Accounting Firm Revenue Growth Stuck? Check Your Marketing, Business Development Alignment

Marketing and business development. When these two functions work in tandem, accounting firm growth can soar; however, too often, misaligned – or unclear – goals and expectations lead these two revenue generators to work independently and become counterproductive. Many professionals get tripped up trying to do both at the same time, so understanding the goal…

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Coaching cultures are inclusive cultures

We’re excited to hear a lot of talk about Diversity, Equity and Inclusion (DEI) in accounting firms around the world! Yet, the resounding theme we hear is, “This is hard!” Why does DEI feel so hard for accountants? Fostering an inclusive culture can be especially challenging at accounting firms because we usually want to solve the problem…

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Normalizing Remote Work

It seems hard to believe right now, but just a few months ago, people were arguing that remote work couldn’t be efficient or effective in an accounting firm. Recent events put that theory to the test, and many of those naysayers have changed their tune. Still, it’s essential to consider that even as states and…

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How can struggle make you a better leader?

Leaders struggle, too. By now, many of us have settled into a “new pandemic normal,” which basically means trying to move forward with our day-to-day responsibilities with zero clarity about what the future holds. Things are not getting easier, are they? Let’s take a step back for a moment and acknowledge the situation we are in.…

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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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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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.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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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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