Entries by Templeton Company

Templeton & Company Receives Peer Review PASS Rating

West Palm Beach, Fla., – June 28, 2013 – Templeton & Company, LLP announced today its successful completion of a rigorous peer review of its accounting and auditing practice. The reviewer concluded the firm complies with the stringent quality control standards set by the American Institute of Certified Public Accountants (AICPA), the national professional organization of CPAs. […]

John Templeton to receive Palm Beach Atlantic University’s 2012 Young Alumni Award

West Palm Beach, Fla., – September 14, 2012 – John Templeton, Audit Partner at Templeton & Company, will receive Palm Beach Atlantic University’s 2012 Young Alumni Award during Homecoming 2012. The Young Alumni Award recognizes alumni who have made significant contributions to their community and work place and have also brought honor and distinction to […]

Accountant’s CRM Use Just Doesn’t Add Up

If you don’t really know what CRM (Customer Relationship Management) stands for or what it does exactly, don’t worry because you’re not alone. In fact, take a look at this blog by high technology marketing expert John Ryan, Accountant’s CRM Use Just Doesn’t Add Up. You’ll see that CPAs have been one of the last professional services fields […]

Templeton & Company Wins 2012 Association for Accounting Marketing – Marketing Achievement Award

West Palm Beach, Fla., – June 20, 2012 – Templeton & Company won an Association for Accounting Marketing – Marketing Achievement Award (AAM-MAA) for Collaterals – Announcements/Invitations during the 23rd annual AAM Summit in partnership with the AICPA Practitioners Symposium and TECH+ Conference held in Las Vegas, June 10-13, 2012. For the 18th year, the […]

Top 10 Lessons Learned: A CPA Firm

Templeton & Company, a 50-person CPA firm headquartered in South Florida, implemented Microsoft Dynamics CRM in 2002.  Although the company has a subsidiary firm, Templeton Solutions, which a Microsoft Dynamics Partner, the accounting practice still dealt with its own struggles and challenges in rolling out the solution firm-wide.  Here are their lessons learned: Tightly integrated […]

Take the CPA Exam Challenge

One of the main challenges young individuals face when entering the field of accounting is the decision of when to take the CPA Exam, and how to balance the demands of life in the real world. The article below, discusses how our firm, Templeton & Co., a 40-person CPA firm based in South Florida, created […]