Blog Articles & Video Accounting

Do you know the magic word that unlocks the secret to greater growth and profitability for your accounting firm? It’s “research.” Our recent comprehensive professional services study on service buyers and sellers and confirmed that the single most important business tool shared by all high growth accounting firms is research.

Accountants have a unique and highly coveted skill set – not everyone is skilled at analyzing data and working with finances. However, it’s possible that the role you’ve been traditionally doing may no longer be challenging or exciting. If that’s the case, it’s important to keep in mind that it’s

In the first three articles in this series, we’ve looked at what causes unreasonable and demanding client behavior. We’ve also discussed ways to alleviate this behavior during client onboarding and how to transition the client from that phase of the relationship without leaving them feeling abandoned. All this effort should

If you are paying attention to the profession right now, everyone is talking about accountants can help with HR service advice.Why? For my business, we started an HR service line three years ago, before it was trendy. It has been wildly successful. In this article, we will analyze five key reasons

Avalara, Inc., a provider of automated tax compliance tools and services for businesses of all sizes, has released an array of new tax compliance products and services designed specifically for accountants.  Know as Avalara for Accountants, the new offering was designed to provide accounting professionals with the technology to simplify and streamline

Question. Julian, hello from “Patrick.” That’s not really my Christian name, and I’d as soon skip my last name. How come? Because, like lots of other accomplished authors, I’m bombarded with snarky emails from people who want to spell out why they resent writers. Julian, what follows are disclosures that

Accountant-focused file-sharing and mobile client app maker Liscio is now integrated with practice management tools maker Karbon. With Liscio and Karbon working together, staff will no longer have to chase clients for documents or search across multiple platforms for documents that clients have sent to you. Additionally, since all client communications,

In the second article in this series, we looked at how we can help our “unreasonable and demanding” clients become less so by alleviating their fear and confusion. We do this by being a good host: Every time we engage with a new client or prospect – or whenever we