Bill’s new client emails are an excellent and effective way to share this information. When I speak to staff members who leave the field of public accounting, they give many reasons for leaving. A ...

IMGCAP(1)]Client retention is an essential ingredient of a solid marketing plan. Oftentimes, accounting firms get bogged down looking for new clients and miss important opportunities to serve their ...

RALEIGH, N.C.--(BUSINESS WIRE)--ShareFile®, the secure, collaborative client experience solution, today announced the release of ShareFile® for Accounting, designed with the unique needs of ...

DALLAS--(BUSINESS WIRE)--In February, 2022, BaCo Tech announced that it would be rebranding to Once Accounting Technologies. It launched a temporary logo and webpage to explain the rebranding.

Accounting is heading into a new chapter. Firms are consolidating, clients are expecting more, and the way the firms operate is changing fast. For independent firms willing to evolve, that’s not ...

If it's over 60 days, we talk about it and ask the senior partner to contact the client. If there's a problem or question, we find out there instead. It takes less than 15 minutes to go through a ...