Diversity-Pixabay-Geralt

April 10, 2022 

How Firms Can Retain Top Talent During the Labor Crunch

Today’s accounting world faces an unprecedented challenge: How can firms scout and retain top talent from a perpetually shrinking pool of accounting professionals while avoiding undue burdens brought by inflation?

Practice management

April 7, 2022 

Why Financial Advisors Need to Level Up Their Customer Databases

Technologies like Customer Relationship Management (CRM) tools can help FAs stay organized amid this demand—that is, if they leverage the tools to their full capabilities. While many advisors already maintain a customer database, these systems are ...

1648496131___CPApracticeadvisorfeaturedimage

April 1, 2022 

The One Revenue Source You Can’t Afford to Ignore

Spoiler alert: It’s payroll services. You might not think of it as your firm’s bread and butter (that title might already belong to advising or tax planning), but payroll can be pretty lucrative—if you play your cards right. Although manual payroll has long been a snafu for accounting professionals, leading some to steer clear of...…

automation future success Pixabay User Geralt-2917048_1280

March 31, 2022 

The State of AI in Professional Firms

Because AI can be a useful solution for accounting firms struggling with increasing amounts of data, using AI can significantly reduce the amount of time spent on tedious tasks, allowing staff to focus on areas that require their expertise, such as ...

Mary Girsch-Bock

Practice management

March 29, 2022 

4 Practice Management Tips for 2022

A mainstay in larger firms, there’s plenty of reasons to use a practice management system in smaller firms as well. Designed to streamline workflow, practice management systems can also help you better serve your clients, including making it easier ...

Mary Girsch-Bock