Firm Management August 7, 2026
Building an AI-First Culture (Without AI Slop)
Leaders who draft their own first pass and summarize before escalating to the board or partner group make “AI-first” credible instead of aspirational.
Firm Management August 7, 2026
Leaders who draft their own first pass and summarize before escalating to the board or partner group make “AI-first” credible instead of aspirational.
August 7, 2026
August 7, 2026
December 8, 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
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
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
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
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...…
December 3, 2020
ImagineTime, a leading practice management software provider for the accounting industry, has acquired Mango Billing and has integrated it into its next-generation practice management solution foraccounting firms.
December 3, 2020
With the release of QuickFee Installments – the first-ever “Buy Now, Pay Later” product designed for professional services – QuickFee is poised to become the global leader of the emerging “Advice Now, Pay Later” model. More than 30% of the ...
December 2, 2020
Although podcasts are a popular commuter pastime and commuting is down somewhat during the pandemic, podcast measurement company Chartable reports that podcast downloads in September increased 150 percent over January of this year.
December 1, 2020
Ace Cloud Hosting Acecloudhosting.com 866-445-6753 From the 2020 reviews of hosting systems for accounting firms. Ace Cloud Hosting is a hosting provider that offers an excellent selection of hosting services for a variety of industries. An authorized Commercial Host for QuickBooks Desktop applications, Ace Cloud Hosting also hosts tax software such as Drake Software along...…
December 1, 2020
BDO USA, LLP, one of the nation’s leading accounting and advisory firms, has announced the addition of four professionals from Cosyntris Advisory Network, a full-service registered investment advisor consultancy. The combination is subject to customary closing conditions and is expected to be completed on December 1. “I am pleased to welcome Cosyntris Advisory Network to...…
November 28, 2020
By Pete Schile. In the world of accounting and finance, it’s not if we will reconcile accounts, it’s when we will reconcile accounts. Likewise, it’s not if we will experience a cyber attack, it’s when we will experience a cyber attack. It’s bound to happen. As accountants, one of our key responsibilities is to highlight...…
November 28, 2020
With the pandemic causing vastly more businesses to have employees work remotely, including accounting and bookkeepers, its even more important that businesses who receive checks move their clients to the more secure and manageable process of ...