In speaking with hundreds, if not thousands, of accountants and bookkeepers these past couple of years, there are a few...

Data silos within accounting firms are a huge issue. Staff spend too much time searching for documents in multiple...

In a recent webinar, Joe Woodard asked attendees, "Which of the following operational areas is your biggest challenge -...

It’s probably an understatement to say that I am excited about Scaling New Heights in 2 weeks! My team is preparing the...

As I write this, my team is putting the final touches on the new Client Experience 2.0 Track of classes that will be...

After the last tax season ended, it was disheartening to see so many practitioners express on social media that they...

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

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

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

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