Streamlining Your Workday: Tools and Processes to Help Busy Professionals Take Control
Being a busy professional is tough. With constant meetings, deadlines, emails, projects, and interruptions, it's easy to feel like you're...
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Articles, Blogs and More...
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- Sep 6
- 3 min
Developing the Client Advisory Professional
More firms are expanding their advisory services and looking for ways to help their staff develop the skills needed to deliver high-value...
- Aug 28
- 2 min
Social Moments from the BTC Summit 2023
Our Boomer Technology Circles and Boomer Process Circle members have returned to their firms after our most recent Boomer Technology...
- Aug 24
- 3 min
An Inadequate Talent Pool: How alliantgroup Helps CPAs Better Serve Their Clients
The accounting world faces an impending obstacle: a shrinking talent pool for Certified Professional Accountants (CPAs). Firms have found...
- Aug 22
- 3 min
5 Steps to Prepare for Technology Planning Season
In our deadline-driven profession, certain times of the year are off-limits for technology changes. Accounting professionals are busy...
- Aug 14
- 1 min
Technology for the Lifecycle of a Growing Firm
Which comes first in your firm: technology or process? The answer is both. Most firm leaders recognize that technology is the engine that...
- Aug 9
- 3 min
Supporting Engagement & Culture with Technology in a Hybrid Firm
How we work has changed dramatically in many firms over the last few years. While some professionals continue to work in a traditional...
- Aug 8
- 1 min
NEW RELEASE - Creating a Frictionless Environment in Your Firm
As a leader in your firm, you understand the importance of investing in growth. Whether you’re a small boutique firm or a larger,...
- Aug 8
- 4 min
AI’s Impact on Audits
by UpLink AI has the potential to dramatically improve both the speed and the quality of audits, but auditor judgment is still central....
- Aug 7
- 2 min
Make it rain: Growing your business with PracticePro 365
Business development in accounting—or in any professional service for that matter—is based on developing contacts and cultivating...
- Aug 2
- 4 min
How Cloud Hosting Fuels Talent, Consolidation, and Data Security in Today's Business Landscape
In the dynamic business landscape of 2023, accounting and CPA firms face pressing challenges that require innovative solutions to drive...
- Aug 1
- 1 min
Preparing Your CPA Firm for the Future With Automation and Integration
Despite significant technological investments, most firms have not realized their vision of integrated applications seamlessly sharing...
- Jul 27
- 3 min
5 Strategies to Improve Your Recruiting Results
There's no one "right" recruiting strategy. Every firm will succeed with different strategies because firms have different cultures and...
- Jul 20
- 1 min
The Future of Technology in Accounting: 2023 Trends
If your existing team doesn’t have the expertise to build the solution internally, you will need to invest in custom development. This...
- Jul 17
- 3 min
5 Practical Steps to Protect Your Firm from Cyberattacks
It’s a fact: this year your firm will be in more danger of falling victim to cybercrime than it was last year. And although the topic can...
- Jul 10
- 4 min
Is Your Firm’s Partner Compensation Structure Holding You Back?
Compensation—particularly partner compensation—often leads to considerable debate in most firms. The discussion has only become more...
- Jun 22
- 3 min
Focusing on Ideal Clients
In uncertain economic times, many firms feel the need to take on any client they can get. Yet one of the biggest problems firms have is...
- Jun 7
- 3 min
My Takeaways from ExpensiCon 2023 in Italy: A First-Class Experience
As a consultant for the accounting profession, attending conferences is an essential part of my career. In May 2023, I had the privilege...
- Jun 7
- 1 min
2023 Most Powerful Women in the Accounting Profession
We are thrilled that our very own Sandra Wiley, Shareholder and President and Arianna Campbell, Shareholder and Consultant were selected...
- Jun 6
- 3 min
Next Up: Succession Planning at All Levels
Often, firm leaders discuss succession planning, they focus on the partner level. Which managers can they see leading the firm when the...
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