Firm Management

jobs24

February 13, 2019 

Job-Hopping Millennials

One of the biggest stereotypes for the millennial generation is that they are constant job hoppers,quickly hopping from one job to another and not committing to lifetime careers like prior generations. Gone are the days of accountants working 30 plus ...

Garrett Wagner

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February 13, 2019 

Do Your Best Client Management

The culture of most CPA firms supports excellent client service. While we can’t do everything perfectly, partners and team members routinely provide services that have value to the client. Determining your client needs is not something you can read ...

Randy Johnston

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February 12, 2019 

Staying Present During Stressful Times

With the busy season upon us, it’s easy to get swept up in work and forget to remain present. While I’ve always been a big proponent of tackling stress with mindfulness, it’s easy to lose sight of the moment when to-do lists seem to keep growing, and as f

Amy Vetter

 3 Ways to Show CPAs Appreciation This Valentine’s Day

February 12, 2019 

3 Ways to Show CPAs Appreciation This Valentine’s Day

There’s no better time than Valentine’s Day for accounting firms to express just how much they value and appreciate their accounting staff. After all, underappreciated employees are more likely to experience burnout and leave for a better opportunity. What’s more, 55 percent of employees will leave companies that only give out raises to keep pace...…

Staffing 1

February 7, 2019 

Four Tips for Recruiting Accountants in 2019

A new wave of freshly graduated accountants will be making their way into the job market in just a few weeks. The current tight labor market and low rate of unemployment means that they and other CPA job seekers will have many employment options ...

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February 5, 2019 

Why Modern Firms Are Quitting Email and Portals for Liscio

Liscio’s secure sharing platform with mobile app empowers firms of any size to provide their clients with a more secure, convenient, efficient, and compliant way to work. With customer experience as a primary focus of the platform design, Liscio ...

 Three Steps to Monetizing Your Data through Customer Intelligence

January 30, 2019 

Three Steps to Monetizing Your Data through Customer Intelligence

How intelligent is your company about your customer? Do you know enough about them in order to create a personalized customer experience? Understanding your customer through deep intelligence enables you to drive the right actions and experiences that can make the difference in your ability to compete in the marketplace and win with the customer....…