How Marketers Can Support DEI in Their Accounting Firms

Diversity comes in many forms. Race, gender, identity, experience, age, religion, orientation are all areas that are easily homogenized and easily overlooked. When it comes to tackling this topic in accounting firms, diversity, equity, and inclusion (DEI) efforts are not … 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

Ensure Continued Growth in Your Accounting Firm

The Winning is Everything (WiE) conference is an excellent opportunity for firm leaders and business partners to broaden their network and share business development concepts. Celebrating their 20th anniversary, the folks at WiE promised to provide “comprehensive content designed to … 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

Spotlight on Saundra Uy: Rainmaking Is for Everyone!

As a Tax Member and Director of the Small Business Department at Suttle & Stalnaker, Saundra Uy’s experience is strong and diversified. But in spite of almost 25 years of professional accounting experience under her belt, she was still a … 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