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Top Client Accounting and Advisory Resources of 2020

It’s no longer “if” your firm should offer clients’ advisory services…it’s when. We’ve collected our top CAS-related articles from 2020 (plus a few from trusted sources) to help firms navigate the client accounting and advisory path. Read on to get all of the information you need to ensure advisory services offers will be lasting, long-term successes at your firm.

IT Considerations for a Successful M&A

Despite restrictions in place due to COVID-19, accounting firms are continuing to acquire and merge in other practices and related businesses. With the inherently confidential nature of mergers and acquisitions (M&A) and the stunted ability to physically meet, most discussions are limited to…

10 Business Books That Have Helped Me Succeed…at Work and at Home

I’ve been running The Marks Group for more than twenty-five years and have read a lot of great business books along the way. With these great reads, I’ve managed to balance my personal and professional life…and make some bucks along the way. Keep reading to learn which ten I consider to be the most impactful, particularly as a small business owner.

Q&A: Hybrid Firms, Digital Collaboration, Client Advisory Services, and More

Every year, INSIDE Public Accounting (IPA) surveys accounting firm leaders on a range of operational and financial issues. The 2020 survey generated 540 firm responses, which included consulting company recommendations. This year’s Most Recommended Consulting Companies were asked to provide insight, advice and thought leadership to the IPA readers on…

Ensuring Success: Accounting Firm Workflow in a Remote World

Last week, CPA Practice Advisor held its 7th annual Ensuring Success CPE program where I presented “Accounting Firm Workflow in a Remote World” along with Donny Shimamoto (Intraprise) and Richard Roppa-Roberts (Quaser Cowboy). With COVID impacting firms through the upcoming busy season, it has never been more important that firms…

Accounting Firms GEAR UP for Another Busy Season

Earlier this week, I presented “Tech, Trends and Disrupters” with Thomson Reuters Director of Innovation Jordan Kleinsmith at GEAR UP 2020. Keep reading for highlights from our program or scroll down to the bottom of the article to sign up for our next live presentation of “Tech, Trends, and Disrupters” on Friday, December 11.

Accounting Firms Discuss the “Next Normal” At Rosenberg Roundtables

While many of us are concerned about the “new normal” right now, the reality is that technological change and innovation are accelerating and will create a string of “new normals” (cloud hosting, application integrations) that firms will have to adapt to in the future. And those that do so effectively will be…

How to Optimize Communication When Remote Work Is Mandatory

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.

7 Tips for Securing Firm Employees’ Remote Workspaces

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.

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