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, Uncategorized
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...
by Templeton Solutions | Jun 4, 2019 | Blog
Accounting firms are transforming. The days of individual CPAs running their own fiefdoms under a single brand are gone. Over the past decade, visionary CPA firms have adopted a top-down approach to governance that mirrors the traditional corporate management style....
by Steven Templeton | May 15, 2019 | Blog
The accounting profession is undergoing rapid change, but many of its greatest challenges are issues that firms have been wrestling with for years — among them, fragmented software solutions that do more to obscure the state of the firm than illuminate it. This year’s...
by Steven Templeton | Apr 18, 2019 | Blog
How much money did you leave on the table last year? Based on industry averages, it was probably as much as 20% of gross fees. Maybe it was higher this busy season, since this was the first tax season after the full implementation of the most significant tax reform in...
