Employee Retention: How To Retain Your Top Talent

In today’s competitive market place, holding on to your employees is not always an easy task. Recruiters are constantly looking to take away your top talent, regardless if he or she is actively looking for a new position. The trick to employee retention is figuring out what motivates the individual to stay. The  old train… Read More



The Benefits Good Workflow Can Deliver To Your Firm

What technology and tools do you use in your Practice? The response to this question is likely the same across most firms: Practice management software Tax software Audit software Excel and other Office Tools What these and the many other tools CPAs use in their Practice have in common is they focus primarily on specific… Read More


Transitioning From Summer Mode To Work Mode

You’re staring at an inbox full of emails, a calendar full of appointments and you see that daunting blinking red light on your phone. Your heart starts racing and you quickly wish you were in your backyard enjoying a nice summer evening BBQ. However, it’s 10am on a weekday, your kids are back at school… Read More


Why Your CIO Needs a Seat at the Executive Table

In the past, I’ve written about the benefits that a good CIO can bring to your accounting firm, however just having a “CIO” isn’t enough. Between the cloud, mobile accounting and the development of specialized software, the landscape of accounting has changed significantly over the last 5 years. With the introduction of AI, Big Data,… Read More


An Engagement Letter Is More Than Just A Contract

    Unfortunately, many accountants see engagement letters as a waste of time or just an extra step in their current process.  However, as Sarah Beckett Ferenece perfectly puts it in her article, “Just as a seat belt helps mitigate the risk of bodily injury, using a well-crafted engagement letter may help mitigate the risk… Read More


Build A Better Audit Today!

Many CPA firms want to move beyond the generic capabilities of off the shelf audit methodologies. As the market become more competitive and the need to drive efficiencies more acute, these solutions fall well short of delivering the value in two key areas: Despite being off the shelf, these solutions lack the capabilities to create… Read More


Time To Be Inspired

Inspiration is the process of being mentally stimulated to do or feel something, especially to do something creative. Inspiration can fill us with a new zest for what’s ahead and can allow us the insight and vision to tackle a current problem, issue or situation. On some days you can be inspired by simply walking… Read More


Building A Successful CPA Firm In Today’s Environment

  Blockchain, AI and the potential commoditization of tax and audit work continue to dominate the headlines in many of our Accounting publications. In order to stay ahead of the pack, accounting professionals will need to focus on offering expert advice and insight while strengthening customer relationships. How can this be done? As the recent article… Read More