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What makes an accounting firm more valuable: The number of cloud solutions it uses or the composition of its client base? The answer may surprise you.
From predictive analytics to retraining the workforce for the future, explore how AI technologies are transforming tax practices in 2024 and beyond.
One of the defining characteristics of our member firms—and really, most accounting professionals—is that they’re always searching for new ways to improve efficiency and client satisfaction. That’s where a community…
Every day, we talk with accounting firms and their small business clients. And we hear about the challenges they face. Despite technological advancements, more access to educational resources and the…
Hiss…zap! What’s that sound? It’s the initial spark of your new client relationship. It’s that first moment of mutual understanding and alignment where you and your client realize you’re on…
This blog is part of the August Thought Leader newsletter. As Rootworks members know, Smart Client Management is a topic I talk about frequently. However, if you’re a new Thought…
This blog is part of the August Thought Leader newsletter. Amid the hustle and bustle of the financial season, it’s crucial for accounting firms to prioritize the welfare of their…
This blog is part of the August Thought Leader newsletter. We’ve all heard the song, “The Wheels on the Bus,” and a lot of you have heard us say (over…
*This blog is part of the July 2023 Thought Leader newsletter Is there any recent topic that’s stoked our interest, imaginations and fears as much as artificial intelligence (AI)? Let…
*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…
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…
*This blog post is part of the June 2023 Thought Leader newsletter I recently returned from our Empower 2023 conference in Colorado. Our team worked hard on putting it together,…