Firm Management

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June 2, 2022 

How Data Analytics Can Streamline Your Firm

Though data analytics will be used more broadly in the future for everything from auditing to financial planning, mastering data analytics is still a work in progress. Before data analytics can be effectively used, partners and staff must develop the ...

Mary Girsch-Bock

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June 1, 2022 

Is Your Firm at the Crossroads of Change?

The leadership of small to mid-sized accounting firms need to gather their teams and listen carefully. This is not a one size fits all situation and firm leaders must identify what works best for them. A collaborative conversation between managers and ...

Ernie Villany

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May 31, 2022 

7 Principles for Becoming a Better Listener

Great leaders are also great listeners because they seek to understand those around them. For your clients and team members, improving your listening skills will make them feel that their needs are heard. So, how do you become a better listener?

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May 24, 2022 

CPACharge Partners with Massachusetts Society of CPAs

The announcement of CPACharge partnering with the Massachusetts Society of CPAs follows the news of CPACharge’s launch of ClientCredit, the latest Buy Now Pay Later payment solution for the accounting industry. For more information about CPACharge and...

Practice management

May 20, 2022 

3 Common Roadblocks to Advisory

Tax Advisory continues to be an emerging trend in the tax and accounting industry, but why are so many still hesitant to begin their journey toward advisory services? There are a few reasons including mindset, comfort levels, and practice.