Technology

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June 25, 2022 

Teamwork Makes the CAAS Dream Work

A strong CAAS practice includes three elements: people, processes, and technology. Hopefully, you’ve established a strong internal team with efficient training and processes already. The third and equally critical element to the success of a thriving ...

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June 22, 2022 

How to Set Business-Driving Goals with Your Clients

Good communication between CPAs and their clients is essential when crafting business-driven goals. CPAs and their clients should be a team, working together with a shared vision. Be clear with clients about what they want to achieve, and help them ...

Justin Hatch