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

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

How to Identify the Value You Provide to Clients

Have you ever thought about why your clients chose your firm or what keeps them from leaving for a competitor? In working with public accounting firms, we hear various responses to these questions. Some can easily identify the value they … Continued

4 Tips for Better Team Meetings

Ask any super efficient manager about their tips for success and weekly meetings will always be on their list. “Rather than being productivity killers, well-crafted meetings can help raise productivity and achieve an open culture within teams[1],” says Jerene Ang … Continued

4 Resources to Improve Your Content Development

Producing regular content can change your position from one in a hundred to the one your community trusts. Trustworthy content attracts clients, helping you build rapport with prospects long before you even know there is an opportunity. Reliable content nurtures … Continued

3 Best Practices for Online Reviews

Historically, referrals have been a great resource for obtaining new clients. This resource is still relevant today, as referrals often come from peers who have identified a need within their client relationships or from clients who are happy with the … Continued