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Accounting firms and CPAs are tax and finance experts. Few comprehend the complexities of an IT infrastructure and what it…

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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 Accounting 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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