Firm Management

May 18, 2020 

These are unprecedented times, as leaders try to manage staff amid the COVID-19 pandemic. While some companies have had to furlough staff or make cutbacks, others have been able to maintain operations by asking their employees to work remotely to ...

May 13, 2020 

If you’re wondering if your firm should create a chatbot, you’re asking the wrong question. Rather, you should be asking, “When we create a chatbot, what do we want users to gain from using it?” Maybe you’re even wondering how a chatbot can save your firm money, time, effort, or energy? No matter what your...…

Becky Livingston

May 12, 2020 

Effective communication is one of most important success factors in a time of crisis. Yes, communication in our current environment is challenging, given the fact that almost everyone is now working from home and it’s no longer possible for people to ...

May 12, 2020 

Up to 20,000 meals are planned to be distributed over a two-week period culminating with drops at select VA Hospitals throughout the U.S. caring for Covid-19 cases on Memorial Day, May 25.

May 12, 2020 

In these challenging times of pandemics and work-at-home, tools to manage the practice, team members, and workload help. Most firms report that advisory work has currently exploded while helping clients manage cash flow, apply for SBA and PPP loans ...

Randy Johnston

May 11, 2020 

Accounting firms are donating supplies, funds and services during COVID-19, according to a recent survey conducted by the Massachusetts Society of CPAs (MSCPA). Fifty-one of the MSCPA’s member firms and companies responded to the survey, which was ...

May 11, 2020 

‘An Accounting and Finance Professional’s Guide to Safe Work in a COVID-19 World.’

May 8, 2020 

Automation offers CPAs, accountants, bookkeepers and other finance professionals the opportunity to focus on delivering more value to clients and key stakeholders, so you can drive business forward and perform at your best. 83% of US accountants say they’ll use automation within the next three years. Discover all the ways you can be one of...…

May 8, 2020 

We all know that in any change program, the big issues are about people – and are addressed via communication and clarity; listening and addressing what threatens people or activating what motivates them.

May 8, 2020 

CPA firms that can strengthen their IT networks, improve their team’s ability to work from anywhere securely and enhance their data protection tools with the future in mind will come out the other side of the coronavirus pandemic stronger than ever before

May 7, 2020 

Rootworks will continue to operate as an independent line of business within Right Networks with founder Darren Root serving as Rootworks GM and Right Networks VP of Market Strategy.

May 6, 2020 

In a tax or audit engagement, the scope of services is well defined and documented. But consulting has almost unlimited possibilities. How do you train people to recognize all of those possibilities and meet client needs?

Sandra Wiley