After what might be the longest tax season in history, so many accountants feel stressed because of the constant stream of work combined with the little-to-no downtime. Compound that with the isolation of remote work, decreased communication, and lack of opportunities, it is no surprise...
Remote workforces create problems, but these problems are not the ones that firm leaders are concerned about right now. I have never seen so many people terrified of a working environment, as I've seen over the past month with employees sent home to work. Firm...
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...
What is the number one reason that accountants get stuck providing transactional services and aren't able to transition to accounting advisory services? Mindset. Now, I’m not one of those gurus that preaches mindset and how if you want something in your life, all you have to...
I have never felt the power of the old saying, “The only constant is change,” more than this year. As we approach the second half of 2020, I find myself reflecting on how much has changed in the course of just a few short months. I...
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...
Tax Season is already here and in full swing in our house. I know what you are thinking, “She doesn’t have tax season anymore!” but that is not true. Some of you know that not only am I a CPA, but I’m also married to...
The role of a partner in an accounting firm is changing. Actually, the role of a partner in an accounting firm has changed and now too many firms and individuals are playing catch up. Accounting firms as a whole have changed significantly over the past 10-15...
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...
Employees have to earn the investment in their future by proving their loyalty to the firm through years of experience. This might be one of the biggest LIES in our industry right now and the #1 reason firms are facing recruiting and retention problems. Accounting Today’s...