Article

June 11, 2021 

Do you see the increasing use of automation, artificial intelligence, and other new technology and wonder what it might mean for your business? The fear of technology is a tale as old as time. Early technophobes thought the printing press would never ...

June 11, 2021 

When customizing your own practice and service offerings, it’s imperative that you focus on services that are going to appeal to your clients. In this month's magazine, we discuss various ways in which you can add financial planning to ...

Gail Perry

June 11, 2021 

Technology has become a significant part of our lives in today’s world. It changes how we shop, communicate with friends and family, and how we work. By implementing the right technology into your accounting department, your team can work smarter and ...

June 11, 2021 

At different moments in our lives, are attention is drawn to different things. Maybe we are excited for spring to turn into summer. Or perhaps we are eager or anxious about graduating from college. Or as we get older, nervous about our upcoming ...

Garrett Wagner

June 9, 2021 

The findings are reported in the Next Normal omnibus survey conducted by Randstad US to take a snapshot of the unique moment in the American labor market and get the perspective of workers on their professional lives, changes to it over the last year ...

June 9, 2021 

The technology tools available to assist in this area led me to prepare my first estate plan. When I ran my first personal financial planning models and estate plans in the Kettley Publishing and Back Room Technician, now Advisys solutions with over ...

Randy Johnston

June 9, 2021 

To keep costs low and productivity high, businesses must be agile and innovative — particularly during times of systemic disruption, such as a global pandemic. As the COVID-19 crisis has forced accounting firms and departments to refocus their services...

Paul McDonald

June 8, 2021 

Adding and retaining new clients remains a top priority for most CPAs and accountants. Niche marketing remains the most effective strategy to do so. This has become even more apparent since the pandemic. Clients in every industry have been impacted and...

Jean Caragher

June 7, 2021 

Women feel the strain – and pay gaps hold: One of the defining characteristics of the COVID-19 pandemic is the way in which it has upended work/life balance.

Isaac M. O'Bannon

June 7, 2021 

Along with COVID-19, fast-tracking digital transformation may have been the theme of 2020, impacting all industries — and that doesn't look like it's going to change any time soon. In fact, global investment in digital transformation projects, which ...

Jodi Chavez

June 3, 2021 

For most tax and accounting firms, COVID-19 has been a significant catalyst for change. While some firms may not have thought about having remote employees before March 2020, many have adapted to having their employees work remotely from home.

June 3, 2021 

Firms spend a significant amount of time and money creating a company culture that helps employees feel supported and drives results. In recent years, forward-thinking firms have focused on creating growth cultures rather than performance-based cultures.

Sandra Wiley