Article

Chatbots[1]

May 13, 2020 

How to Leverage Chatbots in your Firm’s Marketing

If you’re wondering if your firm should create a chatbot, you’re asking the wrong question. Rather, you should be asking, “When we create a chatbot, what do we want users to gain from using it?” Maybe you’re even wondering how a chatbot can save your firm money, time, effort, or energy? No matter what your...…

Becky Livingston

Adaptability

May 13, 2020 

Adaptability is the Key to Business Continuity

The economic fallout resulting from the coronavirus will test the ability of companies to adapt to a business climate that is changing daily. Companies that are agile enough to adapt to new working paradigms, new ways of servicing clients and new technolo

Lil Roberts

Automation_technology _.5558c5b706074

May 12, 2020 

Do You Have a Clear Practice Management Vision?

In these challenging times of pandemics and work-at-home, tools to manage the practice, team members, and workload help. Most firms report that advisory work has currently exploded while helping clients manage cash flow, apply for SBA and PPP loans ...

Randy Johnston

Coronavirus_Checks_Payments_Stimulus.5ea8760942764

May 10, 2020 

IRS to Taxpayers: Act Now to Speed Up Stimulus Payments

The IRS is drawing a line in the sand: It has announced that taxpayers have until high noon on Wednesday, May 13, to provide direct deposit information for their stimulus payments. Otherwise, they’ll have to wait for paper checks to arrive through snail mail (IR-2020-92, 5/8/20). We’re working hard to get more payments quickly to...…

Ken Berry, JD

Word Cloud Firm Consulting

May 6, 2020 

3 Tips for Developing True Consultants

In a tax or audit engagement, the scope of services is well defined and documented. But consulting has almost unlimited possibilities. How do you train people to recognize all of those possibilities and meet client needs?

Sandra Wiley