Firm Management December 11, 2025
Client Experience as a Growth Strategy: Moving Beyond Compliance
Today, compliance isn’t enough to differentiate your firm. If you want to stay competitive, you need to focus on CX.
December 9, 2020
Pandemic-Era Burnout: How to Protect Your Finance Team
The COVID-19 pandemic has made 2020 one of the most stressful years ever for finance workers — and has led to a rise in burnout. Many staff are classified as key workers and have been toiling around the clock to deliver essential services, often with ...
December 9, 2020
Anduin Launches AI-Powered Accounts Receivable Platform for Accounting Firms
Anduin, a new technology company helping accounting firms streamline accounts receivable with artificial intelligence, has announced the official launch of the company and its Intelligence-Based Billing platform to unlock time and money for ...
December 9, 2020
2020 in Review: CPA Firms Redefine Their Role with Small Business and Ramp Up Advisory Offerings
CPA firms reaffirmed their value to small business clients in 2020, even as they reshaped the way they deliver their services, said Erik Asgeirsson, president and CEO of CPA.com.
December 9, 2020
How Can CPAs Adapt to Changing Client Needs?
Accounting firms must embrace new technology to continue to enhance their value for clients. In a recent survey, 66 percent of accountants said their firms needed to utilize technology more to compete. Advances in technology can provide new ...
December 8, 2020
Secure Your Firm’s Future with Leadership Development
Leadership is the cornerstone of your firm’s future. A question all firm owners should be asking is: how is your firm’s foundation for ensuring long-term success and growth?
December 8, 2020
Bill.com Releases 2020 State of Bookkeeping Practices Survey Revealing an Industry Anticipating Growth
Despite the COVID-19 pandemic, the survey revealed that firms are excited about the future, with 80 percent of respondents saying they expect significant growth through 2022. Much of this growth can be attributed to cloud technology changing the way ...
December 8, 2020
12 Elements of a Cyber Attack Response Plan
Every organization and department must take responsibility for its own security requirements, including planning for cyber incident response and recovery. From an accounting and finance perspective, outlining key considerations for acting upon ...
December 8, 2020
Tax Season Preparation Best Practices for 2020
The people in your firm will determine the success or failure of your business. They are your most important asset. Yet, a bad hire can drive away clients and poison morale. My team is important, and while I intentionally invest my time and money in ...
December 7, 2020
COVID Work From Home Analysis Shows Many Workers Feeling Discouraged or “Trapped”
While some employees blossomed working from home, the survey also found a significant decline in mental health across all industries, seniority levels, and demographics. Job satisfaction, job motivation and company satisfaction were also negatively ...
December 7, 2020
Focusing on Advisory Services During a Pandemic
While in recent years many accounting professionals have been making the shift from compliance to advisory services, the COVID-19 pandemic accelerated the urgency of this transition. 2020 has created all kinds of new challenges and questions for ...
December 4, 2020
2021 IT Predictions and 2020 Results
Not one of us could have predicted the year 2020 would turn out to be, but almost everyone would agree that we are hoping 2021 will bring a return to some degree of normalcy in our day to day lives. The good news is that throughout the ongoing ...
December 4, 2020
Gratitude and Self-Care During the Holidays
There’s no denying that the holiday season is going to look a whole lot different this year. Without widespread immunization from Covid-19, which is still months away at minimum, mass travel and large gatherings will be limited. However, just because our holiday calendars look different, doesn’t mean the holiday spirit needs to take a year...…