3 Steps to Budgeting for Innovation
When we talk to firm leaders at the Boomer Technology Circles and industry conferences, a common question we hear from firms is how to start…
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3 ways to create staff accountability in a virtual firm
If you can’t see your employees in person, how do you know what they’re working on and how much they’re getting done? Staff accountability is…
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Take advantage of technology to understand your clients better
In these uncommon times, it’s common sense that your clients are relying on you for financial advice. To ensure that they feel heard, it’s important…
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Provide CARES Act consulting to help your businesses clients
COVID-19 has brought hardships for everyone around the world. None of us are immune to its effects. As we look to one another to ease…
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“New Normal” webinar helps firms leverage technology to adapt to recent changes
Since stay-at-home mandates went into effect this spring, the new normal for accounting firms has had to adjust dramatically — and quickly. In the recent…
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Remote work solutions provide business continuity
Work—and almost everything else—looks different these days, with COVID-19 related “stay at home” orders and social distancing. Just a few years ago, workers wouldn’t have…
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3 efficiency metrics that measure how firms do business today
Now that technology gives firms the ability to do more with less, the value you bring clients isn’t based on counting the hours spent working…
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2 Surprising Ways Digital Workflows Affect Peak Performance
Integrated digital tax workflows allow firms to streamline or automate nearly every step of the tax return preparation process from obtaining the necessary client information…
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Achieving work-life balance without sacrificing client service
Business is a world of give and take. Everyone in the tax profession knows that. Firms want to increase client satisfaction, but it often comes…
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5 Metrics to Measure for Peak Performance
Whether it’s cloud-based solutions or predictive analytics, technology is helping firms today enhance their performance outcomes in five key ways: Agility, efficiency, growth, profitability and…
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