How to Have Your BEST Days at Work

There is a lot of information out there about how to improve the odds of having good days at work. When employees...

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Your Client Demographic Is Changing. Are You Keeping Up?

Did you know that in 2021, the oldest millennial turned 40? This means that more and more of your client base is now...

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The Best Firms Are in Their Clients’ Pockets

Banks led the quietest (and possibly most successful) tech revolution of our time. It began by giving us options to...

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Thriving in any Business Environment: Building Authentic Relationships

I sat in uncomfortable silence. Across the restaurant table from me was my mentor. He was also the managing partner...

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Surveying Your Client Experience Level

You’ve probably heard about the importance of providing an amazing experience for your clients at every touchpoint...

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The CPA Exam... And Beyond

At some point in our lifetimes, we all get asked some version of “What career path do you want to follow?” If we’re...

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The Future Will Have Fewer Apps

For many years, Tom Hood, EVP Business Engagement & Growth at the AICPA has helped accountants stay “future ready”...

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How to Lower Anxiety for You AND Your Clients

Overflowing email. Nonstop notifications. Too many apps. Software is great for productivity but too much tech adds...

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Bringing Breakthrough Thinking to Your Firm

“Why do we do it that way?” 

“Well, that’s the way we’ve always done it.” 

 

Have you ever heard anyone ask that...

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Keep Your Back Office Separate from Your Front Office Software

If you’re like most firms, the majority of your client interactions are now online. How do you make as great an...

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