By: Steven Templeton and Robert Wells The economic shock of the COVID-19 crisis has been greater than any previous crisis. Industry sectors have been forced to change. Some will never be the same. These impacts are being felt at home and in our businesses. As...
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...
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...
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...
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...
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...
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