Make your journey to the
Next Generation without
reinventing the wheel.
I’ve been down this road, and our team has drawn from those experiences to give you an easy-to-follow roadmap to building the kind of business you desire. Watch this short video to learn more, and get started with a free subscription and download of our Next Generation Accounting Firm Guidebook. The insight you gain will help you transform your professional and personal life.
—M. Darren Root, CPA.CITP, CEO
News and Views
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CPA Practice Advisor’s Strategic Partner Retreat may be the most important event you attend this year
Posted by: Wade Schultz on 5/1/13Ongoing education is critical in the accounting profession. As the landscape continues to change, firm leaders have to be proactive in keeping in front of changes in technology, best practices, branding, marketing, and every other element of a well-run, successful firm. The 2013 Strategic Partner Retreats, offered by CPA Practice Advisor, provide a powerful forum for learning what it takes to crea…
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Find and Keep Clients With QBO and QBOA
Posted by: Intuit on 3/25/13If you prepare tax returns or work with small business owner books, you may feel frustrated from client questions about how to record the purchase of a business vehicle for example, or how to properly reimburse employees for mileage. Small business owners can be challenged by their books and this can put accounting professionals in a bind to do cleanup work in our heaviest work season.…
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SmartVault Debuts in Intuit AppCenter
Posted by: Darren Root on 3/6/13SmartVault is the first to offer integrated online document management for QuickBooks Online customers, which is now available in the Intuit AppCenter. The integration allows QuickBooks Online users to attach and view source documents (such as receipts, bills, and invoices) directly from within QuickBooks Online—supporting a completely digital and collaborative accounting workflow. SmartVault s…
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Darren Root stays in front of change by meeting with profession-changing leaders at this year's Thought Leader Symposium…
Posted by: Kristy Short on 2/18/13Thought leaders and vendors discuss emerging and long-term trends affecting the profession and clients, as well as the needs of professionals, upcoming technology developments by vendors and long-range strategies. Dallas is the center of the public accounting world this weekend, as the nation’s most respected and influential leaders in or serving the accounting profession meet at the 2013 CPA P…
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Read about Darren Root’s personal journey in transforming his firm. Learn how to adopt a new mindset and think like an entrepreneur, rather than a technician, and create a dynamic, productive business with lasting value.
