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Many accounting firm leaders consider business development and client service pricing as keys to sustainable growth. While these are certainly essential elements, it’s important not to overlook the role of client filtering and onboarding. These initial steps—which take place before we’ve spent any time working on the engagement—are more than just formalities. They’re critical strategies that determine the quality of client relationships. Something so important should have a

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

The first few weeks on the job can have a major impact on how quickly employees become comfortable and productive in their new role....

Accountants tend to get worried about artificial intelligence (AI) becoming good at traditional “human” jobs. But robots replacing humans isn’t inevitable in accounting, nor is it the most likely scenario. While AI is changing how we get work done and who does it, technology isn’t replacing people—at least not in knowledge jobs like accounting. Instead, it’s complementing and augmenting human capabilities. Collaboration between technology and humans—i.e., collaborative intell

You know that employee onboarding can make or break the success of your firm. But just because it's a critical component for recruiting and retaining top talent doesn't mean you have to approach onboarding the same way as every other business. Instead, it's time to take a step back and rethink how you welcome new employees, using proven best practices to create an engaging experience tailored specifically for your team. In this post, we'll explore those key strategies and wh