Article

information-technology1_11521180

May 19, 2020 

Staying in Touch

If we can maintain the level of communication and information sharing that surrounds us as we make it through each day of this pandemic, continue to innovate, care, listen, empathize, and just plain muddle through together, and offer suggestions ...

Gail Perry

video computer Pixabay User Mohammed Hassan 5059159_640

May 19, 2020 

8 Tips for Boosting Morale in Remote Teams

In this new reality, managers need to be mindful of issues particular to remote work that might impact morale, be it a communication breakdown or employees feeling disconnected and isolated. Here are 8 tips for boosting team morale from a distance.

Paul McDonald

Practice management

May 19, 2020 

2020 Reviews of Practice Management Systems

While traditional time and billing has been the backbone of most practice management applications, today, most practice management applications also include CRM, project management, and financial management modules as well, providing firms with ...

Mary Girsch-Bock

leadership_chess_pixabay_O12_-2727443_960_720

May 18, 2020 

Workforce Management During a Pandemic

These are unprecedented times, as leaders try to manage staff amid the COVID-19 pandemic. While some companies have had to furlough staff or make cutbacks, others have been able to maintain operations by asking their employees to work remotely to ...

tax  business forms 1_.56b7731687830

May 15, 2020 

What’s the Best Entity Type for a Family Business?

Most of your clients probably started their family business solo and with little thought to what happens to the business when the owner gets married and has a family. Smaller owner-operator businesses are usually structured as sole proprietorships with...

Nellie Akalp

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