Article

November 15, 2019 

Traditional compliance services like taxes and audits have long been the bread and butter of many accounting practices. However, clients are increasingly requesting new services beyond that scope such as bookkeeping, payroll, and advisory-level collaboration. Firms eager to create new revenue streams and stronger ties with clients respond by expanding services and adopting technology that...…

Pete Potsos

November 15, 2019 

As you consider the home healthcare industry vertical for your firm, begin with the why. Why now? Why this industry? Why this geographic location? Why should they work with us? Why is it important to the firm’s bottom line? Once you know your why, you’re on your way to creating a marketing plan with purpose....…

Becky Livingston

November 15, 2019 

To ensure success in an environment where available accounting talent is limited, managers must move away from the idea of a new hire having a perfect resume. Instead, focus on identifying promising candidates who you can develop and who fit your ...

Paul McDonald

November 13, 2019 

How can CFOs themselves use technology to be more efficient and effective? As a Chief Operating and Financial Officer, father of four daughters, and a newly minted girls lacrosse coach, I’m always looking for ways to save time.

John Ewert

October 22, 2019 

Time is the CFO’s most precious resource. The role is expanding beyond financial reporting and forecasting to strategy and innovation, and that means we have more on our plates than ever before including helping the business find, evaluate, and deploy ...

John Ewert

October 17, 2019 

In your life, you probably use a great number of experts for your personal affairs, the people with whom you make appointments. You have a doctor, certainly, and a dentist. Maybe you have some other medical professionals as well depending on your or your family’s health situation. You probably have a family lawyer, a hairdresser/barber,...…

Gail Perry

October 17, 2019 

We all love our furry friends – so are there apps that can help us take care of our pets and share our lives with our pets? You bet! Here are some apps that are destined to be your next best friend.

Gail Perry

October 16, 2019 

The nature of SaaS financial operations make automated, cloud-based financial operations a must-have. Managing the operations and finances of a traditional business versus those of a SaaS business are vastly different. As SaaS businesses grow, their ...

October 16, 2019 

The opportunities in this space are limited only by your imagination. If your firm is considering supporting pet care and dog walking clients, here are some fun ways to harness them.

Becky Livingston

October 16, 2019 

What is branding, really? It is often misunderstood and associated with huge dollar investments – or it is thought to be simply redesigning a firm’s logo or meant for only large accounting firms. None of this is correct. Brand development is a strategy that can be used by CPA firms of all sizes because it...…

Jean Caragher

October 15, 2019 

Ghosts and goblins may spook you this Halloween, but what’s far scarier for your business is the current talent shortage haunting the accounting industry. Still more frightful is the fact that employees today are more willing than ever before to seek ...

Jodi Chavez

October 15, 2019 

Is pressure pushing people to excel or crumble? Or has pressure’s character led your people toward negative, even unethical behaviors?

Garrett Wagner