
Smart Client Management: The new skill every accounting firm leader must master
Your firm probably relies too much on tax season for revenues. That’s means you’re taking on too many clients and piling too much work on your employees.
Your firm probably relies too much on tax season for revenues. That’s means you’re taking on too many clients and piling too much work on your employees.
Historic backlogs at the IRS have led clients to contact accounting firms in a panic, wanting to know where a refund is or why an unexpected tax notice has arrived.
This eBook, written by noted small-business expert Gene Marks, provides a playbook for 2022 for firms and small businesses. In it, Gene outlines the challenges owners will face in the year to come and how they can overcome them to keep their businesses growing. Download this eBook to discover strategies for overcoming the challenges of: […]
The great resignation has made hiring employees challenging. But the challenge doesn’t end when an employee starts with a firm.
Security is a problem that keeps firm owners and managers awake and night, and it should. But there are steps firms can take to make themselves as secure as possible and minimize the threat of a devastating cyberattack. This eBook walks through five of them. In it, learn: The warnings signs of a cyber attack […]
Ransomware attacks happen once every 5.5 minutes.
Competition is fierce in the accounting industry, with compliance services becoming commoditized and online alternatives siphoning off clients. Firms need to differentiate themselves, and the best way to do that is to provide superior client service. Read this eBook to discover: Why the accounting industry has become so competitive How mastering client service enables firms […]
Now is a great time to invest, but how can business and firm owners acquire and implement the right technology without breaking the bank or burdening their staffs? In this eBook, Gene Marks, CPA and noted small-business expert, shares 5 “imperatives” every business owner must consider when looking for new technology. Read it to discover: […]
You need to keep your firm moving forward by offering new services to clients and keeping employees happy and productive. But when servers need maintenance, software needs updating and security issues become scary, dealing with IT issues can take precious time away from running your business. In this eBook, learn about outsourced IT and what […]
Too many accounting firms fail to take internal processes into account when using technology, focusing only on clients—and failing on both fronts.
Remote work is tough for any professional to manage by themselves—but when you’re a CPA, and dealing with financial data, there are legal repercussions for not getting it right. That’s where this eBook comes in.
A new survey demonstrates how accounting firms changed the way they operated during the tumult of 2020—and reveals which of those changes are likely to be permanent. How does your firm stack up? Find out.
Learn how to deliver quality, highly effective, and profitable client advisory service offers in 8 steps.
6 Tips for Growing Your Business in 2021...and Beyond
This event was originally held on April 27, 2021 and is now available for on demand viewing.This archived version no longer qualifies for CPE, but please click below to register and view the event Register Now! A certificate of attendance will be offered. COVID accelerated the adoption of remote work for virtually every […]
Firm owners are always looking for ways to cut costs. If anything, the COVID pandemic demonstrated the importance of cost cutting and expense avoidance.