Article

hacker-IT-security-Pixabay_MadArtzGraphics-1944688_1280

March 24, 2022 

Why Security Measures Are Critical for Tax Pros

Every firm is different when it comes to how they acquire, access, store or share data. Given the importance of security of your client’s and your firm’s data, it is important for you to deeply understand the procedures and practices that are in place...

fists clients pixabay mohamed_hassan paper-3213924_960_720

March 23, 2022 

Why You Need a Clear Client Communication Policy

Having a clear client communication policy is often forgotten as a part of the engagement. Everyone needs to understand the client’s part, the firm’s part, and the collaborative part. Communication policies help your firm achieve this goal. If your firm h

Automation_technology _.5558c5b706074

March 23, 2022 

How to Nurture Clients Through a Technology Change

Many firms have an aversion to change because clients are creatures of habit. Even if new technology can streamline operations and make it easier for clients to work with your firm,, there’s often hesitation before adoption.

Diversity-Pixabay-Geralt

March 13, 2022 

4 Growth Strategies that Support Your Team

When you’re worried about holding on to your talent, creating new business opportunities might not be top of mind. But I feel strongly that if you focus on these four things, you can positively impact your people while setting the firm up for growth.

Jon Hubbard

Practice management

March 11, 2022 

Stay True to You While Building a Successful Firm

Doing more work virtually allowed them to scale their services by cutting commute time, increasing their recruiting to the entire country, and more. His company figured out how to work remotely, and how to work with clients remotely, even before the ...