West Palm Beach, Fla., – October 22, 2012 – Steven Templeton, Managing Partner of Templeton & Company, was named a Managing Partner Elite according to Accounting Today in the October 2012 issue. Ten outstanding managing partners of accounting firms were selected nationally for the inaugural List. Steve founded Templeton & Company in 1990 to create […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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