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 compliance duties. This is mostly due to the pre-spreadsheet and pre-internet era when these tasks...
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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...
3 min read
Aaron Sullivan: Feb 16, 2021 11:00:00 AM
We’ve all heard about or experienced firsthand some awful stories about hiring for tax season, and we do our best to avoid them from happening to...
3 min read
Kierstyn Kalman: Feb 11, 2021 9:10:00 AM
Accounting professionals have a lot on their plates—even during slower times of the year. But having to store, manage, and stay up-to-date on all...
5 min read
Jessica Veiga: Feb 9, 2021 5:30:00 PM
What are all businesses — accounting firms included — trying to achieve on a daily basis?