Leading a Remote Workforce

As a completely virtual workforce since our founding, we have been passionately sharing our experiences with our clients and community for years. As many firms now face a forced entry into remote work, we thought we would take this opportunity … Continued

Are You Prepared to Help Clients in Uncertain Times?

In the late hours of March 11, President Trump instructed the Treasury Department to defer tax payments without interest or penalties for certain individuals and businesses negatively impacted by COVID-19 pandemic, commonly known as coronavirus. A new deadline is not … Continued

4 Bold Ideas for Growth from AICPA ENGAGE

Conference season is a great time to meet with the boldest and brightest minds in our profession. AICPA ENGAGE 2019 was no exception. This year, conference speakers wowed me with their ideas around accounting firm innovation, growth, and evolution. Below … Continued

My Small Business Story

This post originally appeared on LinkedIn in honor or Small Business Week 2019. The First Chapter I was given the opportunity to start a business in my first CPA firm. Two amazing mentors (my CPA firm partners)  encouraged me to … Continued

Mistakes Happen. Now What?

A while back I learned a valuable lesson that continues to shape the way I communicate with my clients to this day. In a nutshell, two of my vendors let me down at a time when I had little bandwidth … Continued

3 Ideas to Amplify Your Business Development Efforts

The annual Association for Accounting Marketing Conference is always a hotbed of great ideas and this year’s gathering was no exception.  We learned three great concepts for business development from professionals across the accounting profession, and we’d like to share them … Continued

6 Ways to Build Your Permission Marketing Lists

Permission-based marketing has grown significantly, but its adoption is still lagging in many accounting firms. Around the world, laws have been put in place to protect consumer privacy and help control spam. Canada’s Anti-Spam Law (CASL) has a specific set … Continued

Generational Differences In Client Expectations

What do clients want? While answers to that question will vary, there are trends in what clients expect. In a recent post, we explored how to begin improving your client experience. In this post, we’ll explore how trends and expectations … Continued