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June 3, 2021 

3 Tips for Finding Remote Staff During Covid

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.

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June 3, 2021 

6 Essential Measurements of Firm Culture

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

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June 3, 2021 

How to Use Polls to Measure Your Clients’ Needs

If I were to ask you, “What do you prefer, working or vacationing?” Which would you choose? That simple question is a poll, providing answers that inform content development to get my target market’s attention. Okay. That sounds fun for consumer brands, but are polls something B2B companies could use? Yes! Here’s why. 7 Benefits...…

Becky Livingston

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June 1, 2021 

AICPA News: June 2021

AICPA News is a round-up of recent announcements from the American Institute of Certified Public Accountants. A Quarter of American Taxpayers Don’t Have a Financial Plan For some people, submitting their tax return to the IRS is a relief as they put the paperwork out of sight, and out of mind, until next year. Others...…

Mary Girsch-Bock

retirement_accounts

June 1, 2021 

Strenghthen Your Client Relationships with Financial Planning

Marriage, divorce, remarriage, having children, or planning for retirement. All of these events can directly impact your client’s tax returns, so why not take tax preparation a step further by offering your clients a way to better plan for these events? It’s likely that you’re already doing some of the work of a personal financial...…

Mary Girsch-Bock

webcast

May 28, 2021 

A Guide to Earning and Managing CPE Credits

Earning and efficiently managing CPE credits is an essential skill for an accountant. You have to decide which courses to take, make sure they meet the necessary requirements, work it into your schedule, report them and then make sure you are always up-to

ghostbusters

May 27, 2021 

What “Ghostbusters” Can Teach Us About Conversations

Being intentional is a key to many successful habits and here it plays a major role again. The first step is to make connecting with your peers is to make it a priority. Each day spend 15 minutes twice a day to call someone and have a conversation.

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May 27, 2021 

Post-pandemic Priorities: Reassess Your Target Markets

Yay! At long last we are finally seeing light at the end of the pandemic tunnel. With increasing vaccinations, many accounting firms, technology companies and service providers are slowly moving back from remote work to in-person environments.

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May 24, 2021 

Finance Leaders Depend on Business Intelligence to Drive Change

In the windfall of the pandemic, high-performing accounting teams have adapted their operational mindset. These forward-thinking leaders have elevated their roles from process administrators to strategic partners that provide tangible, data-driven ...