6 min read

These Practical Leadership Skills Will Keep Your Team from Burnout

By Aaron Sullivan on Dec 3, 2021 8:15:00 AM

Your busiest season is nearly here, again. (As if you even need anyone telling you, like you didn’t already know, right?)

That said, it’s still true. And during the roughest patches of work, as a firm owner (or partner) there’s the risk of employee burnout. You know, when your accountants have some not-so-good performance and are possibly updating their resumes—ready to set out as part of the Great Resignation?

Topics: firm creativity CAS Practice Staffing Burnout
10 min read

How to Know Which Clients Would Benefit from Advisory—And What They Want From You

By Jessica Veiga on Oct 26, 2021 10:00:00 AM

Let’s take a moment to consider how different accounting is these days.

It’s no longer just about balancing books, running payroll, preparing taxes, and performing audits. These are still priorities, of course, but thankfully AI makes all of these much easier on accounting firms. In addition, clients now want year-round engagement with their accountant as a trusted financial advisor, not a simple tabulator.

The data supports this realization: the Sage Practice of Now study from 2020 showed that 54% of accountants think business advisory is a critical skill for future employees in the field, up from 44% in 2019. That’s because their clients are asking for more than plain old bookkeeping—they want help running their businesses.

Topics: Accounting advisory services CAS firm creativity CAS Practice

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