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Disaster-Proofing your Firm in Four Simple Steps

November 18, 2021

Disasters of all types and sizes can cost your business time and money. While some of these might be caused by factors outside of your control, it’s important to be aware of the various types of threats so that you can be as prepared as possible.  Over the past five years, 54% of companies have…

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Why It’s Time to Upgrade Your Phone System

November 12, 2021

As the world continues to evolve into the age of digitization, you might want to consider bringing your antiquated phone system into the modern era. By switching from a traditional phone service to one operated over computer networks and the internet, you’ll be better positioned to meet the demands of a hybrid remote work environment…

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How to Build Long Lasting Relationships With Clients

November 2, 2021

Investing in long-term client relationships isn’t just the sensible thing to do — it can make your work more meaningful and help you grow your firm more strategically and consistently.  It can cost five times more to attract a new customer than to retain an existing one, according to marketing consulting company Invesp. On the…

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How to Build a Cybersecurity Plan for Your CPA Firm

October 6, 2021

Small accounting firms shouldn’t cut corners on cybersecurity security just because they are too busy or want to save money. It’s easy to think your smaller size will keep you under the radar of malicious actors. But the sad reality is that 43% of all cybercrime is directed at small and mid-sized businesses, according to…

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5 Reasons Every CPA Firm Should Have CRM Software

September 30, 2021

In a world inundated with information and personalization, offering a special touch of personal detail can make all the difference when engaging with clients and building your business. A sophisticated customer relationship management (CRM) software can be the competitive advantage you need. CPA firms are paid to understand the intricacies of evolving business needs and…

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Why Now is the Time to Consider Employee Engagement Software for Your Firm

September 20, 2021

As the way we work continues to evolve, so do the ways that we drive engagement with our team members. Team engagement has never been more relevant than today when many of us are working from home and staff shortages are a constant concern. According to Gartner Research, 80 percent of senior-level business leaders have…

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Common Tech Mistakes Made by Accounting Firms & How to Avoid Them

September 13, 2021

With all the things that CPA firms have going on right now – namely tackling remote and hybrid working, juggling vast tax law changes, helping clients with government programs, and more – addressing technology can sometimes be on the back burner. The brutal reality is that the further firms get behind on technology, the more they lose their competitive advantage and ultimately…

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How to Improve Collaboration in a Hybrid Remote Work Environment

September 7, 2021

There is no way to deny it: the entire concept of work has changed significantly over the past year and a half. The pandemic has made us realize that working from home doesn’t threaten work productivity, and most workers prefer the option to work remotely at least a few times a week. In fact, many employees have decided to quit rather than come back to the office at…

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Why It’s Time to Consider Specializing in Your CPA Firm

August 30, 2021

Some of the most successful CPA firms have been able to brand themselves as experts in a particular sector or niche. While you don’t have to pick an industry to be a successful CPA firm, focusing on one specific sector can help you reach your long-term growth goals. Many firms are not taking advantage of…

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How To Improve Your Firm’s Technology Infrastructure Before The Next Busy Season

August 23, 2021

The pandemic has affected business in all sectors and industries, but it has also given rise to a different kind of pandemic: a “cyber pandemic.” Specifically, 2020 was a year of more cyber-attacks, ransomware attacks, and data breaches than usual. And remote work has also changed the technology infrastructure of many different CPA firms.  Are you protecting your…

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How to Off-board Employees Securely and Effectively

August 17, 2021

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…

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Why Your Firm Should Take Advantage of E-Signature Solutions

August 10, 2021

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…

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How to Protect Your Firm Against Ransomware Attacks

June 30, 2021

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…

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Remote Work is a Competitive Advantage and Here to Stay – Is Your Firm Ready?

June 24, 2021

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…

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The Top 5 Technology Projects Your Firm Should Be Working On This Summer

June 17, 2021

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…

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Tech Guru is the IT Department for CPA Firms