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January 28, 2022 

7 Ways to Grow Your Firm in 2022

Are you ready to grow your firm in 2022? There are several ways to do so, from adding more clients to offering additional services. While this list won’t tell you how to grow your firm or improve your existing services, it offers ...

Mary Girsch-Bock

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January 27, 2022 

Easy Video Topics and Tips for Accounting Firms

Host a coffee meeting weekly or once a month. That’s right. All it takes is you, a camera (cell phone is fine), and a cup of coffee. Keep the topic relevant and short. Spend 5-10 minutes with your virtual audience answering a question they might have.

Becky Livingston

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January 14, 2022 

2022 CES Tech Innovations for Accountants

Over three days I racked up 71,200 Fitbit steps in an attempt to cover the more than 1.8 million square feet of show floor, 2,200 exhibitors, and the multitude of onsite presentations and virtual announcements.

Roman Kepczyk

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January 10, 2022 

2 Firms + 1 Merger = One Firm Culture

Although the payoff of a merger can be great, it can also be high risk, not just in a financial sense. To make the merger successful, both firms need to do a great deal of planning around integrating company culture.

Sandra Wiley

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January 10, 2022 

AP Automation for More Meaningful Work

Ideally, these tools should be intelligent automation solutions - meaning that they learn and optimize the process automatically over time. Furthermore, they should be compliant with payment security and AP reporting standards.

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January 3, 2022 

4 Lessons as COVID Uncovers Fragility in Lean Manufacturing

Making changes to your clients’ operating model may require more cash flow, funding or loans. It can be overwhelming to assess those changes — and their impact on your long-term business strategy. Be your clients’ trusted advisor and work with them ...