8 min read
Jessica Veiga: Jun 29, 2021 9:30:00 AM
When it comes to adding accounting advisory services to your firm’s menu of offerings, there are a lot of resources available that will tell you to do this or do that. In fact, a quick Google search returns more than 81 million results for the...
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6 min read
Aaron Sullivan: Jun 17, 2021 10:00:00 AM
Are you charging potential clients for initial assessments? If not, your firm may be burning money—and missing out on the chance to filter the type...
6 min read
Jessica Veiga: Jun 10, 2021 1:20:48 PM
In a detail-oriented profession like accounting, it can be difficult to transition to a more hands-off approach after you’ve been responsible for all...
5 min read
Aaron Sullivan: May 26, 2021 9:30:00 AM
Believe it or not, there’s a lot accountants can learn from professional sports. Take the Olympic steeplechase event in track and field — at the...
6 min read
Jessica Veiga: May 18, 2021 10:00:00 AM
The accounting industry is changing, and with it comes a change to how accounting firms service their clients. For instance, in Sage’s "The Practice...
5 min read
Aaron Sullivan: May 13, 2021 1:00:00 PM
We live in an amazing age where seemingly every problem can be fixed by a specific tool or piece of technology. You missed the golf ball and created...
5 min read
Jessica Veiga: May 6, 2021 1:30:00 PM
Regardless of if you’ve decided that a sale is your end goal, you should be running your firm like you’re going to sell it tomorrow. We don’t say...
5 min read
Aaron Sullivan: May 4, 2021 9:30:00 AM
Can you imagine a world without acronyms? Communication would without a doubt be more of a chore, and it would take longer, too. Indeed, acronyms are...
5 min read
Jessica Veiga: Apr 27, 2021 10:00:00 AM
The role of accounting professionals has been in constant evolution for decades. Traditionally, accountants and CPAs were relegated to the books and...
6 min read
Aaron Sullivan: Apr 23, 2021 10:00:00 AM
Whenever your accounting firm is looking for growth, it essentially has two options. Option one is to look for the same kind of client you’re already...
6 min read
Aaron Sullivan: Apr 13, 2021 9:30:00 AM
Until last year, every tax season was virtually the same as the year before, which meant that firms could get by doing the same ol’ thing to get the...
4 min read
Rachael Smith: Apr 6, 2021 1:00:00 PM
As a company that straddles two essential industries—accounting and technology—we have a unique opportunity to share our views and strategies as they...
4 min read
Aaron Sullivan: Mar 31, 2021 2:12:30 PM
The field of competition for accounting firms just got a bit more interesting, and not in a good way.