Latest Articles

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November 19, 2019 

Whitepaper: Lean Six Sigma & Automated Workflow Technology

In today’s business environment and ever-changing landscape of digital disruption, firms need to seek out every competitive advantage. One competitive advantage that leading firms have found is leveraging Lean Six Sigma and workflow technology to ...

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November 19, 2019 

The Land of the Free

If you are finding yourself struggling with issues about where to draw the line, how to price for the additional services you provide, when to tell clients you’ll have to schedule time in the future to answer their questions, you’re definitely not alone.

Gail Perry

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November 19, 2019 

Your Bedside Manner: 3 Steps to Improve Client Trust

I believe that accountants and advisors have a great opportunity to focus on improving their bedside manner for the good of the profession as well as for the good of the companies and individuals they serve. Health is a very personal thing and so is ...

Angie Grissom

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November 18, 2019 

3 Small Steps Toward Transformation

The CPA profession is undergoing a significant disruption which will change the way partners and staff work and the services firms provide. It’s an exciting time for all of us, yet even as firm leaders want to take the next steps in their firms’ ...

Jim Boomer

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November 18, 2019 

The Problem with Price

Maybe it is time to rethink how we show our value to others by ripping a page from Dell, Southwest, Allstate, Disney, GM, and just about every other major brand. They use the classic “good-better-best”—G-B-B—marketing strategy to change the customer’s ...

Garrett Wagner

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November 18, 2019 

Do Your Best Tax

If you are in the market to replace or add tools for your tax practice, there are several considerations. Vendors want to sell you new products, and they want you to be happy with the products you select. There are important characteristics that you ...

Randy Johnston

Jay Lee

November 18, 2019 

Jay Lee Joins Avalara as CMO

Lee’s appointment comes after the company’s February announcement of new executive team members. Avalara added Amit Mathradas as president and COO, Sanjay Parthasarathy as chief product officer (CPO), and Ross Tennenbaum as executive vice president of ...