Firm Management

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April 12, 2022 

Your Firm and Your Staffing

Having a somewhat "normal" tax season behind us certainly feels good. While it would be nice to have COVID behind us and the IRS caught up, these issues may be part of our "new normal." Unfortunately, staffing issues also seem to be part of the new ...

Randy Johnston

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April 10, 2022 

How Firms Can Retain Top Talent During the Labor Crunch

Today’s accounting world faces an unprecedented challenge: How can firms scout and retain top talent from a perpetually shrinking pool of accounting professionals while avoiding undue burdens brought by inflation?

Practice management

April 7, 2022 

Why Financial Advisors Need to Level Up Their Customer Databases

Technologies like Customer Relationship Management (CRM) tools can help FAs stay organized amid this demand—that is, if they leverage the tools to their full capabilities. While many advisors already maintain a customer database, these systems are ...

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April 4, 2022 

7 Tips to Increase Client Referrals to Your Firm

Top-quality service isn’t a one-time deliverable, but a long-term habit. Make a point to consistently deliver more than what your clients are looking for and anticipate their needs. You’ll start to see more referrals than ever before.

 How to Consistently Get Paid on Time without Alienating Clients

April 1, 2022 

How to Consistently Get Paid on Time without Alienating Clients

Having a steady income stream is critical to your survival when you’re a small business owner or self-employed – your bills can’t wait and you have to put food on the table. Even a single delayed payment can hurt. Multiple missed payments could well ...

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March 31, 2022 

The State of AI in Professional Firms

Because AI can be a useful solution for accounting firms struggling with increasing amounts of data, using AI can significantly reduce the amount of time spent on tedious tasks, allowing staff to focus on areas that require their expertise, such as ...

Mary Girsch-Bock