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smart client management

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A question we’ve heard frequently from Rootworks members is, “How can we increase our firm’s capacity?” Between the accountant shortage and hellish tax seasons, firms find themselves in way over…

It’s very possible that there’s never been a more difficult time than now to run a modern accounting firm. A confluence of factors is coming together to make running a…

It’s no secret that staffing is a massive issue for accounting firms—and it’s not likely to become easier anytime soon. If your firm is like most others, it’s difficult both…

The traditional accounting business model is no longer adequate to support a highly profitable and sustainable firm. The old ways of taking on any client who walks through the door;…

If your accounting firm isn’t data-driven, then nothing is driving it at all. And if you don’t have access to reliable and useful data, you’ll probably never be able to…

*This blog is part of the April 2023 Thought Leader newsletter Not to date myself, but as someone who’s been around the accounting profession for more than three decades, I…

The number of young college graduates choosing to become accountants is shrinking. As demand for accountants shows no signs of abating, that’s a problem for firms and to the future…

Let’s face it. Tax season is a marathon.   And in this post-pandemic world, it’s a marathon we need to prepare for differently than before. As staff leave for firms…