Aggregated from over 300+ firms across the country, learn the best tips and tricks on how to make your practice the most efficient. Includes a panel of those practitioners on the cutting edge and what they do to stay ahead. Learn more tips & tricks at www.firmofthefuture.com
Learn how to review your firm's processes continuously over time to increase efficiency across the entire firm.
There are many risks associated with your smartphone, but read about two common occurrences the average smartphone user may not be aware of.
In our paperless world, you should no longer find pencils and pens of all colors and sizes on a file preparer’s desk. Nor should you see staplers or calculators. Instead, there should be a scanner on every desk. Why every desk? Learn why scanners are important tools for improving efficiency.
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.
If you are like a lot of firms, you aren’t actively engaged in the implementation of a succession plan. Learn how and why you should begin succession planning.
Would you like see what the future looks like for CPA firms? Learn why CPA firms are focusing on becoming business advisers.
Are you playing the waiting game with clients who wait until the 11th hour to give you their tax information? If so, get timely advice on how to handle these clients from tax veteran Andrew Poulos, EA.
Get an inside perspective from Tom Natsikas on the relationship between the bookkeeper and accountant.
In this session, Ian from Karbon will look at every area of an accounting business, and highlight what needs to be refined to cope with this changing direction. He'll share best practices for areas including processes, roles, and functions, which are starkly different to the traditional 'way of doing things'.
How to manage your CPA practice with more visibility and why it matters to your employees and clients.
Discover ways to prevent employee fraud from occurring with these helpful tips.