More Preparation Needed for Accounting’s Perfect Storm

Do Not Let Habitual Complacency Reduce Your Readiness By William F. O’Brien, MBA, CPA Executive Education, Inc. According to Wikipedia, a perfect storm is a rare combination of circumstances that drastically aggravates a situation.  While the storm’s intensity has somewhat abated, the accounting profession still is facing a storm which could significantly alter many company’s … Continue reading

How to Get More From Your Events

Events have long been an important part of many CPA firm marketing plans. They offer a great opportunity to meet and connect with prospects as well as to nurture existing client relationships. Here are 6 tips for getting more out of your events. Promote, Promote, Promote– I work with a lot of firms who are … Continue reading

Keeping Client Data Safe in an Increasingly Mobile World

By Michael Webb, Chief Technology Officer, SmartVault Mobile has become a way of life, and with the proliferation of advanced devices, it’s easier than ever to work on the go. SaaS-based applications in combination with mobile technologies enable you to deliver client documents while sitting at the airport, process a client’s payroll from home, and … Continue reading