Entries by Templeton Company

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 […]

Rules of engagement: Social Media Guidelines for the CPA firm

Most CPA firms have yet to establish a social media policy, as they are likely considering the best approach to bring social media into the marketing mix. Truth be told, there is no hard and fast rule on how companies should approach this. The accounting industry is no exception, and faces particular challenges in creating […]