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Firm of the Future Team

3 Ways to Work Remotely and Still Feel Like Part of the Team

3,000+ miles away? No problem! Get the tips you need to work as a team.

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Rene J. Zarate, CPA, ABV

Technology to Improve Staff Communications

Get the technology apps and advice you need to grow your practice and meet the demands of today's on the go business landscape. 

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Business Operations for Accounting Firms

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'. 

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Ian Vacin

Learn Why Visibility Matters to Your Employees and Clients

How to manage your CPA practice with more visibility and why it matters to your employees and clients.

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The Top 10 Things Efficient Firms Do

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  

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Sandra Wiley

Retain Staff by Rewarding Them

Employee retention is a challenge. Get advice on how to keep employees happy, engaged, and believing in you and your purpose. 

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Ian Vacin

7 Keys to Success in Managing and Instituting Change Within Your Firm

Steps to handling and implementing change in an accounting firm.

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Amy Ball

How Apps Have Transformed Three CPA Firms

See the apps that all the Firm of the Future winners use.

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Juliet Aurora

The Truth About Starting a Bookkeeping Business

Learn why the first important step to starting your own business is building systems. Systems and processes are at the core of every successful organization.

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Eva Velasquez

How to Survive a Cyber-Attack

This week, an iconic financial institution’s data breach made the news and piqued our interest. While a cyber-attack can be terrible, you can survive it. Here's how.

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Greg Buck

Can Your Accounting Firm Receptionist Be A Profit Center?

Read about my experience in exploring opportunities for an increase in productivity in my accounting firm. I found my biggest opportunity in an unusual place, and it has paid off.

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Greg Buck

The Sci-Fi CPA & Bookkeeping Office With No Paper Recycler

What we once thought as science fiction is now becoming a reality. With paper mail decreasing and online communication increasing, learn how accounting offices are changing.

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Greg Buck

How Many Monitors Should You Use?

We need monitors more than most other hardware and technology. Increased workspace means more accurate and timely work.

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Stephanie Morris

An Infographic About Safely Keeping Finances in the Cloud

Here's a new infographic from Intuit Tax Online that illustrates why cloud storage is safe, secure and accessible from anywhere.

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Firm of the Future Team

How to Make Your CPA or Bookkeeping Office Green

Make your office GREEN and create less physical waste for our planet. This is a growing problem that needs some serious watering.

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Greg Buck

Lessons of Success in Establishing a Mobile Workforce

Some time ago I instituted a mobile workforce, giving options on where, when, and how they worked. And the results are incredible. Learn how to leverage a mobile workforce.

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Greg Buck

Using Paperless to Create a Competitive CPA Advantage

Learn how one firm that went paperless now spends 30% of its time working on clients’ data and 70% of its time working with clients in planning and solutions.

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Shane Ratigan

Top 10 Sales and Use Tax Tips for QuickBooks Users

Over the last year, we've compiled the "Top 10 Sales & Use Tax tips for QuickBooks Users." In this guide, you’ll find helpful checklists accompanying each tip, along with useful links for more information.

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