Category: Accounting Firm

By Darren Root and Roman Kepczyk You’re already dreading it a little bit, aren’t you? Even before you finish the season of business taxes, tax season 2024 looms. It’s always…

As an accounting professional or small business owner, finding the right clients is key to achieving sustainable growth and success. Cultivating an ideal client roster not only enhances profitability but…

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…

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…

To be a better leader and help manage teams more responsibly, I’ve spent a lot of time studying burnout—and ways to achieve work-life balance—in the last five years. So when…

Accounting profession challenges never cease. A few years ago, you faced—and overcame—the challenge to pivot to remote work…nearly overnight. The COVID-driven disruption spiraled into a host of other challenges that…

Ah, sweet summertime. The season for stress-free; the time for relaxation. But…what’s this? Cyberattacks are putting cities on alert? Staffing crises are causing accounting firms to retool their…tools? The FTC…

It’s no secret that staffing is a massive issue for accounting firms—and it’s not likely to become easier anytime soon. If your firm is like most others, it’s difficult both…

Wondering how to get your team excited about participating in security awareness training? Curious about how advances in technology will benefit your firm in the long run? Or, are you…

The employment market for accounting firms isn’t going to get better anytime soon. With demand for accounting services rising and the number of available employees effectively shrinking, finding and keeping…

I recently participated in the New Horizon Group (NHG) think tank hosted by the AICPA. The group discussed key trends and opportunities impacting the accounting profession. The NHG consists of…

“Oh, they’re busy. I’ll wait to cyberattack them until after tax season,” said no hacker ever. Hacking runs rampant every tax season. But this busy season was one for the…