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*This blog is part of the June 2023 Thought Leader newsletter In May, I attended our first-ever in-person Empower conference in Denver, Colorado. A recurring theme I heard throughout the…
*This blog is part of the May 2023 Thought Leader newsletter If there’s a better time to identify the issues with a firm’s IT infrastructure and security than the throes…
*This blog is part of the May 2023 Thought Leader newsletter Even when one tax season is better than the season before, it’s still easy to think of all the…
*This blog is part of the May 2023 Thought Leader newsletter The post-tax-season tax glow is shining bright. You have renewed energy to work on your firm. You’re rolling up…
*This blog is part of the May 2023 Thought Leader newsletter I got a call not long ago from the local hospital. My mom, who is in her late 70s,…
*This blog is part of the May 2023 Thought Leader newsletter Happy May! Hopefully, you’ve taken a well-deserved post-tax season break and have returned to the office feeling refreshed and…
I recently participated in the New Horizon Group (NHG) think tank hosted by the AICPA. The group discussed key trends and opportunities impacting the accounting profession. The NHG consists of…
A holistic approach is what’s needed to run a modern accounting firm today. Getting it right is like building a puzzle. Clients expect a cohesive and simple experience. Your team…
*This blog is part of the April 2023 Thought Leader newsletter Humans have an inherent need for control and certainty. We thrive when life goes according to plan and rely on…
*This blog is part of the April 2023 Thought Leader newsletter Out with old, in with the new? Not so fast. Author Scott Adams said, “Normal people believe that if it…
*This blog is part of the April 2023 Thought Leader newsletter Not to date myself, but as someone who’s been around the accounting profession for more than three decades, I…
Should you be in the market for a partner to provide IT support managed services? You probably should. Start by asking yourself a few questions about your technology infrastructure: Is…