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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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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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How the Cloud Enables You to Work Wherever You Want

Learn how working in the cloud can give you the flexibility to work your way, from any location on the globe.

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Ian Vacin

The Art of Determining and Developing Standardization Processes

Learn how to review your firm's processes continuously over time to increase efficiency across the entire 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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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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Steven Gan

Top 12 Cash Flow And Collections Mistakes to Avoid

Here are 12 of the most common mistakes that greatly impact your cash flow and lead to serious collection problems.

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Juliet Aurora

Why Accountants Should Stop Offering Bookkeeping Services

An accountant plays a fundamental and essential role in the small business world. But there are some things that accountants shouldn’t do, and bookkeeping is one of them. Learn why you should be providing higher level activities.

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Darren Root

Build Your Own Virtual Accounting & Virtual Bookkeeping Office

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.

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Firm of the Future Team

How to Fix Small Open Balances or Credits

One of the common mistakes in Quickbooks is within Accounts Receivable and small open balances or open credits.

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Becky Livingston

Advice on Choosing CRM for Accounting Firms

Learn how accounting firms can leverage a CRM (customer relationship management) system to improve relationships, increase sales, and keep track of all client communications. Learn how to select the right CRM and how to manage its implementation.

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Brian Swanson

Using a CRM to Grow Your Accounting Practice

A CRM can help your firm track key data on clients and prospects.

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Gregg Bossen

Is Creating A Paperless Accounting Office Worth It?

The reasons many of us are still clinging to paper can be distilled down to four concerns. Read whether or not it's really worth going paperless.

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Bill Sheridan

Why CPA Firms are Focusing on Becoming Business Advisers

Would you like see what the future looks like for CPA firms? Learn why CPA firms are focusing on becoming business advisers.

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Organizational Design of Modern Practices

Are you a horizontal, vertical, or hybrid accounting organization? Learn what they mean, which one your practice represents and the pros and cons of each. Find out which is ideal for a firm of your size and specialty.

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Watch Webinar

Bill Kennedy

#RecipeForSuccess: How to Set Up Charities for Financial Success

See how one master chef is carving up success through charities. 

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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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Andrew Poulos

Procrastinators: How to Deal with Last-Minute Tax Filers

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.

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