Firm360

Thrilled to announce Firm360 has been recognized as a leader by all three Gartner Digital Markets brands - Capterra, Software Advice, and GetApp! What makes this special? These awards are based on verified reviews from accounting firms who use our platform daily. Real feedback from professionals who understand the challenges you face. Key recognitions: • Capterra Practice Management Shortlist • Software Advice FrontRunners for Practice Management & Billing • GetApp Category Leader As one operations director shared: "This program turned my firm around. It helps us stay organized, stay up with client engagement, and revolutionized our billing process." Built by accountants, for accountants - because your firm deserves software that truly delivers. #AccountingTechnology #PracticeManagement #Innovation

Accounting firm leaders are sitting on a goldmine of data - but are they using it effectively? 📊 Our latest deep-dive explores how to leverage data analytics and KPIs to: • Optimize resource allocation • Enhance client profitability • Improve cash flow management • Boost staff utilization Whether you're managing a growing practice or fine-tuning operations, these insights will help you make data-driven decisions that drive results. Ready to transform your firm's operational excellence? Read the full article here: https://hubs.ly/Q02Z4l0-0 #AccountingPracticeManagement #DataAnalytics #FirmGrowth #AccountingLeadership

Something special happened at the National Conference of CPA Practitioners (NCCPAP) Accounting & Tax Symposium this week. One of our clients, James Hall of Hall CPA Group LLP, was chatting with us at our booth when he mentioned a feature he wished we had. Our director of sales showed James our new Proposals tool (released this week), and James's excitement was contagious. It was exactly what he had been envisioning. Nothing validates our mission of building software "for accountants, by accountants" quite like seeing our clients' faces light up when they discover features that truly understand their needs. Thank you James for being such an amazing advocate! 🙏 #Firm360 #AccountingTechnology #CustomerSuccess

Join us next week as we connect with fellow accounting professionals and share insights on optimizing practice management. Stop by our booth to discover how Firm360 is revolutionizing workflow automation and client collaboration. We're looking forward to engaging with the National Conference of CPA Practitioners (NCCPAP) community and supporting continuous education in our industry! Get your tickets at the link in the comments. #AccountingTech #PracticeManagement #NCCPAP #AccountingIndustry #TaxProfessionals

The accounting landscape is evolving, with firms increasingly leveraging offshore talent to complement their onshore teams. But how can you ensure seamless integration and maintain high-quality service? Our latest blog post dives into best practices for managing remote accounting teams: • Establish a strong leadership structure • Implement effective communication strategies • Develop comprehensive onboarding processes • Set clear expectations and performance standards Whether you're an operations director streamlining processes or a managing partner looking to scale efficiently, these insights will help you transform challenges into opportunities for growth. Read the full article to learn how you can create a cohesive, high-performing team across borders. #Accounting #PracticeManagement #RemoteWork

Accounting firms, are you ready to boost your productivity? 📈 Our latest blog post dives deep into how cloud technology is revolutionizing accounting practice management. Discover how cloud-based solutions can help you: Streamline workflows and automate routine tasks • Enhance team collaboration, whether in-office or remote • Improve data accuracy with real-time reporting • Scale resources efficiently as your firm grows Don't let outdated systems hold you back. Learn how firms like Banks, Gray & Crumpler, PLLC grew their average revenue per employee by over 25% using cloud technology. Read the full article to see how you can transform your firm's productivity and set the stage for sustainable growth. Your journey to a more efficient, profitable practice starts here! #AccountingTechnology #Accounting #PracticeManagement https://hubs.ly/Q02T0gVq0

Interesting news aiming to address the talent pipeline challenges for CPAs. The AICPA and NASBA are proposing a competency-based experience option for CPA licensure. This new pathway could provide more flexibility while maintaining the rigorous standards of the profession. Key points: - Candidates would demonstrate professional and technical competencies - Still requires a bachelor's degree, 1 year of experience, and passing the CPA exam - Aims to address talent pipeline challenges in accounting What do you think about this potential new pathway? How might it impact talent acquisition and development in your firm? #Accounting #CPALicensure #AccountingProfession #ProfessionalDevelopment https://hubs.ly/Q02Qg6RP0

Accountants, let's talk about vacations. Can you truly unwind, or are you constantly tethered to your email? A recent AccountingWEB survey reveals a common struggle: many accountants check emails daily while on vacation. It's a testament to their dedication, but at what cost? Key insights: • Strategic planning of time off helps, but client demands can still intrude • Some find a middle ground by setting clear boundaries and expectations • Complete disconnection, while challenging, can lead to renewed motivation and perspective As accountants, you're committed to your clients. But remember, taking time to recharge is crucial for long-term success and well-being. How do you manage your work-life balance during vacations? Share your strategies below. #AccountingLife #WorkLifeBalance #PracticeManagement https://hubs.ly/Q02M51jX0

Accounting firms are finally addressing the elephant in the room: compensation. But is it enough? Recent salary increases by major firms like EY, KPMG, and PwC are a step in the right direction, but they're just the beginning. To truly attract and retain top talent, firms need to: • Exceed, not just match, salaries in other business fields • Commit to work-life balance, even during busy seasons • Provide funding for the extra education required for CPA licensure The accounting profession demands more from its entry-level staff - longer education, difficult licensing exams, and intense work hours. It's time for compensation to reflect these unique challenges. What do you think? Are these salary increases a game-changer, or do firms need to do more to revitalize the accounting pipeline? #AccountingCareers #TalentRetention #WorkforceDevelopment