Guiding Your Talent Through Challenging Time

As we continue to navigate these uncharted waters, I thought I should share some thoughts and best practices for seeing your people through these tough times. Remain positive Personally, my own emotions and anxiety levels have been up and down as I watch the news, talk to friends, family members, clients and colleagues. I imagine…

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It’s Time to Embrace Virtual Learning

If you’re one of the thousands of people who has recently transitioned to a remote work environment, hopefully you’re beginning to find your rhythm. The current pandemic has forced some professionals to adopt work from home (WFH) protocols, and some firms to support it perhaps before being “ready”. There is no doubt that the accounting…

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Navigating fear in times of uncertainty

Ever since the World Health Organization declared the novel coronavirus a global pandemic, fear and uncertainty have been running rampant.   Instead of getting unconsciously swept away in the tide of collective fear, we invite you to hit pause and reflect. In times of uncertainty, it’s easy to let fear and worry drive our thoughts,…

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The Biggest Barrier to Anytime, Anywhere Work™ – Sludge

But there is a BIG issue lurking that can sabotage your firm’s move to a truly virtual Anytime, Anywhere Work™ firm and it’s called “SLUDGE.” In “real life,” sludge is defined as a muddy substance, dirty oil, sea ice, mire, muck and any number of other unproductive substances that slow or bog things down.  We first heard of sludge…

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5 Steps for Increasing Your Connection With Clients

Your clients drive your business model. This is why, in these tough times, it’s so important to connect with them and show them you care. Your clients have likely felt a sense of panic over the public health situation, the economy, their own customer base, and their employees.  They may be facing a tension between…

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.CPA Domains Available for Firms Beginning September 1, 2020

This past June, the AICPA was awarded the .cpa (dot CPA) top-level (worldwide) domain which has been reserved exclusively for entities confirmed by the AICPA to be affiliated with the CPA profession.  This was done to promote long term confidence when visiting a website with the .cpa extension or receiving an email from a person…

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Securing Client Loyalty in Uncertain Times

The 2020 coronavirus pandemic has created a lot of uncertainty. In addition to our daily routines being thrown into disorder, the accounting profession is uniquely affected in so many ways. Deadlines are shifting. Rules are changing. Even that which seemed straightforward is open to interpretation (like payroll costs!). There is comfort and security in routine,…

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Leading in challenging times

Most of us are facing unprecedented challenges these days.  We’re working remotely, homeschooling our children, keeping up with recent legislation, supporting our clients…all while navigating fear during these uncertain times. The combination of all these things may be enough to paralyze you. We understand. Sometimes, we feel stuck, too. It’s part of being human. We also…

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8 Coping Strategies Getting Me Through This Pandemic

How are you? I mean, really. How are you doing over there? None of us could have anticipated this pandemic and the abrupt transformation of our lives as a result. And none of us would have pictured it continuing for all of 2020, but that’s exactly what it’s doing. Perhaps most disconcerting is that none…

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How to Work Securely at Home During the COVID-19 Crisis

The COVID-19 pandemic required accounting firms to go 100% remote virtually overnight.   While a good number of firms were either already in the cloud had implemented cloud-enabled applications, or had a structure to support remote workers, there were many personnel that had never actually worked remotely and were simply not prepared to do so.  In…

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