Let’s examine the terms, “cloud,” “SaaS” and “hosted,” to know which is the right choice for your practice.
Collaborative accounting is a model that enables firms and clients to work in real time, removing the boundaries of time and distance to collaborate with one another. Learn how to collaborate in the cloud.
Learn why firms that are implementing cloud systems effectively are those that are enjoying exceptional client satisfaction.
Newer, faster and better technology seems to emerge everyday in the tax and accounting space. Before you make technology changes, learn how to first understand the “why” and the “how” of your business.
Virtual is not where the profession is heading, it’s where the profession already is, but you can’t build a successful virtual office until you have a clear vision for your business. Learn how to get started with your vision.
When I first started my own CPA firm, I didn’t think about my intention for doing so. It wasn’t until I was nearly a decade into owning my practice that I realized I needed to find a better way of doing things. Read about what I learned.
Learn why attracting lifelong customers by being irreplaceably useful should be a very familiar concept to accountants.
Have you ever felt trapped by the business you created? Get advice on how to turn things around.
Learn how to become intentional about your business and to exercise your power to choose to create the kind of firm you want.
The accounting profession is poised on the brink of massive changes, driven primarily by the explosive growth of digital technology. Learn how to create the best experience for your clients with the rise in technology.
When it comes to winning the trust and loyalty of the new breed of digitally savvy clients, we need to paint a bigger picture. Learn how to win over the digitally savvy.
People now buy products and services based largely on the experience. Discover how to create an experience they'll never forget.
Learn why technology isn’t something you merely apply to accounting tasks – it’s the building blocks of the business model behind the Firm of the Future.
Summer is here, and tax season is fading into the rear-view mirror. Here are five insightful tips to start strategically building your accounting practice after the tax season rush.
There is new, powerful evidence that the customer is shifting and that customer experience is driving buying decisions. Learn how accountants can begin to focus on creating a great client experience.
Learn how to build a connected brand strategy so that your firm not only serves clients, but also engages and builds loyal relationships.
Become a firm for the future of client accounting by making these important changes.
Evaluate your firm's future with timely advice from Darren Root, CPA.CITP.