Article

AICPA_new 2019_1_.5b1fd9ff31925

June 1, 2021 

AICPA News: June 2021

AICPA News is a round-up of recent announcements from the American Institute of Certified Public Accountants. A Quarter of American Taxpayers Don’t Have a Financial Plan For some people, submitting their tax return to the IRS is a relief as they put the paperwork out of sight, and out of mind, until next year. Others...…

Mary Girsch-Bock

retirement_accounts

June 1, 2021 

Strenghthen Your Client Relationships with Financial Planning

Marriage, divorce, remarriage, having children, or planning for retirement. All of these events can directly impact your client’s tax returns, so why not take tax preparation a step further by offering your clients a way to better plan for these events? It’s likely that you’re already doing some of the work of a personal financial...…

Mary Girsch-Bock

webcast

May 28, 2021 

A Guide to Earning and Managing CPE Credits

Earning and efficiently managing CPE credits is an essential skill for an accountant. You have to decide which courses to take, make sure they meet the necessary requirements, work it into your schedule, report them and then make sure you are always up-to

ghostbusters

May 27, 2021 

What “Ghostbusters” Can Teach Us About Conversations

Being intentional is a key to many successful habits and here it plays a major role again. The first step is to make connecting with your peers is to make it a priority. Each day spend 15 minutes twice a day to call someone and have a conversation.

Marketing word cloud

May 27, 2021 

Post-pandemic Priorities: Reassess Your Target Markets

Yay! At long last we are finally seeing light at the end of the pandemic tunnel. With increasing vaccinations, many accounting firms, technology companies and service providers are slowly moving back from remote work to in-person environments.

Finance tablet Lindex_Statistics_34965_1_.55d62086ab656

May 24, 2021 

Finance Leaders Depend on Business Intelligence to Drive Change

In the windfall of the pandemic, high-performing accounting teams have adapted their operational mindset. These forward-thinking leaders have elevated their roles from process administrators to strategic partners that provide tangible, data-driven ...

Zoom_image_Meeting6

May 24, 2021 

How Remote Work Lends Itself to Reshaping the Back Office

By Kim Lockett. The pandemic has been hard on everyone in different ways, and though the end is in sight, we’re not there yet. But, as we close in on a year and a half of working from home, we can look back with some perspective and perhaps a little pride at how we’ve adapted...…

accounting software pixabay Goumbik office 2717014_960_720

May 24, 2021 

Stuck in the Middle

Finance automation is lagging in the mid-market—where it is needed more than ever.

cloud accounting

May 24, 2021 

Using Agile Methodology on the Digital Transformation Journey

Transformation is a concept applicable to nearly every aspect of our lives: our diet, our home, our leadership style, etc. And regardless of the application, the focus is consistently the same: moving from point A (the current state) to point B ...