Article

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March 31, 2021 

The Workplace of the Future

The last year has come with unprecedented challenges but also brought great opportunities for innovation and growth. For small to mid-sized accounting firms, the workplace of the future will continue to evolve and look different than the past.

Tom Barry

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March 30, 2021 

Hosting Video Calls in a Changed Business World

Doing business during a pandemic is a new experience for everyone and there isn’t a rulebook for how to navigate this new normal. Many virtual meetings can be frustrating and ineffective, but with a little thought and preparation they can be made ...

Paul McDonald

 What Do You Hear When You Listen to Your Clients?

March 18, 2021 

What Do You Hear When You Listen to Your Clients?

It’s tax time and, be it virtually or in person, we’re meeting with many of our clients. In some cases, it’s the only time all year we will hear from them. We need to gather the appropriate financial information so that we can prepare their tax ...

Gail Perry

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March 12, 2021 

Stop Selling: Who Needs Help?

By shifting into the mindset of solution providers, we become consultants and facilitators rather than worrying about sales. But to make this shift, we are called to embrace the idea of probing our clients more deeply than their taxes or ...

Garrett Wagner

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March 9, 2021 

Finance Employment Trends in the COVID-19 Era

There’s no question that the COVID-19 pandemic has redefined how we work and caused accounting and finance managers to rethink their recruitment, staffing and retention strategies. The changes may have been sudden, but many of them are ultimately ...

Paul McDonald

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March 9, 2021 

5 Reasons to Conduct a Retreat in 2021

Many CPA firms conduct annual retreats to keep them on track. With the pandemic, more firms need to consider holding a retreat to help them prepare for their future. Taking into account what we’ve learned over the past year, here are five reasons to ...

Jean Caragher

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March 9, 2021 

Apps We Love – March 2021: Games

We know you don’t work 24/7, even though sometimes it seems like it. When you take off your work hat, do you put your phone aside, or do you wind down by playing a few games? This “Apps We Love” article focuses on games, and the members of the ...

Gail Perry