How Firm Management Processes are Holding Your CPA Firm Back August 25, 2016 By Samantha Grovenstein-Deal Firm management software like time entry, billing, accounts receivable, and financial management are often considered non-mission-critical to CPA firms, but they can have a big…read more
Best Practices for Time and Billing July 12, 2016 By Samantha Grovenstein-Deal As a product manager, I’ve worked with hundreds of firms to understand how they are using our products and what factors lead to the greatest…read more
Client Service Myths That Get in the Way of CPA Firm Success May 24, 2016 By Samantha Grovenstein-Deal Quality client service is a hugely important part of a successful CPA firm, but delivering it can be a big challenge. Many tax and accounting…read more