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 about two weeks after that blog post, and we have learned that the only certainty…

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Is 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…

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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 to share our experiences as a completely virtual staff. In this series, we will explore…

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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 yet in place, and potential victims have yet to emerge as the story continues to…

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Is Your Firm Ready to Become a Thought Leader?

Introduction to a 3-part series of articles exploring how your firm can develop and support thought leaders. Many CPA firms who have service or industry specializations frequently use the term “thought leadership.”  But what does it mean to be a thought leader?  And how do firms develop into thought leaders?  According to Wikipedia, a thought…

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