Posts by Daniel Moshe

In a perfect world, we’d all hold onto stellar employees forever. Firms would flourish, revenue would double, and client satisfaction would skyrocket. Unfortunately, the reality is that one in every six CPA firms experiences annual turnover of 20% or greater. As a result, it’s crucial to establish an efficient offboarding process in your firm to ensure a smooth, secure exit for previous employees.   Here are…

There are all sorts of challenges when it comes to running a successful CPA firm. A company often must think about meeting its revenue targets, staying ahead of the competition, or figuring out the best way to scale operations once its products or services start gaining momentum in the market. Countless accounting firms use a…

This past April, Apple fell victim to a $50 million ransomware attack, just months after news of similar attacks rippling across public utilities and governmental organizations made headlines. A month later, ransomware hackers forced a major U.S. oil pipeline to halt operations. Alarmingly, these extortions aren’t isolated incidents. The first half of 2021 saw a…

As people hunkered down at home last year at the pandemic’s onset, it was widely feared that in-person work and collaboration might be lost forever. One year later, as the collective workforce heads back into the office, it’s clear that in-person work is in no danger of being lost. But even still, the age of…

You’ve survived another busy season — congratulations on seeing it through to summer! While it’s definitely time for some much-needed relaxation, the summer is also a fantastic season to start on tech initiatives that have fallen by the wayside this year. Between heightened security threats and the transition to post-pandemic work life, you’ll want to…

In the never-ending quest for workplace efficiency, it’s easy to get lost in the various productivity apps that promise simpler workflows and better business outcomes. But trying to consolidate your meeting notes, team documents and emails across all those different apps? It feels like trying to herd cats.  Enter Microsoft Teams: your centralized hub for team…

I’m speaking 100% from experience as a tech-savvy, finance-loving, small business owner. I’ve owned the finance role in my company since the beginning, and I love it. I love it because I get to try out new technologies and automate our back office. I’m going to share some of my experiences with you in hopes that you’ll be inspired to at…

Looking Great on your Zoom Meetings is Easier than You Might Think If you are finding yourself spending the majority of your time on Zoom calls with your team and clients and are underwhelmed with the quality of your video, then consider upgrading your setup! You can just get a nicer webcam, or you can…

Tech Guru has helped numerous non-profit organizations overhaul their technology, get out of their old, legacy hardware and software and move to the latest in cloud technology leveraging all available donation programs. And we’re doing it again. We’re looking for a US-based, finance-oriented non-profit organization helping individuals or small businesses achieve greatness. We will be…

With the Seemingly Never-ending Busy Season Now in the Rearview Mirror, it’s Time to Take Stock and Make a Plan  Throughout the busy season, you’ve been focused on getting work out the door and taking care of clients. You’ve inevitably discovered inefficiencies, roadblocks, opportunities, inconsistencies, bottlenecks, and hassles, but haven’t had the time or energy to address them and instead…