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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...

Previously Published in Accounting Today | September 2022 Uncertainty. The capital markets don’t like it, nor do most professionals or...

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...

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,...

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...

We’ve talked before in this space about the Firm of the Future. (Are we at Aiwyn obsessed with helping firms embrace this idea? Maybe.)...

Leadership is more than just having authority over others. To be an effective leader, you must positively influence your team and the...

Accounting firms are in business to turn a profit and provide a return to their partners. To do that, they need to serve clients. To...

As we quickly approach our 2022 Boomer Technology Circles Summit, I thought it would be an awesome opportunity to highlight some of the...

Accountants are used to stress. Often, the job involves months of heavy workloads and working long hours. Add a global pandemic, changing...