Insights
Make Your Website Accessible for Everyone
It wasn’t that long ago that accounting firms – and nearly everyone else – were rebuilding their websites to be responsive, so they were easy to read and accessible regardless of the device used to access the site. Now it is time to take that one step further and make your website ADA compliant. …
Read MoreTax Season Debrief Considerations
One of the most effective ways to improve your firm’s tax processes and production is with the post-busy season debrief process. Whether done formally with a meeting or informally in combination with a survey, we suggest it be scheduled as close as possible after the tax deadline while the experience is still fresh in your…
Read MoreDiversity, Equity and Inclusion in Accounting: What Is Ours to Do?
The murder of George Floyd on May 25, 2020 heightened many Americans’ awareness of the deeply rooted, systemic racism that has existed in our country since inception and continues to evolve over the years. As a profession that has been historically dominated by white people – white men, in particular, considering even today, women represent…
Read More5 ways to navigate the discomfort of change
As we emerge out of the cocoon we’ve all been living in the past year and a half, countless opportunities to transform your accounting firm await. However, opportunities usually don’t come without their challenges. As you make this shift into the future over the next few months, it’s likely that you’re already becoming aware of…
Read MoreNavigating 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,…
Read MoreLeading 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…
Read MoreWhat is Your Why and Why Does it Matter?
These days, it seems like we’re always rushing around. We’re always busy, busy…we love to cross things off our to-do list. How often do you stop to think about why you’re doing all the things you’re doing? Why do you do the things you do, in your work and in your personal life? I’ll be the first to…
Read MoreIntroducing the Blockchain Concept to Your Firm
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…
Read MoreIt Pays to Give
“For it is in giving that we receive.” Francis of Assisi “Why should I give free advice?” I often am asked this question when advising clients to blog, answer questions in public forums and generally offer professional insight to their audiences. It’s a reasonable question, since like most in the accounting profession, they want help…
Read More2016 CPAFMA Technology Survey Findings: Infrastructure/Communications/Governance
The CPA Firm Management Association conducted its first 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 managed solutions. The survey was conducted…
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