Communication Should Be at the Top of Your Reopening Strategy

Communities and states are beginning to reopen their economies under various levels of restriction. As CPA firms consider their reopening strategies and timelines, employee safety is of the utmost importance. Once that is managed, however, the next most critical component … Continued

Working With Distractions

This article is third in a series of five. In our first article, Sarah Dobek shared how to lead well in this season of uncertainty. Katie Renelt explored the do’s and don’ts when making the switch from office building to … Continued

Technology for Internal Success

Preserving business continuity is a challenge – but when your internal processes support an agile workforce, let’s just say an ounce of prevention is worth a pound of cure. In the last article of our remote work series, Marissa Lew … Continued

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

Making the Switch

In our previous article, Sarah Dobek advised how leaders should respond and lead through disruption. Consultant Katie Renelt recently made the switch from remote to home, so she is intimately aware of the struggles you’re facing. Here are her do’s … 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

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