Non-Billable Time

Many firms are heading to a period of “calm before the storm.”  Put another way, a lot of non-billable time. Here are a few suggestions of what you/your team can do with the non-billable time to make it more productive. 1)  Go Visit/Lunch all A/B Clients....

7 Steps to a Successful Portal

Todays business world continues to drive towards less paper technologies for every aspect of customer service and product delivery, which is being pushed even farther with todays environmentally friendly green initiatives.  CPA firms have gotten on board by providing...

Pleasures & Pains of Social Media

Social Media is a buzz.  We hear about it everywhere it seems, but how now shall we live in the age of Social Media? What must we be conscious of? First, let’s define it. Social Media is media designed to be disseminated through social interaction, created using...

How Secure is Your Password?

You’ve probably heard about the importance of having a ‘strong’ password, and may even have an enforced password policy at work.  But, what difference does using capital letters, numbers and symbols really make?  Actually, A LOT that your security could depend on. Did...