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Protecting your firm's data is one of the most crucial steps you can take to maintain client trust and ensure your firm's information is reliable, accurate and secure. However, knowing how best to structure your data governance team can be difficult. Building a team that works well together can be tricky because each member brings unique skills and expertise but also needs to work within the firm's vision and budget. In this post, we explore how you can build an effective dat

It's a difficult reality in any profession, but especially for CPA firms: employees eventually leave. It can be disruptive, have financial implications, and generally cause anxiety within your team. But there are ways to respond to this disruption by strategically looking at the positives of resignations and approaching them with an open mind. If you're a leader of a CPA firm coming to terms with one or more employee departures during the Great Recession, here's how to face t

The first few weeks on the job can have a major impact on how quickly employees become comfortable and productive in their new role....

Employee volunteerism is a company-supported initiative that allows employees to volunteer their time and resources to the community and...

As parents or caregivers, we want to educate our children, give them personal and professional development opportunities, and produce...

As we settle into a new year, now is the time to start thinking proactively about how to move your business forward. Change is constant, and so are technological advancements: between regulatory shifts, evolving client expectations, and a world of digital possibilities, it's easy to get overwhelmed. However, remaining stagnant isn't an option. So let's look at some dos and don'ts that you can put into place right away to ensure that your firm remains competitive in this ever

We all know how busy this time of year is. You and your team are dealing with high-pressure deadlines and client demands and hoping the new processes and technology you implemented ahead of busy season run smoothly. Most firms will put process improvement on hold for the next few months. But did you know that despite the chaos around your office, continuous improvement can remain an integral part of your day? Don't worry—I'm not suggesting you need to add hours of work to you

You know that employee onboarding can make or break the success of your firm. But just because it's a critical component for recruiting and retaining top talent doesn't mean you have to approach onboarding the same way as every other business. Instead, it's time to take a step back and rethink how you welcome new employees, using proven best practices to create an engaging experience tailored specifically for your team. In this post, we'll explore those key strategies and wh

Do you feel overwhelmed by your never-ending to-do list? Do you have days when it feels like there's no way to get everything done? We've all been there. But one simple change can help boost your productivity and create more capacity to take on higher-level work: task batching. This powerful technique can help you organize projects, prioritize tasks, and maximize efficiency while helping reduce stress levels on busy days. What is task batching? Task batching is a time manage

Evaluating your firm’s tools and procedures as you prepare for tax season helps identify areas in your processes that would benefit from...