Inside Public Accounting (IPA) recently named its top 50 Best of the Best Firms for 2023, and we’re proud to announce that our client, Templeton & Company, has made the list. But how exactly does a firm get named Best of the Best? IPA evaluates firms based on...
September 19, 2023 — West Palm Beach, Fla. PracticePro 365™ helps CPA and other professional services firms across the country improve their productivity, grow revenue, and visualize their data from its unified Microsoft cloud platform. PracticePro 365 is pleased to...
Accounting firms are desperate for business intelligence. Despite being awash in data, the process of locating it, analyzing it, and most importantly, extracting insights from it can be an exasperating experience. All too often, data related to accounts receivables,...
Business development in accounting—or in any professional service for that matter—is based on developing contacts and cultivating relationships. To that end, every rainmaker has his or her “magic list.” Back in the day, that list of contacts was often kept in a...
Cash flow is the lifeblood of professional services organizations. While cash may be king, the billing and collections process is often treated like a pauper from a technology standpoint. Within many firms, spreadsheets and manual systems are commonly used to bill...
Before revenue comes in, invoices must go out. As simple as it sounds, many accounting firms find this basic business principle difficult to execute. The culprit? Antiquated, legacy systems that don’t provide the automation and visibility needed for accountants to...
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