Lindsay Malcolm

Your client onboarding process (or lack of one) can make or break your client relationships. Here are six things to include.

Does your accounting firm need to stay competitive? Discover the power of a modern firm playbook and why your firm can’t afford to be without one.

*This blog is part of the September Thought Leader newsletter. When you think about the most valuable asset of your firm, what comes to mind? Your tech stack? Your office…

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…

Culture. It’s quite the buzzword these days, isn’t it? Creating an irresistible culture doesn’t happen when you snap your fingers. There’s no “easy” button to make it happen. But it’s…