Branding & Communication
.CPA Domain Insights
There has been quite a bit of turmoil ever since the AICPA and CPA.com announced the launch of .cpa, a restricted internet domain exclusively for the CPA profession. There are a lot of questions, particularly around search engine optimization, that no one seems to have the answers to. No matter how many experts weigh in, webinars are attended, or FAQs are…
Read MoreAn Accounting Firm Webinar Is the Ideal Podium for Your SME
As an advisor, you know you have good content and an audience hungry for your information. But you also have a hurdle: finding a new way to “get in front of” your audience. With person-to-person meetings largely in the rearview, many businesses and professionals have turned to online delivery platforms to educate, inform, and build…
Read MoreCommunication 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 of a successful reopening is the quality (and quantity) of communication with employees and…
Read MoreWorking 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 home-office. Now, we’ll address how to mitigate the chaos of working with distractions. Working with…
Read MoreTechnology 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 shares how technology helps our internal team thrive! Catch up on previous installments of this…
Read MoreTechnology 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 as president of a remote workforce. If you would love a few pointers on how…
Read MoreMaking 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 and don’ts for remote work. Making the Switch The stigma of the home-based worker is…
Read MoreAdvising 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 about two weeks after that blog post, and we have learned that the only certainty…
Read MoreIs Your Firm Missing Critical Communications with Clients and Employees?
Many firms are struggling to keep up with critical communications to their clients and employees about the impacts of various responses to COVID-19. Within one week, firms have closed their offices and transitioned to a virtual work environment, the federal government passed the Families First Coronavirus Response Act (FFCRA), tax deadlines have shifted, the Small…
Read MoreLeading 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 to share our experiences as a completely virtual staff. In this series, we will explore…
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