Shahram Zarshenas

The accounting industry has a story it likes to tell about success. It typically builds toward having the biggest team,...

Three accounting professionals collaborate around a conference table with laptops and documents in a modern office.

Why Small Accounting Firms Are Reclaiming the Future

Something is happening in the accounting profession that most industry coverage hasn't caught up to yet. Thousands of...

A professional reviewing financial documents at a table with a laptop, supporting small accounting firm planning and advisory work.

7 Common Patchwork Personas in Bookkeeping Firm Operations

Most firm owners don't think they have an operational problem. On paper, they don't. The work gets done, clients are...

Bookkeeping professional working at a desk with multiple monitors while using a calculator.

How Tool Sprawl is Quietly Costing Your Bookkeeping Firm

You've seen this play out in your own firm. Communication breaks down, so you add Slack. Tasks start slipping, so you...

Business professional reviewing information on a laptop while appearing concerned about complex data.

Why Team Alignment Starts with One System

The majority of bookkeeping teams are diligent. They work hard. They’re busy. More often than not, deadlines are met....

Diverse group of five business professionals meeting around a conference table with laptops, documents, and coffee cups, engaged in discussion in a modern office.

How Ops Managers Finally See What’s at Risk

Operations (Ops) and admin managers are responsible for ensuring work gets done, on time, every time, without...

Four professionals in a conference room meeting, with one woman standing and speaking while others listen around a table with laptops and documents.

Why Month-End Close Must Be Built In, Not Separate

Many CAS firms have a process for handling month-end closes for their clients. But more often than you’d imagine, those...

Man working at a desk in a bright modern office, viewed through glass, with a computer monitor, shelves of binders, and plants in the background.

Practice Management Implementation: A Phased Plan That Works

This article is part of a 2-part series. View all of the articles in this series here: Practice Management...

Three colleagues collaborate at a computer in a modern office, reviewing information on a large monitor.

Scale Without the Scramble: Practice Management Implementation Guide

This article is part 1 of a 2-part series.

For many firms, month-end still drags on. Approvals sit in inboxes, and...

A business team in a meeting, gathered around a conference table, listening to a man speaking and gesturing in front of a whiteboard with strategy notes.

The Month-Long Audit: Stress-Testing Your Firm

Everyone says a good practice management system helps you sleep at night. That’s nice, but what happens when you’re not...