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*This blog is part of the July 2023 Thought Leader newsletter Business development is a common goal for firms once busy season ends. Each summer, firm owners and their teams…
You can transform your accounting firm with the right technology. Smart investments can enable you to secure your clients’ data, work more efficiently and even drive revenues. One of those…
Ah, sweet summertime. The season for stress-free; the time for relaxation. But…what’s this? Cyberattacks are putting cities on alert? Staffing crises are causing accounting firms to retool their…tools? The FTC…
It’s no secret that staffing is a massive issue for accounting firms—and it’s not likely to become easier anytime soon. If your firm is like most others, it’s difficult both…
I can guess what you’re thinking: Here we go…someone else talking about DEI initiatives for accounting firms…again. But stay with me. DEI (diversity, equity and inclusion) is more than just…
As numbers people, you know the importance of relying on data. Not only does it provide you with the basis of your financial analysis, but it can help your firm…
With the Transaction Pro Exporter and Importer tools, you can get data from one company and combine it into another company file. This is especially handy if you are part…
Your accounting firm probably has a staffing crisis. Most firms do. A 2022 AICPA survey revealed that finding qualified staff was the biggest concern for both midsize and large accounting…
If cybersecurity isn’t embedded in your firm’s culture, you’re putting your firm at risk. Security can’t be merely a part of your IT operation if you have one. It has…
