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As a leader in your firm, getting to know the people who work for you and the clients you serve is essential. By asking questions and...

Over the past year, I’ve had the opportunity to help produce podcast episodes for Boomer Consulting, Inc, The Boomer Briefing. But, the...

Due to the nature of their work, CPA firms have access to their clients’ tax returns, sensitive personal data, financial information, and...

by Paul Nagy, Chief Product Officer, Iris Software Group As the accounting industry continues to evolve to meet new client needs,...

Managing a growing firm and serving clients is a challenge. It requires multiple people, applications and processes. To deal with the complexity, lower costs, boost productivity, increase accuracy and support greater efficiency, firms undergo process improvement initiatives. However, the approaches of process improvement you used yesterday may not work today or in the future. Automation, outsourcing and skill shifts impact what works, what doesn’t and what your firm can do to

Previously Published in Accounting Today | September 2022 Uncertainty. The capital markets don’t like it, nor do most professionals or their clients. The current talent market, new technology, interest from private equity and now The Inflation Reduction Act (IRA) continue to bring more uncertainty to our profession. While resiliency is important, adaptability is required to move forward into new opportunities. Professionals and firms who have an updated vision and plan have

I recently attended the Unstoppable conference in Scottsdale, AZ and had the opportunity to hear Patrice Washington speak on redefining...

Accounting firms and companies around the globe are in the midst of many finance and accounting professionals’ least favorite times of...

At some point, you’ve probably been called—maybe even referred to yourself as—an introvert or extrovert. Psychologist Carl Jung coined...

AI in accounting provides incredible insights by mining a firm’s existing data and turning it into actionable information. Contact us for...

Cloud-based software has quickly taken over the digital world, outpacing desktop software in a number of ways and providing newfound...

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....

If you want to grow your firm in 2023, consider incorporating growth marketing strategies. There are several ways to do this. You can...

When looking at an organization’s level of success, we often forget about the people behind the organization that drive revenue, profits, client relationships, growth and culture. We know an organization can be negatively impacted by hiring the wrong person. A bad hire impacts the organization’s productivity and has financial costs, but it also affects overall employee morale. Recruiting is an essential business strategy. But finding the right “who” for a position isn’t a wa

This summer, I attended Connections 2022, put on by the CPA Firm Management Association. While it wasn’t my first in-person conference...

During the pandemic, many people switched from being on-site full-time to working entirely from home or in a hybrid environment. This was...

Since the pandemic, the accounting industry has seen an enormous shift. With the acceleration of digital adoption, clients are...

Chris Vignone, with 25 years of public and private sector sales tax experience, founded PM Business Advisors to specialize in state and...

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 firm leaders agree they don’t have enough people to properly serve the number of clients they have. Yet when we bring up the idea of client filtering, we get pushback. “We can’t get rid of all our {fill in the blank} clients! That’s $X annual revenue!” I realized maybe we’ve been approaching the client-filtering conversation all wrong. Inst

Virtually everything about the way we work has changed. Jobs and tasks are being redesigned to use more essential human skills augmented...