Don’t Let Excellence Get in the Way of Progress
For those who want the best in their careers and their lives, excellence is always a worthwhile pursuit. While a commitment to greatness can seem purely positive, too much of a good thing can create a barrier to getting things…
Closing The Books On 2021: Looking Forward to 2022
For CPAs and their firms, 2021 was a year of unexpected challenges and opportunity – both of which producing new risks for the profession. As we enter 2022, there are three key areas of risk that CPAs should keep in mind…
3 Trends for Accounting Firms in 2022
Firms willing to adopt new technologies and prioritize employee and client experiences will be in an ideal position to attract new clients and keep current clients happy. Here are three trends to know for the coming year. Trend 1: The…
Why CPAs Should Collaborate More Than Ever
The Pandemic has shifted a lot of ‘set in stone’ rules of accounting. By necessity CPA firms have learned much during the pandemic, from offering remote customer services to deploying cloud and other technology solutions, all with the goal of…
Managing the CPA Firm of Today
Firms must embrace the changes in order to remain successful in today’s shifting landscape amidst a pandemic and shifting work environments. In order to do this, one should know leadership and flexibility is key. The Covid 19 Pandemic has shifted…
The Best Ways for CPAs and Tax Specialists to Offer Investment Advice
Offering clients investment advice is inherently challenging and somewhat risky. Though financial planners and investment advisors are expected to provide such guidance, investing is outside of the niche of CPAs and tax professionals. If you work in either of these…