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Remember when our idea of a “mobile phone” meant attaching a 12-foot coiled cord to a landline? Internal office communications have evolved from memos and meetings, to phone calls and email, to instant messaging and video chat. Depending on when you entered the firm you probably have a preferred prioritization of how you individually communicate best. But in many cases, a firm’s communication prioritization is built around the “cultural norm” promoted by its leaders.

Now is the time to review and tune-up your security processes. The COVID-created rush to have everyone working from home inadvertently exposed firms to security threats they may not have considered before the pandemic struck. Even firms that were already in the cloud (and had adopted a mobile mindset) had to quickly transition tax and administrative personnel that may not have previously had experience working remotely.

The time is now to harness the power of today’s powerful technologies, productize client accounting and advisory services, and provide clients with all of the support they want. In our upcoming webinar (The Client Accounting and Advisory Services Playbook) Roman Kepczyk, Director of Firm Technology Strategy at Right Networks, will present several approaches and resources to support this conclusion.

With information technology eliminating most geographic boundaries, generalist firms will find it increasingly harder to compete with niche specialists who have differentiated themselves with more expertise and process efficiency, particularly those targeting CAAS (Client Accounting and Advisory Services). 

When you think of remote work, what comes to mind? For auditors and consultants, it’s working on the road at client offices, airports and hotels. For tax managers, it’s most…

The rapid shift to working from home that took place in early 2020 as a pandemic response might have changed work for good. Remote work is going well enough for many companies that it’s likely to be around forever for many former office workers.

As with any strategic initiative, progress can be significantly derailed by individuals that nod their heads in agreement in public but do not adopt processes and/or quietly countermand them in…

Register for our upcoming webinar “The experts weigh in: How to make the most of QuickBooks” to hear Right Networks, Method:CRM, and Smart Business Solutions discuss topics specific to helping small businesses succeed today.

The ongoing COVID-19 pandemic continues to disrupt CPA offices all over the world, but some firms have fared better than others. When the pandemic struck quickly and mostly unexpectedly in…