Most CPA firms want to develop deep, trusted advisor relationships with their clients. The benefits are obvious as deeper relationships mean less client churn and more up-sell opportunities. The hard truth is, despite best efforts and intentions, many firms fall short of this goal. The work comes in and the work goes out. There is …
Deciding when and how to return to the office is not a simple task. Fortunately, this article outlines some helpful questions to ask yourself and your firm in order to make the transition back to the office as smooth as possible.
For many change is a scary thought. For others it stirs up ideas of greater opportunity. Regardless of your own personal feelings toward change, one thing is certain…Change is a necessity for today’s CPA firm. Take a look at some of the key take-aways from last year’s Boomer Summit where change was an overarching theme. http://www.deltek.com/blog/home/deltek-professional-services/2015/10/the-2015-boomer-technology-circles-summit-key-takeaways
