Lee Pender

A lot of the talk about new technology is rooted in fear. It’s pretty alarming when you read the warnings about how artificial intelligence (AI) chatbot ChatGPT could lead to…

Document management is a lot more than just storage. In fact, document management tools can transform your accounting firm in ways you might not realize. What can your firm do…

Running a business isn’t getting any less complicated. First and foremost, there’s doing whatever it is your business actually does to serve clients and customers each day. Then there’s cybersecurity,…

Here’s the good news…mostly: The demand for accounting services is growing much faster than the number of accountants available to meet it. That means your firm shouldn’t have trouble finding…

Work remotely or return to the office? Why not both? These tips will help you learn how to set up a hybrid work model at accounting firms that works for…

Your clients want your firm to do more than just prepare tax returns. Today’s accounting firm needs to be a trusted financial advisor to clients. You need to deliver accounting…

Do you know how to use ChatGPT at your accounting firm? Do you think it’s worth using at all? Take a look at this email introducing an accounting firm to…

The IRS doesn’t just give away money. But a lot of scammers would like their potential victims to think that it does. This summer, the number of tax-related scams has…

You might feel overwhelmed by emails, ads, event booths and just simple conversations about which applications you absolutely have to have if you want your firm to survive. If so,…

Your clients come to you to get their taxes done or for assistance with financial planning. Why? Because they can’t do those things themselves, and they don’t want to try….

You can transform your accounting firm with the right technology. Smart investments can enable you to secure your clients’ data, work more efficiently and even drive revenues. One of those…

Your accounting firm probably has a staffing crisis. Most firms do. A 2022 AICPA survey revealed that finding qualified staff was the biggest concern for both midsize and large accounting…