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Building Critical Thinkers in Your Firm
In every firm, there are at least two levels of thinkers. There's the strategic level – the people who see the big picture and where the...
Aug 29, 20234 min read


Practical Uses & Policies for Using Generative AI in an Accounting Firm
In the accounting profession, it's critical to stay ahead of the curve when it comes to technological advancements shaping how you do...
Aug 29, 20234 min read


Evolving Performance Management: Emphasizing Career Focus
Performance management is undergoing a paradigm shift in accounting firms and across the business landscape. We see a movement away from...
Aug 29, 20233 min read


Surviving the Skills Shortage in the U.S.: A Guide to Thriving
The skills shortage is a critical issue facing businesses worldwide, and those that fail to address it may struggle to achieve their...
Aug 29, 20234 min read


Executing a Successful Automation Strategy by Unifying BPM and RPA
In today's dynamic business environment, organizations are constantly seeking ways to optimize their operations, improve efficiency, and...
Aug 29, 20235 min read


Building a connected ecosystem: Integrating APIs for seamless accounting workflows (H1)
Like many industries, the accounting profession is in the midst of profound change. The impetus behind this transformation is...
Aug 29, 20234 min read


Bridging the Generational Gap with Business Development
There are five generations in the workplace for the first time in history. People often view this situation as a negative—a conflict firm...
Jul 25, 20234 min read


Innovation & Communication…the great differentiators!
Automation and outsourcing are not enough to sustain success and remain future ready in the accounting profession. Challenges are...
Jul 25, 20233 min read


Evolving Your Service Offerings: Moving from Compliance to Advisory
The competitive landscape in accounting is becoming increasingly crowded. So firms must think ahead and look for ways to evolve their...
Jul 25, 20233 min read


Future-Proofing Your Content Creation Plan for Your Accounting Firm in the Age of AI
The rise of artificial intelligence (AI) is revolutionizing various industries, including marketing. As an accounting firm, it is crucial...
Jul 25, 20235 min read


Systems Thinking: The Key to Successful Technology Decisions in CPA Firms
Technology decisions can be overwhelming for many Managing Partners and other firm leaders. There are countless software options, each...
Jul 11, 20233 min read


Which Comes First: Technology or Process?
It's the age-old question for firms: which comes first, technology or process? Summer is the season for implementing new technology in...
Jul 11, 20233 min read


Simplifying Your Firm's Technology Stack: A Guide to Replacing Major Applications
CPA firms rely heavily on technology applications to drive their business operations. But with so many applications across multiple...
Jul 11, 20233 min read


Understanding the Vital Roles and Responsibilities of a Data Privacy Officer (DPO)
In our digital era, data privacy concerns have become an increasingly pressing issue for both your firm and your clients. Many countries...
Jul 11, 20233 min read


Engagement vs. Camaraderie: What Are You Building?
Building a strong culture within your firm is essential to keeping your team motivated and rowing in the same direction. However, it...
Jun 13, 20233 min read


The Benefits of Employee Resource Groups
In today's dynamic and diverse workplace, organizations must evolve their diversity, equity and belonging (DEB) strategies. One way to do...
Jun 13, 20233 min read


Outsourcing for a Department of One
If you're a one-person department in a CPA firm, you may wear many hats while juggling ever-increasing workloads and responsibilities....
Jun 13, 20234 min read


5 Trends Fueling the Future of Process
Staying at the forefront of smart, intentional change in your firm can be tough. Technology and best practices change quickly. So how can...
May 24, 20234 min read


A Process for Building Brand Awareness on Social Media
Social media can be an incredibly powerful tool for driving brand awareness, and having employees engage and share can extend your reach....
May 24, 20233 min read


Improve Your Email Communication with Video
Are you looking for a way to have your emails to clients stand out? Video is an excellent tool to help you create engaging content and...
May 24, 20233 min read
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