9 min read

Which Financial Statements Have the Biggest Impact on Client Success?

By Aaron Sullivan on Sep 16, 2021 7:45:00 AM

Sometimes entering a new client engagement can feel like walking into a middle school cafeteria after a food fight—broken food trays are scattered all over the floor, there’s pudding on the ceiling, and a Salisbury steak stuck to the window. When every corner of the room needs your attention, where do you begin?!

Topics: client success client data Accounting reporting firm creativity Financial Statements
7 min read

A 360º Data View Will Transform Your Firm into a Super Force

By Jessica King on 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 legitimately took up most of a firm’s available bandwidth. 

Topics: CAS Accounting data Accounting reporting firm creativity

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