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*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. In the competitive world of business, small to medium-sized accounting firms often find themselves juggling numerous responsibilities. Among these challenges,…

This blog is part of the August Thought Leader newsletter. We’ve all heard the song, “The Wheels on the Bus,” and a lot of you have heard us say (over…

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…

I recently participated in the New Horizon Group (NHG) think tank hosted by the AICPA. The group discussed key trends and opportunities impacting the accounting profession. The NHG consists of…

Take a look around your firm. How many staff members do you suppose are thinking right now, “Am I OK?” (Hint: You may be surprised.) And under the guise of,…

Each February, the CPA Consultants’ Alliance (CPACA)—a consortium of 15 leading consultants focusing on the accounting profession—meets to discuss how to improve the profession. During this meeting, alliance members ruminate…

Here’s a number for you: 300,000. According to the Wall Street Journal, that’s the number of US accountants and auditors who have left their jobs in the last two years….

I’m just speculating here…but it’s never appeared to me that new employees took a job in our profession with the idea that they were already looking for another job. With…

“Instead of worrying about what you cannot control, shift your energy to what you can create.”– Roy T. Bennet All right, firm leaders. It’s time to address the elephant in…

Why do employees search for greener pastures? In the case of accounting employees, there are several reasons they might be inclined to search for new job opportunities, such as: Lack…

Busy season is right around the corner. And while we don’t suggest implementing new automation tools or changing an accounting process during tax season, there’s still time right now to…