Technology Tips for External Success

If you’re just joining us, you might want to go back and read the first three articles in this series on best practices for remote work. If you’re in a position of leadership, Sarah Dobek shares tips from her perspective … Continued

Advising Clients When the Only Certainty Is Uncertainty

In our March 12 blog, “Are You Prepared to Help Clients in Uncertain Times,” Sarah Dobek shared important ideas for “advising through uncertainty,” including communicating with clients quickly and being proactive with ideas to help their businesses. Here we are, only … Continued

Ensure Continued Growth in Your Accounting Firm

The Winning is Everything (WiE) conference is an excellent opportunity for firm leaders and business partners to broaden their network and share business development concepts. Celebrating their 20th anniversary, the folks at WiE promised to provide “comprehensive content designed to … Continued

Building Next-Gen Referral Networks

Referral relationships are like gold in accounting firms.  These networks can be a source of new business, a barometer for gauging marketplace trends and a sounding board for personal and firm growth.  For staff or newer managers and partners, building … Continued