Who's most likely to quit your accounting firm?
A new survey found it's probably a middle manager with 6-10 years experience who works in audit, has no work from home flexibility, and gets zero support with difficult clients.
Erase client frustration with automated tax return delivery they’ll adopt
Ever had a client say "I never got the email" about their tax return? Tired of chasing clients for signatures and document approvals? Learn how to cure this headache with SafeSend’s first CPE course on Earmark.
Building a $200K accounting firm in just 15 hours a week
Erica Goode, CPA shares how she built a $200K solo accounting firm working just 15 hours a week.
Secrets to remote work success from a 100% virtual accounting firm
While some accounting firms pull partners and staff back into the office, others stick with remote work. That’s because they’ve changed how they hire and manage staff. And you can, too.
The case against mandatory busy season Saturdays
I'm excited to share that my latest article, "The Negative Impact of Busy Season Saturdays," has been published on Accounting Today. In this piece, I delve into a topic that touches the core of our profession - the culture of mandatory overtime during busy seasons.
Build A Focused Firm Finale: "Let’s Talk Practice Management"
Hector Garcia, CPA, will summarize the key takeaways from all seven episode of this series. Discover the most important things accounting firm owners need to know about positioning, the business model, technology, sales process & onboarding, value pricing & offering guarantees, attracting & retaining talent, and innovation. Join us live to ask your questions and get answers from Hector.
Xero releases "Ask in Xero HQ"
Now you can send queries directly to your client’s email address from within Xero HQ. Each query is stored within Xero HQ along with your client responses and any attachments, making multiple records, emails and notes a thing of the past. Ask will be available to all Xero HQ users from the end of this month.