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Every day, we talk with accounting firms and their small business clients. And we hear about the challenges they face. Despite technological advancements, more access to educational resources and the…
Picture it: It’s busy season, and your accounting firm is racing against the ticking clock to meet the tax return filing deadline. Your staff works upwards of 80 hours per…
*This blog is part of the 2023 October Thought Leader newsletter. Riddle me this: When is an accounting firm like a football team? Answer: When their playbook is filled with…
Just about every business owner worries about cybersecurity—and for good reason. Protecting your business isn’t getting any easier. In fact, it’s becoming more difficult, even—or maybe especially—for smaller businesses. You…
We’ve all been there. At some point in a relationship red flags can pop up…but we turn a blind eye. Or we make excuses such as: “They’re going through a…
Is your firm spending too much time on client service? Sometimes you can do more with less by offering tiered support.
Spoiler alert: Your firm’s brand is more than just a logo or the colors you’ve chosen; it’s so much more than that. It’s the heartbeat of your firm that resonates…
You’re already dreading it a little bit, aren’t you? Even before you finish the season of business taxes, tax season 2024 looms. It’s always there…the monster that eats winter and…
Hiss…zap! What’s that sound? It’s the initial spark of your new client relationship. It’s that first moment of mutual understanding and alignment where you and your client realize you’re on…
*This blog is part of the September Thought Leader newsletter. Once upon a time, the tax and accounting profession’s tech stack consisted of the Microsoft Excel spreadsheet and a One-Write…
*This blog is part of the September Thought Leader newsletter. When you think about the most valuable asset of your firm, what comes to mind? Your tech stack? Your office…
*This blog is part of the September Thought Leader newsletter. Wondering how to let the world in on your awesome firm culture? We’ve got your back. Sharing your work vibe…