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In today’s rapidly changing world, accounting firms face more complex technology than ever. With many applications, systems and processes...

In Lewis Carroll’s Alice’s Adventures in Wonderland, when Alice asks the Cheshire Cat which way she should go, he responds, “If you don’t know where you’re going, any road will take you there.” The same can be said of a career. That’s why it’s essential to consider where you are and where you want to be. Without a defined career path, you risk overlooking opportunities and feeling as if you’re never quite in control of your destiny. Fortunately, this isn’t as daunting a task

Marketing your firm’s services can be challenging, especially when you have a small budget. The good news is that marketing doesn’t have...

Today’s CPA firm leaders face the daunting task of navigating their organizations through constant change. The ability to lead effectively through these transitions isn’t just desirable but essential for the survival and growth of the firm. Managing change likely isn’t a skill set you learned in college or any CPE course. So let’s delve into the critical leadership skills necessary for CPA firm leaders to manage change effectively. Communication Clear and transparent comm

In firms of all sizes, attracting and retaining top talent is critical to success. One of the most significant opportunities you have to set the stage for long-term employee engagement and productivity is through a well-structured onboarding process. This article delves into why effective onboarding is crucial and outlines best practices to ensure your new hires are set up for success from day one. Why employee onboarding matters Onboarding goes beyond mere orientation; i

Marketing is ever-evolving. Social media platforms rise and fall out of favor, artificial intelligence upends content creation, and...

In our work with firms, we talk a lot about buy-in. Whether we’re implementing new software or improving processes, every firm wants its people to get on board and excited about the future. While buy-in is essential, we also find that sometimes those expectations are unreasonable. You’ll never achieve 100% buy-in, and if that’s what you’re waiting for to make a change, you’re setting yourself up for failure. You can succeed by anticipating resistance and understanding how thi

Expanding advisory services is a hot topic at virtually every accounting conference and our Business Transformation Circle meetings. Some firm leaders ask how they can hire or develop the necessary skills. Others opt to purchase consulting firms to acquire the talent (and client base) to hit the ground running. Whether they build it or buy it, I caution firms not to attempt to run a consulting firm like their traditional tax and audit practices. Otherwise, you'll spend a lot

Most of us have days when we cannot stay “in the zone.” We stare at the computer, realizing we’ve done nothing for several minutes. Or, we have a to-do list that is quite long, but at the end of the day, nothing is crossed off. Tomorrow looks bleak before it even starts. How do you prevent these wasted days from happening to you? By learning–and implementing–a few new habits. Most of us have some time-wasting habits. We need to identify and focus on changing them to overcome

As human beings, it can be easy to think negatively about many aspects of our work and life. Whether it is about yourself, your company,...

by Ashley Doyen, Manager, CAS Firm Strategy, CPA.com At this very moment, many of your business clients are facing a dilemma. Facing a...

Technology is evolving much faster today than it did a few years ago. An internally built solution might address the challenges and...

For managing partners, it's easy to get caught up in the day-to-day responsibilities of running the firm and forget about employee appreciation. However, recognizing people and showing gratitude positively impacts employee engagement and team performance. According to Quantum Workplace, companies with formal employee recognition programs have 31% less voluntary turnover than companies without a program, and they're 12 times more likely to have strong business outcomes. So let

In an accounting firm, friction appears as fragmented client information, departmental silos, inefficient workflows, shadow IT, slow...

Annual goals. We all have them; we often start them in January with the best intentions. But sometimes we don't finish them. If a few goals got lost in the shuffle over the last few months, there's still time to make progress on them—if not achieve them—by year-end. And where can you improve? What can you build on? What do you want to learn more about? How do you want to transform yourself? Maybe you can start by thinking about several of the outcomes below.  Stretch yourself

As you celebrate making it past the Oct 15 busy season, here’s some recent news from Avii to help you with end-of-year Change Management...

Creating efficient and effective processes and continually improving those processes is key to sustainable success in an accounting and advisory firm. However, cultivating this environment is often easier said than done. It requires a commitment to constant change, a willingness to embrace that change and—perhaps most importantly—the right people leading the charge. Enter the cross-functional team—a diverse group of individuals from different levels and departments who bring

It’s becoming common knowledge: accounting firms are slowly but surely transforming themselves from tax and audit firms into multidisciplinary professional service firms, offering everything from IT to HR, marketing, strategic planning, web development, insurance, recruiting and more. In fact, advisory services are growing faster than other service lines in the Big 4 and other large firms. Many of these services a firm can provide relatively easily. For example, if the firm a

Being a busy professional is tough. With constant meetings, deadlines, emails, projects, and interruptions, it's easy to feel like you're always trying to catch up. So how can you capture all those questions, to-dos, deadlines and requirements to stay on top of your work and feel less overwhelmed? In this article, we'll look at some of the best ways to keep track of things during the workday or week, helping you take control of your time and to-do list. The toll of task switc

More firms are expanding their advisory services and looking for ways to help their staff develop the skills needed to deliver high-value services to clients. In many firms, only partners provide advisory services to clients. Those partners learned their problem-solving skills over decades of working in the profession, supplemented by occasional "soft skills" workshops. But to meet the changing demands of clients, we need to be able to develop staff at all levels to be more c