5 tools to help your firm operate effectively

Summer is a time for relaxing vacations, outdoor concerts and barbecue gatherings. It’s also a time to hit the recharge button and revisit the goals you planned to achieve by year’s end. Many CPAs set aside time during the summer months to focus on their firm’s operations and growth opportunities. The good news is that […]

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Tech, people skills are key as accountants face changing demands

Accounting and finance professionals are finding that they must continually learn, unlearn, and relearn to maintain their highly trusted position in a rapidly changing business environment. Accountants need to understand emerging technologies that are changing the profession, such as blockchain, artificial intelligence (AI), and robotic process automation (RPA). They must do so in an environment […]

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Build An Online Community To Grow Your Small Business

Client When Susan Blanchett was told she no longer had a job, she decided to start her own business making and selling macaroons from home.  Requests from friends turned into orders, orders turned into an online business:  Macaroons4U.  Within six months, she was taking so many orders, she decided to open her first store with […]

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Stand Out With Your Brand And Presentation

  “The most Beloved Brands are either different, better or cheaper. Or else, not around for very long.” Firm Branding Branding your business is important.  It helps customers and prospects identify with your business.  Consistent use of your logo and presentation of materials is critical to building that recognition. Also consider your business name.  What […]

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Groups weigh in with SEC on PCAOB audit report standard

Accounting and financial firms and business groups are sending comment letters to the Securities and Exchange Comment ahead of a deadline Friday for approving a new standard from the Public Company Accounting Oversight Board on expanding the scope of audit reports. In June, the PCAOB voted to approve a new standard that would significantly change […]

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Th Accounting Firm’s Sustainability Index

How sustainable is your firm? Meaning, if the Partners were not there, how would it perform? Would it make money? Would it lose money? Could it continue to grow without you? Here’s a simple but sobering equation: Take Partner revenue delivered (your personal billable time / dollars) away from your profit (before Partner salaries) and […]

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