by Steven Templeton | Mar 3, 2020 | Blog
Accounting leaders, like everyone else, are awash in data these days. Unfortunately, that doesn’t always mean they have what they need to make informed decisions and take beneficial action. Often, the right information just isn’t easily accessible. And even if it...
by Steven Templeton | Jan 14, 2020 | Blog
When we launched PracticePro 365 in February of last year, it was the fulfillment of a dream for me. Like proud parents everywhere, our team was excited to share it with the world. Now that it’s in the hands of clients across the country, I’m even more gratified and...
by Steven Templeton | Dec 19, 2019 | Blog
How much money will you leave on the table this busy season? Industry survey numbers show that revenues and income per partner are up, yet average realization rates hover around 85% of standard fees. Why do we continue to accept that this is business as usual? What’s...
by Steven Templeton | Sep 24, 2019 | Blog
As accounting firms have expanded in recent years, firm leaders have struggled to get the performance they need from their existing practice management systems. Gone are the days when separate systems for billing, internal accounting, client relationship management...
by Steven Templeton | Aug 6, 2019 | Blog
Growth in a competitive environment typically depends on adoption of new technology. But CPA firm leaders often encounter resistance to such investments, sometimes from unexpected quarters. Highly talented, experienced partners and stakeholders are willing and able to...
by Steven Templeton | Jun 26, 2019 | Blog
A data-driven approach to business decisions is key to accounting firm profitability and growth. And that makes tracking, crunching and integrating numbers across disparate firm functions mission-critical. But the tools available to accounting firms haven’t yet caught...
