Lee Pender

How Accounting Firm Technology Can Transform Your Firm

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…

5 Best Document Management Tools to Increase Efficiency

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…

How to Get More Done with Less Work

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,…

Find and Keep the Ideal Client for Your Accounting Firm

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…

How To Set Up a Hybrid Work Model at Accounting Firms

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…

Client Service Goes Beyond Accounting Advisory Services

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…

How to Use ChatGPT at Your Accounting Firm

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…

As Tax-Related Scams Prompt IRS Warning, Firms Need to React

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…

How Much Accounting Technology Does Your Firm Need?

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,…

Why Managed IT Solutions Are Right for Your Accounting Firm

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….

Benefits of a Managed IT Partner: What Accounting Firms Say

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…

How Technology Can Help Your Firm Attract Employees

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…

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