Firm Management

June 9, 2021 

The technology tools available to assist in this area led me to prepare my first estate plan. When I ran my first personal financial planning models and estate plans in the Kettley Publishing and Back Room Technician, now Advisys solutions with over ...

Randy Johnston

June 9, 2021 

To keep costs low and productivity high, businesses must be agile and innovative — particularly during times of systemic disruption, such as a global pandemic. As the COVID-19 crisis has forced accounting firms and departments to refocus their services...

Paul McDonald

June 8, 2021 

Adding and retaining new clients remains a top priority for most CPAs and accountants. Niche marketing remains the most effective strategy to do so. This has become even more apparent since the pandemic. Clients in every industry have been impacted and...

Jean Caragher

June 8, 2021 

Professionals on the Move is a round-up of recent hirings and promotions in and around the professional accounting space.

June 7, 2021 

Along with COVID-19, fast-tracking digital transformation may have been the theme of 2020, impacting all industries — and that doesn't look like it's going to change any time soon. In fact, global investment in digital transformation projects, which ...

Jodi Chavez

June 7, 2021 

Teams will be empowered to work together – in coordination with their leaders and clients – to plan where and how they work based on deliverables and responsibilities. In this flexible environment, the amount of time spent working at a BDO office, a ...

Accounting Technology Lab Podcast June 3, 2021 

The Technology Lab Podcast – Aero Workflow – 6/4/2021 Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review the business management reporting system from Aero Workflow. Use the podcast player below to listen. link to the audio

June 3, 2021 

For most tax and accounting firms, COVID-19 has been a significant catalyst for change. While some firms may not have thought about having remote employees before March 2020, many have adapted to having their employees work remotely from home.

June 3, 2021 

Firms spend a significant amount of time and money creating a company culture that helps employees feel supported and drives results. In recent years, forward-thinking firms have focused on creating growth cultures rather than performance-based cultures.

Sandra Wiley

June 3, 2021 

If I were to ask you, “What do you prefer, working or vacationing?” Which would you choose? That simple question is a poll, providing answers that inform content development to get my target market’s attention. Okay. That sounds fun for consumer brands, but are polls something B2B companies could use? Yes! Here’s why. 7 Benefits...…

Becky Livingston

June 2, 2021 

Modern firms know that optimized workflows make for a more efficient and productive workforce, supporting firm growth and profitability goals. Creating efficiencies and promoting productivity doesn’t happen by accident, requiring strategy and ...

May 27, 2021 

Being intentional is a key to many successful habits and here it plays a major role again. The first step is to make connecting with your peers is to make it a priority. Each day spend 15 minutes twice a day to call someone and have a conversation.