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Change is constant in a CPA firm today. This week alone, you and your team may navigate the challenges that come with a blended work...

Many people think about marketing in terms of bringing on new clients. But what happens after clients sign on the dotted line? Of course,...

Mentoring programs in the workplace have a variety of benefits, from employee retention and career planning to workplace inclusivity and...

Delegating, outsourcing, and automating tasks can increase your capacity at work. Whether your plate is too full or you’re looking...

Two major forces impact firms today. First is the need to shift toward more advisory and consulting services. Second is the intensified...

While many firms understand the need for automation, they've yet to implement the required solutions — often due to a lack of consistent...

For a while now, firm leaders and accounting professionals have been hearing the same advice: you need to transform your firm to provide...

Cybercriminals are targeting tax firms at increasing rates – and it isn’t just the big firms that are targets of these attacks. In 2017,...

If you’re just starting a career in sales, you likely think you know what you’re getting into. You’ll be making phone calls, talking...

by Randi Kranzler, Amelio I started running in my late 20’s, after getting involved with the Leukemia and Lymphoma Society and signing up...

by Ian P. Thompson, Senior Manager, Iris Star Practice Management 2020 and 2021 have seen M&A activity drop as COVID got in the way. Now,...

by Phil Quimby, Product Marketing Manager – CAS, CPA.com Client Advisory Services (CAS) is the fastest growing area of consulting in...

by Kate Krupey, Director of CPA solutions, Netgain As CPA firms continue to wrestle with a tremendous talent shortage, IT leadership at...

An Exponential Organization, as defined by Salim Ismail in his book Exponential Organizations, is an organization whose impact (or...

Earlier this year, I shared How to Use Content Marketing to Improve Your SEO. As a follow-up to that post, I thought I would share how to...

I recently began the John C. Maxwell Certification Program to help me become a better coach and leader in our organization. One aspect of...

From time to time, we all feel scattered and even a bit overwhelmed by work. Maybe you feel this way because your to-do list is...

We live in a world with self-driving cars, ubiquitous access to mobile banking, and space tourism on the horizon, yet accounting...

State and local taxes should be discussed with clients in year-end conversations to prepare for 2022. State and local tax (SALT) refers...

by Roman H. Kepczyk, CPA.CITP, LSS BB The transformation of traditional compliance services to full-fledged Client Accounting and...

Accounting firms are accustomed to running pretty lean with their technology. When you hire a new employee or something breaks, it’s...

The decisions you make about your people, processes and technology don’t just impact your firm today. They determine your trajectory over...

It’s hard to remember just two years ago when most learning and development programs involved gathering everyone in a conference for a...

For most professionals, workloads shift and move many different directions throughout a year. How do you handle the ups and downs that...

The shift to remote work over the last 18 months has forever changed the way we work. While some people will choose to go back into the...

Every accounting firm leader has a choice right now: disrupt yourself or let someone else do it. Yet for many, the word disruption feels...

In a perfect world, every aspect of your business, from your elevator pitch to your website, would connect with the clients who need you...

The challenges of supporting location-independence, team collaboration, diversity and mental health are more crucial to a firm’s culture...

People sometimes become disengaged at work, whether from dissatisfaction with their jobs or disruptive events in their personal lives....

One of the core concepts of any process improvement initiative is that value is defined from the client's perspective. But how many firms...