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How to host your tax season 2022 debrief

Bracing for the tax season 2022 extension After facing the unparalleled trials of tax season 2022, the upcoming tax extension season may cause apprehension for your staff. Your team needs…

How to foster long-lasting client relationships [5 steps]

How small-business owners can benefit from strong client relationships with accountants One of the biggest complaints small-business owners have about their accounting firms is that accountants don’t develop client relationships…

‘Twas the week after deadline

We hope that everyone’s season wasn’t too hectic and that you are all enjoying well-deserved vacations. But for the rare few who may be looking at their laptops—here’s a light-hearted…

Celebrating the end of tax season 2022 with your team

The end of tax season 2022 was fraught with challenges never before faced by accounting firms. In this post, we’ll show you how to reward your employees’ hard work and…

New Horizon Group Confab: 5 AICPA initiatives for 2022

I recently flew to the AICPA’s headquarters in New York City to attend the annual New Horizon Group (NHG) think tank. New Horizon Group (NHG) is comprised of a dozen…

3 essential remote work technologies

If you have remote employees—you need to set them up with the right remote work equipment. In this post, I’m sharing the basics that every remote employee must have in…

CPAFMA Digital Survey: Driven by security concerns, accounting firms move to the cloud

Accounting firms continue to move critical business applications to the cloud and off of in-house servers, the 2022 CPAFMA Digital Survey revealed…

How to become a digitally-driven firm

What is a digitally-driven firm? To help define what it means to be a “digitally-driven firm,” let’s go back in time… In March 2020, most businesses transitioned to remote work…

2022 CPA Practice Advisor Thought Leader meeting: 6 takeaways for firms

2022 CPA Practice Advisor Thought Leader meeting: 6 takeaways for firms This past week, I participated in CPA Practice Advisor’s annual Thought Leader meeting alongside CPAPA’s “40 Under 40” top…

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