Insights

The better question is, why aren't more accounting firms already using a CRM system? I'm pretty sure it's because most don't even know what CRM stands for, much less what the system does!   Customer relationship management began in the 1970s when companies started using customer satisfaction...

As the Democratic candidates took the stage last week, they were selling their product “themselves.” When I watched these debates, I was surprised to see how many times you heard the words “I think, I want, I did.” However, some of the candidates used terms...

Firm Culture.    I recently saw an interesting post about culture on LinkedIn that got me thinking about this topic.  Culture has become almost a buzzword in the accounting industry because firms are facing an incredibly competitive talent market combined with high expectations and long hours...