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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…

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…

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…

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…

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…

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…

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…