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 a divot with your club? There’s a tool for that. Curious if that plant growing in your garden bed is...
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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.
5 min read
Jessica Veiga: Mar 24, 2021 1:00:00 PM
Every accounting firm is a business, but does that mean your firm should function like a traditional company? A typical business has many moving...
6 min read
Aaron Sullivan: Mar 18, 2021 10:45:00 AM
Running any business is like riding a roller coaster: it’s only fun and exciting if the whole thing keeps moving. That’s true for any kind of...
4 min read
Jessica Veiga: Mar 11, 2021 2:15:00 PM
This may come as a hard truth for those who fear change, but there’s no escaping automation. We come in contact with some element of automation from...
5 min read
Aaron Sullivan: Mar 2, 2021 4:00:00 PM
New tech can give accounting firm owners and partners mixed emotions. On one hand, there’s the hope of improving processes while driving greater...
4 min read
Jessica Veiga: Feb 23, 2021 9:45:00 AM
There’s a preconception that the accounting industry is very “traditional.” And in many ways, that’s a positive; good accounting traditions help keep...