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Fostering Growth Through Automation
by Paul Nagy, Chief Product Officer, Iris Software Group As the accounting industry continues to evolve to meet new client needs,...
Nov 8, 20224 min read


The Next Level of Process Improvement
Managing a growing firm and serving clients is a challenge. It requires multiple people, applications and processes. To deal with the...
Oct 21, 20223 min read


Uncertainty-Leadership-Adaptability-Resources
Previously Published in Accounting Today | September 2022 Uncertainty. The capital markets don’t like it, nor do most professionals or...
Oct 21, 20223 min read


Redefining Wealth
I recently attended the Unstoppable conference in Scottsdale, AZ and had the opportunity to hear Patrice Washington speak on redefining...
Oct 21, 20225 min read


7 Tips for Surviving Budget Season
Accounting firms and companies around the globe are in the midst of many finance and accounting professionals’ least favorite times of...
Oct 21, 20223 min read


How to Leverage Extroversion or Introversion at Work
At some point, you’ve probably been called—maybe even referred to yourself as—an introvert or extrovert. Psychologist Carl Jung coined...
Oct 21, 20223 min read


Accounting Technology Software to Solve the CPA Talent Shortage
AI in accounting provides incredible insights by mining a firm’s existing data and turning it into actionable information. Contact us for...
Oct 21, 20224 min read


The Benefits of Cloud-Based Software Over Desktop
Cloud-based software has quickly taken over the digital world, outpacing desktop software in a number of ways and providing newfound...
Oct 21, 20224 min read


Are You Basing Decisions on Junk Employee Engagement Metrics?
Employee engagement has shifted from solely a human resources metric to a top priority in many firms. But we have a long way to go....
Sep 13, 20223 min read


4 Growth Marketing Trends That Can Help You Achieve Your Goals in 2023
If you want to grow your firm in 2023, consider incorporating growth marketing strategies. There are several ways to do this. You can...
Sep 13, 20223 min read


How to Evaluate Resumes the Right Way
When looking at an organization’s level of success, we often forget about the people behind the organization that drive revenue, profits,...
Sep 13, 20224 min read


How to Approach Business Development at a Conference
This summer, I attended Connections 2022, put on by the CPA Firm Management Association. While it wasn’t my first in-person conference...
Sep 13, 20223 min read


Who Owns the Keys to Your Castle?
During the pandemic, many people switched from being on-site full-time to working entirely from home or in a hybrid environment. This was...
Sep 13, 20223 min read


How a CPA firm can transition into a client advisory firm
Since the pandemic, the accounting industry has seen an enormous shift. With the acceleration of digital adoption, clients are...
Sep 13, 20225 min read


Building a Next-Gen Sales Tax Practice
Chris Vignone, with 25 years of public and private sector sales tax experience, founded PM Business Advisors to specialize in state and...
Sep 13, 20224 min read


A New Approach to Client Filtering
It seems as though every firm we speak to these days has the same problem: capacity. While there are many ways to look at capacity, most...
Aug 9, 20223 min read


Technology Budgeting: A New Hierarchy for Innovation and Reducing Technical Debt
Virtually everything about the way we work has changed. Jobs and tasks are being redesigned to use more essential human skills augmented...
Aug 9, 20223 min read


Tech Considerations for a Hybrid Firm
Over the last few months, we’ve been working on upgrading our meeting space on the Plaza in Kansas City into a complete hybrid solution....
Aug 9, 20223 min read


Are You Hiring for Education, Experience or Aptitude?
Accounting firms face unprecedented hiring challenges, and while some roles demand a high level of expertise or a CPA license, not all...
Aug 9, 20223 min read


5 Tips for Transitioning from College to Career
Transitioning from college into a career can be daunting. You just spent four years studying to get a degree, but who knows if any of...
Aug 9, 20223 min read
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