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In part one of this two-part series, I talked about how you can implement our first two smart pillars: Smart Firm Management and Smart Client Management. Applying these two concepts…
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;…
*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…
Tax security is the law, and firms that don’t meet IRS cybersecurity requirements cannot legally operate a large segment of their businesses. But what does it take to comply? Adopting…
Prevent Cyberattacks by Partnering With a Vendor That Offers a Cloud Security Solution With These Five Must-Have Capabilities In a constant news cycle of cybersecurity events, this month’s news…
As if you weren’t aware of cybersecurity already, October is Cybersecurity Awareness Month. Of course, security has become such a dominant issue for accounting firms and businesses of all types…
Recently, I attended the CPAmerica Leading Partners Retreat held at the Greenbrier in White Sulphur Springs, W.V. Nearly 200 accounting firm leaders attended, all seeking to stay current on innovation…