your people, understanding what motivates them, and ensuring that they're engaged?

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Accountemps Provides Tips for Remote Work

An Accountemps survey has found that employers are increasingly receptive to remote work arrangements such as telecommuting and employees working from satellite offices. One third of chief financial officers surveyed said such arrangement have increased at their companies over the last three years while only 5 percent reported a decrease. The survey is based on telephone interviews with 1,400 CFOs in the United States. Read more...

Merger Tips to Help Seal the Deal


Having completed five mergers while the managing partner of my firm, I learned many lessons along the way and have some of the scars to prove it. There is no question that I was smarter on number five than on the first one. Regardless of whether you are the buyer or the seller, here are few tips that will help you find and seal the right deal. Read more...

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