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Latest articles
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…
September 13, 2023
One million dollars. (Cue Austin Powers’ nemesis, Dr. Evil.) Some firms surpassed that number a long time ago and have set a new goal of $2.5 million. For other firms,…
July 27, 2023
Many accounting firms are ready to take the first step toward becoming a modern firm…but are overwhelmed with where to start. Stop me if these scenarios don’t apply to you:…
By Andy Root
May 15, 2023
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