What is a future ready firm?
Most firms have some sort of strategic plan for the future, but oftentimes, the steps they will need to take to get there are left…
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Accounting Firm Risk – Is Your Firm Protected?
Accountants are naturally averse to risk. After all, your clients count on you to protect their finances. Their livelihoods depend on you, which makes trust…
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New Tax Technology for a New Tax Season
Who’s Excited for Tax Season? I am. It’s my favorite time of the year! I know it’s a sickness. But when else do you have…
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CPA firm growth: 3 questions to ask
CPA firm growth has remained relatively stable over the last few years, leading many firms to look for ways to jump start their growth to…
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Digital tax workflow: 3 myths about tax technology
When a firm wants to improve its digital tax workflow, technology improvements can make a big difference. However, a few popular myths can get in…
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Cloud-based document management: A few of my favorite things
At the heart of every firm is information. This we know. We also know that how we manage and share information is critical to the…
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Enabling a distributed workforce
Technology has transformed the modern workplace. In the not so distant past, employees did all of their work at the office because that’s where the…
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Cloud Security: A Guide for Accounting Firms
With new data threats and stories about cloud security popping up seemingly every day, many accounting professionals may feel like they spend more time protecting data than…
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How to Support Firm Management Goals through Technology
In the 2015 Market Perspectives Survey, Boomer Consulting Inc. surveyed 400 CPA firms about their technology use and overall firm management goals. The results, summarized…
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Automate Your Way to a Successful Tax Season
Does your firm’s tax workflow still look like it did in the days of old? If so, you may be risking your firm’s reputation with a process…
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