Darren Root

Let’s Practice What We Preach This Tax Season

Accountants are well-versed in providing clients with advice on how to best prepare for tax season—gather receipts, list income sources, consider added IRA contributions…be organized and prepared in general. We…

Reduce Your Liability by Keeping Your Clients’ Data Secure

While accounting firms have made great strides to embrace technology and provide clients with premium, on-demand services, there is still work to be done in the area of data security….

Keeping Pace with a Remote Workforce to Power Your Firm

Working remotely is no longer a pipe dream within the accounting profession—we are firmly living in the remote workforce era. Some firms have come a long way, harnessing the power…

Transforming Your CPA Firm

Elevating CPA firm staff efficiency with a move to the cloud   Just this morning, I was thinking back over the last few years. It’s astonishing to me that the…

Moving Clients to the Cloud

The time has come to elevate clients upward and onward Ten years ago, the accounting profession was just starting to experience the advent of cloud-based technologies. The term “hosted” was…

Security…Your New #1 Priority

While it’s understood that your catalog of priorities is already extensive, security is one that must take a top position on your list this year…and for good reason. The world…

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