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January 6, 2016

7 Habits of Highly Successful Accounting Firms

It’s clear to even passive observers that the profession has undergone a tremendous technological evolution over the past 10-20 years, moving from a service bureau and 13-column worksheets to tax software and general ledger applications.

Mark Albrecht

It’s clear to even passive observers that the profession has undergone a tremendous technological evolution over the past 10-20 years, moving from a service bureau and 13-column worksheets to tax software and general ledger applications. Even the IRS is encouraging this trend – pushing the profession towards e-file adoption.

In more recent years, a push towards digital processes and paperless file storage, the anytime/anywhere access of cloud computing, and constant flow of information and always-on communication through mobile devices, seems to have accelerated the pace of change.

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Tags: Technology

Ask Ryan Lazanis Anything

Firm Management June 9, 2026 

Ask Ryan Lazanis Anything

Tax season might be in the rearview mirror, but for many firm owners, the sprint never ends. If you feel like your firm is running you, instead of the other way around, bring your questions to Ryan Lazanis, CPA, of Future Firm Accelerate in this “Ask Me Anything” webinar.

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Mark Albrecht

CPA, MST

Mark Albrecht, CPA, MST is founder and CEO of XCM Solutions, LLC, a leading provider of workflow automation solutions to the accounting profession, and a former founding shareholder of KAF Financial Group.