We have all been to a doctor who had an impeccable bedside manner and we tend to remember it for a while. Bedside manner is the way a doctor interacts and communicates with us, their patient, and it is most memorable when we have an ailment that is either extremely concerning, painful, embarrassing or all…

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Accounting firm leadership continues to struggle with effective succession planning execution. There are many reasons for this, but the top two may be: (1) the number of retiring partners is far greater than the number of managers who are ready to assume a partnership role, and (2) many firms have not incorporated a growth culture…

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Tax season. Opportunity season. Whatever you call it, one of the downsides is the potential for team member burnout before, during, or after the April 17 deadline. The corporate and individual tax deadlines are brutal in a normal year, but when coupled with the recent tax law changes and all the uncertainty surrounding them, you’d…

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A survey conducted by the AICPA showed one of the biggest concerns firms are facing today is employee retention and engagement. This is no surprise and is endemic throughout the entire profession. In recent years, the rate at which team members are leaving their current employment or seeking further opportunities is accelerating. Many of the…

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CPA Tax and Audit Applications and Technology The CPA Firm Management Association recently conducted its second comprehensive technology survey tailored specifically to member firms with the goal of identifying the applications, products and processes utilized by peers.  Where possible, the survey attempted to identify which applications firms are moving to in the cloud compared to…

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CPA Firm Practice Management Applications The CPA Firm Management Association recently conducted its second comprehensive technology survey tailored specifically to member firms with the goal of identifying the applications, products and processes utilized by peers.  Where possible, the survey attempted to identify which applications firms are moving to in the cloud compared to traditionally on-premise…

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CPA Technology: Hardware, Infrastructure and Governance The CPA Firm Management Association recently conducted its second comprehensive technology survey tailored specifically to member firms with the goal of identifying the applications, products and processes utilized by peers.  Where possible, the survey attempted to identify which applications firms are moving to in the cloud compared to traditionally…

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Your firm went “paperless” for tax processing a long time ago, but is it really taking advantage of the digital tools and production processes that have evolved since then?  In our consulting within CPA firms, we often find that many created digital versions of processes that simply emulated their manual processes.  For example, moving physical…

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For the past year, AICPA leadership has been touting the evolution towards the “audit of the future,” with one of the core discussion points being how Blockchain will be one of the driving technologies behind financial reporting and operating a business in the future.  This has been bolstered by a tidal wave of articles describing…

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One of the more common questions I have received is, “When is the right time to hire a marketing professional?” When I talk with partners about adding a marketing professional to their team, I often evaluate their firm in the following areas: How quickly does the firm want to grow? If a firm has aggressive…

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